Warehouse layout
Route Assignments
Manage route groups and assign routes to sales officers.
Open the page
In the Warehouse layout, select Operations → Route Assignments (/route-assignments).
Review and assign routes
- Select a Route group. The active and scheduled group indicators show its status.
- On Routes, open a route's shops or click Route Mapping to inspect its area.
- On SO Assignments, click the officer's day cell.
- Select an available route and click Assign. Adding another route enables emergency mode for that day.
- Use Remove to remove an assignment when available; today's assignments cannot be removed.
- Open Assignment Activity to review assignments.
Manage route groups
- Add route group: enter a group name and click Create group.
- Schedule Route Group Change: choose a future date and time, select the target group, and click Schedule group.
- Cancel scheduled switch: cancel an existing scheduled change before replacing it.
Create route areas in Route Mapping.
Last updated on