New feature: EasyRoutes Dashboard
Clicking into the EasyRoutes app from the Shopify navigation menu will now open the Dashboard, providing quick access to common actions and a summary of your recent EasyRoutes activity:
Once in the Dashboard, you can complete the setup guide (if applicable):
Click "Select orders to deliver" to open the Orders tab and begin picking orders for a route.
Click "Create empty route(s)" to create a new, blank route and set route options before adding any orders.
Quickly access any of your recently created or completed routes from the following two tables, or click the "View routes" button to jump to the Routes tab:
To jump back to the Dashboard from any other page, click "EasyRoutes Local Delivery" from the app's navigation menu:
Note: the Orders tab (formerly the first page you'd see when opening EasyRoutes) can also now be opened from the navigation menu:
Improvements to orders table on the Orders Dashboard and Add Orders tab
We've made some improvements to the orders table on the Orders Dashboard and Add Orders tab, and fixed some edge case issues related to order selection and removal.
When any orders are selected, the "Add orders to map" button now remains visible on screen, floating in the same position no matter where you scroll through the page. This is particularly useful when the Orders table has many entries and requires a great deal of scrolling up and down in order to select orders to create a route.
Once orders have been added to the map, the checkbox for that order will convert into a green checkmark, like #1020 shown below. Hovering over the green checkmark will change it into a delete icon (like #1021 shown below) which can be clicked to remove the stop from the map.
Not seeing all of your orders? Scroll to the bottom of the orders table to identify how many orders were fetched based on any filters that are currently applied. Click the time period (in the case below, last 60 days) to jump to your EasyRoutes settings and adjust how far back in time orders should be fetched from:
The Orders Dashboard and Add Orders tab have also been adjusted to more efficiently display order and customer details, improving at-a-glance review of stops when scrolling through orders and adding them to the map.
Improvements to address book & proof of delivery display
Address Book Improvements:
We've made three improvements to the address book feature to streamline CSV imports, enable quicker addition of custom stops to the map, and include additional details in saved custom stops:
1) You can now click the dropdown arrow next to the Address book button and click "Import and add orders" to bypass the Address book panel and jump directly to the Import CSV page:
After you've imported your CSV, review these stops for accuracy before clicking "Import and add orders" to add them to the map:
2) When using the "Import CSV" button from within the Address book panel, we've enabled an additional dropdown option:
- Clicking "Finish import" will still add these custom stops to the Address book for future route planning;
- Clicking "Import and add stops to map" from the dropdown will add these custom stops to the Address book and add them directly to the map for immediate use in routes.
3) Imported/saved custom stops now have three additional data variables that are stored in the Address book:
When editing a custom stop, there's now an "Additional options" panel where Time window, Stop time, and Stop note can be saved. All three of these data variables will be saved in the Address book entry for this stop and will persist for any future routes that include this stop.
Proof of Delivery Improvements:
For completed routes or routes in progress, we've added a series of icons under the "Proof" column on each stop's entry to indicate which Proof of Delivery items were captured for that stop:
When any of the following proof of delivery items are attached to a stop, they will display as the icons shown below - click on any available icon to open the Proof of Delivery panel and view the Proof items:
3) Driver note
4) GPS delivery location
Address book improvements, updates to CSV import workflows
We've relocated the Import CSV button and all associated functionality into the Import history tab of the address book:
Clicking on the "Import history" tab will show a list of all previous CSV imports (if applicable) and enable the "Import new CSV" button. Additional details on CSV import workflows and file format requirements can be found here.
Click the eye icon to the right of any previous CSV import to view a list of stops that are associated with that imported CSV:
From here, click "Add all to custom stops" to migrate the imported data from this CSV into the Custom stops tab of the address book for quick addition to routes: