Changelog

We've added a new setting that allows route planners to customize how early in a route their customers are able to view their driver's real-time location from their order tracking pages. Live driver location can now be automatically shared when a customer's stop is anywhere from 1 stop to 10 stops away (default value is 3 stops away), keeping them up-to-date and informed every step of the way.

Configure this threshold from your EasyRoutes Settings > Order tracking tab, under the Tracking page options section:

After you have made your changes, click the Save button to apply them. For full details on enabling and including real-time driver locations on your order tracking pages, see the support article for this feature.

We've added a new Customer orders option to the route printing menu - when enabled within the List of stops section, printed routes will include the total number of orders each customer has placed with your store in the past:

Version 1.0.38 of the EasyRoutes Delivery Driver mobile app is now available to download for iOS and Android, featuring the following updates and improvements:

• Any stops containing an Order Note, Stop Note, and/or Customer Note will now display with a note icon in the stop list for any dispatched routes. Drivers using the mobile app can tap on the note icon to quickly review any notes that apply to that stop, even if the route has not yet been started:

• When viewing individual stops, the Delivery Instructions section (including all three note types listed above, when available) has been shifted towards the top of the page for increased at-a-glance visibility:

• Various bug fixes and UI enhancements, including improved support for using the mobile app and uploading Proof of Delivery items when in locations with limited connectivity.

You can now enable and configure the Route Assistant for auto-adding orders to a route from the Route Options page, prior to creating a new route:

By default, the Route Assistant will be configured with the Contains address filter applied. Use the Clear all and/or Add filter buttons to configure any filter combination you'd like the Route Assistant to watch for:

Once your new route is created with Route Assistant enabled, when viewing that route you'll see a banner indicating that there are new orders that match these filters waiting to be routed from the Add orders tab:

For full details on using the Route Assistant to automate your route planning workflows, see the support article for this feature.

We've added a new rule type and outcome for order import automation workflows, allowing orders with matching attributes (displayed in the Additional details panel of any order) to automatically apply that attribute's value as the stop time (in minutes) when that order is added to a route. This can be particularly useful when orders contain attributes indicating they will require more time for manual installation or setup, or are in a location known to take longer to complete a delivery, such as large apartment complexes.

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Example:

A rule configured as shown below looks for any orders with attributes that contain duration in the attribute title:

If any orders have an attribute containing duration in their title, the value stored in that attribute will automatically be parsed and applied as the amount of time to spend at that stop.

Using the same example rule shown above, two orders are displayed on the right below - one with a duration attribute containing a value of 5, and another with a duration-for-easyroutes attribute containing a value of 10. Since each of these attributes contain duration in their title, when these orders are added to a route, they'll automatically have a stop time of 5 minutes and 10 minutes applied, respectively, as shown on their entries within the route table on the left:

Access and configure this new type of automated rule from your EasyRoutes Settings > General tab, under the Advanced order automation rules section.

We've added a new feature that automates common functionality when adding orders to routes.

‍Note: Order import automation is currently only available on EasyRoutes Premium and Enterprise pricing plans.

Access and configure these automated rules from your EasyRoutes Settings > General tab, under the Advanced order automation rules section:

Automation rules are applied when orders are added to a route, either from the Orders page or on the Add Orders tab of an existing route or route group. See the Adding Orders support article for further details.

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Supported fields

• order tag - if any tag on an order matches the condition, the outcome will be applied.
• customer tag - if any tag on the customer at the time the order was created matches the condition, the outcome will be applied.

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Supported outcomes

• treat stop as priority - the resulting route stop for the order will be marked as priority.

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Stay tuned to this page as we implement more automation fields and outcomes, or get in touch with the EasyRoutes team if there are any fields or outcomes that would be useful for automating your specific workflows.

We've added two new options to enable additional customization of packing slips printed with EasyRoutes.

From your EasyRoutes Settings > Packing slips and labels tab, in the Packing slip options section, enable the Additional instructions field and input any custom information you'd like to include in printed packing slips. You can also customize the position of this information (Below items, In header, or both) using the Note placement dropdown:

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When using the Print feature with Packing slips enabled, this information will automatically display as configured. Note that the example shown below is configured to display both below items and in header:

For full details on configuring, customizing, and printing packing slips for all your EasyRoutes orders, see the support article for this feature.

Address Book / Saved Stops

When saving stops to the Address Book, you can now also include that stop's preferred Time Window and Priority status. From the Actions menu (three dots icon) on any Address Book entry, select Edit address to configure these two stop settings from the Additional options panel:

Both of these variables will be permanently included in the saved stop's Address Book entry to streamline any future deliveries to that customer.

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Packing Labels & Slips

We've added an Additional instructions text input field in EasyRoutes Settings > Packing slips and labels, under the Packing label options section:

Any instructions or information added to this field will be automatically included when using the Print feature to generate packing labels for your routes:

We've also added a new dropdown selection menu to the Packing slip options section to configure where Total Price and Total Weight variables will be placed (Below items, In header, or both):

We've updated the Routes page filtering options so that any applied search terms or filters will persist, even after viewing routes or clicking into another EasyRoutes page, making it easier to make batch edits to routes without having to manually re-apply filters.

By default, the Routes page will load with the Updated last 30 days filter applied. Input any search terms and/or use the Add filter button to activate any combination of Status, Start date, Driver, or Created on filters; the list of matching routes below will update immediately. When you click into any of the routes displayed (or navigate elsewhere within EasyRoutes) and return to the Routes page, the same set of filters will now still be applied:

Note that any applied Route filters will be reset to the default Updated last 30 days when you refresh EasyRoutes, navigate outside of EasyRoutes on Shopify, or close the app and re-open it.

We've added a new feature that allows route planners to mark stops as Priority stops.

When used in combination with certain Route Options that place limits on a route - such as max route duration, max items per stop or max stops per route - Priority stops will be given first consideration for inclusion in a route, better ensuring they're not excluded when route capacities are reached.

You can mark or unmark a stop as Priority from the Add Stop or Edit Stop menus, under the Additional options panel:

Or, from the Stop actions menu from the route table or map view:

You can also change Priority status for a number of stops at once using the checkboxes on any Route page:

Stops marked as Priority will display in a manner that's clear to identify them on your Route table and stop list, with an outlined stop icon and unique badge when hovering over them on the route line or map:

For full details on working with priority stops to streamline your delivery workflows, see the support article for this new feature.

• We've made some visual updates to the map view on Orders and Route pages, increasing readability and to align with EasyRoutes' recent Polaris 12 visual refresh.
• You can now include separate Billing name and Shipping name variables when exporting a route - particularly useful when the individual who purchased an order is not the delivery recipient (i.e. gift orders):

• Improved handling of Driver Tasks editing and saving workflows for additional ease-of-use and consistency with other Route Options.
• Fix for issue where AM/PM time designations would not display properly under certain locale-specific conditions.