Product Updates

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 in this support article.

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:

When exporting stops for a route, you can now optionally include the end location, when it is present on a route:

We've also added the ability to set a default sort option and direction for the Routes page (under EasyRoutes Settings -> General):

We've increased the level of detail and user control for orders and stops that have partial fulfillments, which can be particularly useful for orders that ship from different warehouse locations, or scheduled fulfillments (such as subscription orders) that will be delivered on any future date(s).

Once a route is created with a stop that contains a partial fulfillment, from the route page, all fulfilled and unfulfilled items included in that stop can be viewed by clicking the dropdown arrow in the Items column for that stop:

By clicking Actions > Edit stop and scrolling down to the stop's Advanced options settings, you can see which portion(s) of the order have already been fulfilled, which are scheduled (if applicable), and select any/all remaining items to be included in this stop's current fulfillment. You can also view each item's fulfillment location to determine which warehouse location the items are shipping from:

Once the stop has been fulfilled (depending on your EasyRoutes fulfillment settings, this may be manually triggered, or when a particular delivery status is applied to the order) the order page will now display any remaining unfilfilled items, and a breakdown of each past fulfillment, which items they contained, and which location they were fulfilled from:

The address book lets you manage your frequently used custom stops in EasyRoutes. Create address book entries with customer names, addresses, and manual items and you'll be able to easily add them to your new and existing routes.

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The address book is accessible for planning new routes from the main Orders screen, as well as the Add orders tabs on Route and Group pages to add to your existing routes:

Within the address book dialog, you can add and edit entries, then use the checkbox(es) to select one or more and add to your route:

Frequently used entries can be pinned to the top of the address book by clicking the star icon to the left of an entry's name.

For full details on using the Address Book to import and save custom stops into EasyRoutes, see this support article.

*The address book feature is currently available for paid plans only.