Product Updates

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:

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):