Setting Up a Route
After you define the truck records, you define routes on which the trucks would run. A route contains the following information:
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Route name
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Subsidiary that you want to associate with the route
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Location from where the truck starts
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Order cutoff time for the route
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Default truck assigned to the route
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Days on which the route operates
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Stops with stop numbers
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Customer details such as customer name, delivery address, and delivery time range
Order Cutoff Time
Order cutoff time is the cutoff time for accepting the sales orders for the day to deliver to the specific route. You can set this time when setting up the route. If you do not set this time in the Route record, NetSuite checks for the time set in the Order Cutoff Time field in the Location page. If neither of the fields have the cutoff time set, then the cutoff time is considered as 11:59 p.m. for that route.
To set up a route:
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Go to Lists > Route Management > Routes > New.
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In the Route Name field, enter a name for the truck.
Note:The route name must be unique across all the subsidiaries.
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In the Subsidiary field, select the subsidiary that you want to associate with this route.
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From the Ship from Location list, select the location that you want to associate with this route.
The Location Time Zone field displays the time zone of the selected location.
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(Optional) To set the cutoff time for the route, enter the time in the Order Cutoff Time field.
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In the Delivery Days field, change the days of the week on which the route operates. To select more than one day, press Ctrl and select the days that you want to select.
Note:By default, Monday to Friday are selected.
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To add stops for the route, update the following fields in the sublist:
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Route Stop # -Enter the route stop number.
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Customer -Select a customer for the stop.
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Delivery Address -Select the delivery address of the customer.
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Delivery Time -From and Delivery Time – To – Enter the expected delivery time range for the stop.
Note:In Route view mode, you can view only 25 stops per route. However, there is no change in functionality even if there are more than 25 stops per route. The information for stops is available in edit mode for users.
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Click Add.
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Click Save.
You can also import routes using the Import CSV Records feature. For more information, read Importing CSV Files with the Import Assistant.
Handling Changes to Route Records
If you make changes to a route record, sales orders that satisfy the following criteria can be affected:
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Sales orders having status any of the following statuses:
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Pending Approval
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Pending Fulfillment
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Partially Fulfilled
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Pending Billing / Partially Fulfilled
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Sales orders in route shipment records that use the modified routes
The following table explains the impact of changes to route records:
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Action |
Effect |
|---|---|
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Changing the route stop numbers |
The corresponding shipment stop numbers in the route shipment records are redetermined, that is, the shipment stop numbers are updated automatically. |
|
Changing the delivery address |
Route information is removed from sales orders that use the route. The corresponding route shipment record is also deleted. |
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Deleting a stop |
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Removing delivery days |
Deleting Routes
You cannot delete a route if it contains stops or if it is used in any sales order transactions. To remove a route:
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Delete all the stops in the route
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Remove route information from sales orders
However, you can inactivate a route even if it has stops or is used in sales orders.
Route Delivery Information on Customer Record
In the Route Delivery subtab of a customer record, you can add and view the following details:
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Address-Location Mapping – Set the default location for each customer shipping address. On the sales order, for a given shipping address, the SuiteApp by default selects the location mapped in this list. .
You can view the address-location mapping for all customers from the Address-Location Mapping list page.
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Customer Route Details – Lists the routes that ship to the selected delivery address label of the customer. The Delivery Address Label field lists the labels of delivery addresses saved for this customer. The sublist in this subtab lists the routes for the selected delivery address.
You can also import address and location mapping for each customer using the Import CSV Records feature. For more information, read Importing CSV Files with the Import Assistant.