To get the most accurate and efficient route optimization, you’ll first need to upload your stops data. This data includes all the locations your drivers or field agents need to visit — such as delivery addresses, service points, or customer locations.
Our system accepts stops data in common formats (like CSV or Excel), making it easy to import information directly from your existing tools. Each stop should include key details such as the address, customer name, time windows, and service duration if applicable.
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1.First you must create a plan. Check blog post How to optimize Single Vehicle? for a simple planning scenario.
2.To upload multiple stops at once, click Add button on the right above the Stops section. Then click Add Stops Using an Excel File button.
2.To upload addresses in bulk, click the "Download Sample Excel File" button.
3.Open the sample excel file. Fill in the Address Data in corresponding fields as shown in the sample stops. Don’t forget to add latitude and longitude of the stops, if you have them.
4.Click the “Browse” button and upload your excel file.
5.The stops will be uploaded to plan screen. If you see a warning sign on some of the stops, click the big red warning button right above the screen.
6.When you click the red warning sign, you will see the stops that address text does not exactly match the address found in the system. You will see Entered Address Text and Matched Adress Text and the location of the Matched Address on the map. If you think result is correct, click Approve button. If you want to change the Matched Address, click Change button and select the best alternative in the dropdown list.
If you think that Entered Address Text must be corrected, click Change button. Entered Address Text will be copied to Matched Address Text field. Change the text as you wish and select best matching address in drop down list.
