Introduction: Route Master Maintenance (21-90-21)

Overview

This selection is used to set up routes for Centralized Delivery.

What is a Route?

In Tyler Centralized Delivery, a route can refer to a number of different things:

  • a delivery truck
  • an installation/repair crew
  • a service bay
  • a class

For each route, stops (scheduling slots) are defined, along with the allotted time and volume for each stop, the days that the route is available for work, and the drivers/technicians assigned to complete the work.

Routes are considered either Inside or Outside. For Outside routes, work is performed at the customer’s residence or business. For Inside Routes, work is performed at the store/branch.

Each route is assigned a Route Type, which describes the type of service that is performed by the route.

Route Types

Each route is assigned a Route Type, which describes the type of service that is performed by the route. Some services (e.g. installations, pickups) might be performed by multiple route types.

An Order Processing order or Service work order will be assigned to one of these routes when scheduling delivery/service with the Scheduler.

Route Type
Description

Delivery
This route types used when merchandise is being delivered to the customer. Additionally, installations/setups might be performed on this type of route (e.g. home theater, exercise equipment).

In-Home Service
This route type is used when a service technician is driving to the customer’s residence/business to repair an item (e.g. broken icemaker) or install an item (e.g. home theatre system).

Miscellaneous Outside
This route type is used for miscellaneous deliveries/service outside of the store.

Pickup
This route type is used when merchandise needs to be picked up from another branch or defective merchandise needs to be picked up from the customer.

Bay Service
This route type is used for repairs or installations that take place inside your store (e.g. car stereo installation, tire installation, item repair).

Class Instruction
This route type is used to schedule classes being held at your store (e.g. music lessons at a music store).

Miscellaneous Inside
This route type is used for miscellaneous service/installation at your store.

Outside Route Types
Inside Route Types

(D)elivery
(B)ay Service

(I)n-Home Service/Installation
(C)lass Instruction

(M)iscellaneous Outside
(M)iscellaneous Inside

(P)ickup

A Service work order or Order Processing order will be assigned to one of these routes when scheduling delivery/service with the Scheduler.

Special Notes

  • Once the route details are set up, you can assign branches, zones/zip codes, and skills to the route. Please see the How To section in this selection for more information.
  • You can create more than one entry for the same route. For example, if a delivery truck, service crew, or service bay works different hours on Saturday than they do the rest of the week, you can create a separate route entry for the Saturday hours.
Tags: