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Routes

Put your machines on routes, each restocked from one warehouse, and see what every route needs before the van leaves.

A route is a run your drivers make: a set of machines restocked from one warehouse. TicketStacker uses it to know which warehouse's stock fills each machine, to make pick lists, and to lay out the day in Driver view. With Inventory, Routes is in the left menu under Sales & Inventory, once your company has machines. Its tabs are Routes and Driver view.

Start here

The page opens with Start here cards:

  • Put machines on routes: how many machines aren't on a route yet. It takes you to Not on a route.
  • Make a route: takes you to the form below.
  • Today's run: opens Driver view: the day's stops, what to bring and logging visits.
  • Plan this week: opens the work schedule, to plan who drives which route. It only shows when your company keeps a work schedule (built in, or from When I Work).
  • Log miles: opens Miles on Sales → Expenses, at your company's rate per mile (see Cash collections, expenses and mileage).
  • Open the map: your Locations on a map.

The dark card has the most waiting. The wrench next to Start here lets you pick and order your own cards.

Your routes

Each route is a card with its machines, how full each vending machine is (under 60% shows in red), its warehouse and how many items its machines need. Today's run opens Driver view on that route, and Pick list starts a pick list for its machines.

Not on a route holds the machines that aren't on one yet. They can't be restocked by route until they are.

To put a machine on a route, drag it onto the route's card, or pick the route in the box next to it. It saves right away, and the route's warehouse starts carrying that machine's products. Pick No route (or drag it to Not on a route) to take it off. Click a machine's name to open it on Machines.

Make, rename or delete a route

Under Make a route, type its name, pick the warehouse its machines restock from and click Add route. No warehouse yet? Add one on Inventory first, or pick it later.

To rename a route or change its warehouse, click Edit on its card, make the change and click Save. Delete route asks first; its machines move to Not on a route.

Your own route details

Want to keep more about a route, like the driver's day or a gate code? Admins add the fields once in Settings → Custom fields (Routes), or with + Add your own route fields at the bottom of Routes. Each route card then shows its details: click More details to fill them in and click Save details. When you make a route, click + More details to fill them in as you add it.

Where Setup went

Sales & Inventory used to have a Setup page. Its pieces now live where you use them:

  • Machines: Machines (the machine list was a duplicate there).
  • Routes and Driver view: here.
  • Warehouses: Inventory.
  • Tax types: Products → Tax types, or Manage tax types under a product's Tax type.
  • Importing a file and alert settings: their own pages, linked from the cards that need them.

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