Routes
What Are Routes?
In Arryved Brewery Management (ABM), a Route plans the delivery of Inventory sold for a single Vehicle. Most of the ABM sales process takes place in the Route planning. Use this guide to learn how to create and manage Routes.
Prerequisites
- To edit Routes, you must be an ABM User with either the Admin, Sales, or Delivery User Roles. The Inventory and Production User Roles grant view-only access to Routes.
- Vehicles added to a Route must be entered in your ABM prior.
Limitations
- If the weight of the total items added to the Route exceeds the Load Limit of the Vehicle, a warning will appear on the Route page in your ABM. But, it won’t prevent you from continuing.
- Invnetory can’t go negative in your ABM, you can only Pick from Inventory that’s on hand. If there isn’t enough Inventory to fulfill the Invoices on the Route, you’ll have to Short Pick them.
How It Works
Route Setup
- In your ABM, click Routes from the left-side navigation.
- Click New Route.
Route Details
- Stay on the SETUP tab.
- Enter a Route Name that describes this Route.
- Enter a Delivery Date for when the delivery is expected to occur.
- Select the Site that the Inventory will be picked from.
- Choose a Vehicle to carry out this delivery.
Deliveries
In the Deliveries section, you can Schedule Invoices to be delivered on this Route.
- Use the New Invoice button if the Invoice hasn’t been created yet.
- Or, click Schedule Invoices to select from the available submitted Invoices.
- Under the Schedule Invoices button, select the Invoices you need and click Add to Invoice.
- This moves the Invoices from the Submitted state to Scheduled.
- Your ABM creates Delivery Stops using the Customers’ delivery addresses from the Invoices.
Warnings may appear if there is insufficient Inventory or if the Route’s delivery date is outside of a Customer’s preferred delivery schedule.
Click on the 3 vertical dots to the right of the Invoice for more options
- Print = Allows you to print or save this Invoice.
- Fulfill = Skips the rest of the Route lifecycle (Picking and Delivery Stops) and goes straight to its Fulfilled state.
- Reschedule = Allows you to add this Invoice to a different Route scheduled at a different time
- Unschedule = Removes the Invoice from this Route and reverts back from a Scheduled state to Submitted.
Tasks
Click The Add Task button to add any additional delivery stops needed. Tasks don’t have to be a delivery of goods. You may want to add a stop simply to check in on an account or any other reason you need.
- Adding a Task prompts you to select a Customer, enter an address, and write in a reason for the stop.
Schedule The Route
Click Save & Close to Schedule this Route at the delivery date selected. The Route is now in the Scheduled state and ready for Picking once the Vehicle can be loaded!
Route Lifecycle
Routes hold most of the steps of the ABM Sales Process. Here’s the full lifecycle of the Route:
- Draft = The Route has been created but not yet saved.
- Scheduled = The Save & Close button was clicked from the Route’s SETUP tab, but Picking hasn’t started yet.
- Picking = The Start Picking button was clicked from the Route’s SETUP tab. Picking is in progress, the Vehicle is being loaded and the Picksheet is being verified.
- Picked = The Finish Pick button was clicked from the Route’s PICKING tab. The Vehicle has been loaded and the Picksheet was verified.
- En Route = The driver is ready to take off for delivery and has clicked the Start Route button from the Route’s PICKING or STOPS tabs.
- Complete = The Complete Route button was clicked from the Route’s STOPS tab. All Delivery Stops have either been completed or skipped.
Next
When the Vehicle is ready to be physically loaded, it’s time to start Picking. Learn how to complete Picking to jump to the next stage of the Route. Or, learn more about the full ABM Sales Process.