Use drag and drop in the timeline or map to adjust planned routes in OptimoRoute. This article explains how to move orders and make route changes using drag and drop.
| Who can use this feature | |
|---|---|
| All plans | |
| All users | |
| All regions | |
What is drag and drop planning?
Drag and drop planning lets you manually adjust routes in the timeline or map. You can move orders to a different position on a route, assign them to another driver, or place unscheduled orders into a route.
OptimoRoute creates optimized routes based on the information and constraints you provide. Drag and drop gives you more control when you need to account for real-world details or make changes during the day.
You can use drag and drop to:
- Handle last-minute changes by moving or adding orders without replanning every route.
- Adjust driver assignments when availability or workload changes.
- Fine-tune stop order based on business or customer needs that may not be captured by routing constraints.
- Compare different route options and see how changes affect the planned route.
- Make changes visually from the timeline or map instead of rebuilding routes from scratch.
When you move an order, OptimoRoute recalculates the affected route so you can review the impact of your change.
How drag and drop works
When you start dragging an order on the map or timeline, OptimoRoute automatically enters editing mode. Editing mode lets you make and review route changes before applying them to your routes.
While in editing mode, you can:
- Add orders
- Move orders
- Unschedule orders
- Undo changes
- Save and apply your changes
- Discard all route changes
Editing mode allows you to preview changes made. As you drag and drop orders into different positions, OptimoRoute recalculates affected routes.
Your route changes are not applied until you save them.
Move or assign orders
You can drag an order on the map or timeline to move it within a route or assign it to another route. Where you drop the order determines how OptimoRoute places it.
You can drag orders on the map or timeline to:
- Change the stop order within a route
- Move orders to another driver's route
- Assign unscheduled orders to a route
Where you drop an order determines how OptimoRoute places it. You can Insert a single order at a specific position or use Best fit to let OptimoRoute choose the position.
| Insert | Best fit | |
|---|---|---|
| Use when | You want a specific stop position | You want OptimoRoute to choose the most efficient position on a route |
| Placement | You choose the exact position | OptimoRoute determines the position |
| Constraints | Can ignore constraints | Considers constraints |
| Multiple orders | Not available | Supported |
Insert an order at a specific position
Use Insert when you want to choose the exact position of an order in a route. You can use it to change the stop order within the same route or move an order to a specific position in another route.
To insert an order:
- Go to “Plan and Optimize”
- Select an order on the map or timeline.
- Drag the order to the position where you want to place it
- Look for the black insertion point and tooltip. The black point shows where the order will be placed. For example, the tooltip may say “Insert between stops 1 and 2.”
- Release the order to place it in that position.
| Insert is available only when moving a single order and ignores route constraints. Check the updated route before saving your changes. When you move multiple orders, OptimoRoute uses Best fit instead of Insert. |
Let OptimoRoute find the best position
Use "Best fit" when you want OptimoRoute to choose where to place one or more orders in a route. Best fit considers your routing constraints when determining their position.
To use "Best fit":
- Go to “Plan and Optimize”
- Select one or more orders on the map or timeline
- Drag the orders to the driver’s name on the timeline or onto a route on the map
- Look for the highlighted route and tooltip confirming that Best fit will be used
- Release the orders to add them to the route using Best fit
Adding new orders
You can create a new order from the “Unscheduled orders” panel in the timeline.
To add a new order:
- Go to “Plan and Optimize.”
- Open the “Timeline” tab.
- In the “Unscheduled orders” panel, click the blue plus sign.
- Add the order details.
- Click “Save.”
The new order is saved even if you discard your route changes.
Unscheduling stops
Unschedule one or more orders to remove them from a driver's route.
To unschedule orders:
- Go to “Plan and Optimize”
- Select one or more orders from a route on the map or timeline
- Drag the orders to the “Unscheduled orders” panel
- Release the orders
This will unschedule the orders you have dropped into the panel.