Manually schedule and modify orders on routes

OptimoRoute provides you with a few ways to schedule orders to routes. This gives you more control over how orders are incorporated, instead of relying solely on the OptimoRoute routing algorithm. In this article we will explain different methods for manually scheduling orders to routes. 

Who can use this feature
	All  plans
	All users
	All regions

Drag and drop

The easiest and most dynamic way to manually reschedule routes is to use the drag and drop feature available on the timeline and map. 

Manual scheduling

There is an alternative version for manual modification of routes, that lets you set the driver and stop number to an order. 

To manually schedule: 

1. Go to the "Plan and Optimize" tab
2. Double click on the order you want to edit and this will bring up the Edit order window.
3. In "Basic Info" find the section called, "Manual scheduling" 
4. Choose the driver and stop number you want to schedule the order to
5. Click "Save"

When using this method, remember: 

• If the order is already scheduled you will only be able to modify the driver/vehicle and stop number. 
• If this is a new order that has not yet been planned, set the driver/vehicle and stop number by checking the "Manual Scheduling" checkbox.
• When an order is manually edited in this way, the system will remove the order from the old route and insert it to the new route at the specified stop number.
• The system does not re-optimize the stop order in the changed routes automatically. It is also important to note that the system will not enforce constraints (like driver work time, vehicle load capacity) during manual route modification.

Re-optimizing manually scheduled stops

There is an option to re-plan the orders without changing the drivers/vehicles for already planned orders – only the stop order inside existing routes will be changed (and unplanned orders will be inserted).

You could use this option after making manual changes to the routes for polishing out the routes.

Locking routes

If you manually add an order and want to optimize a new route for only a portion of your drivers, you can lock the route of specific drivers in the route tab under the map.

By locking a specific driver(s) you can change and optimize any new orders that have been added, while maintaining those routes that you are satisfied with.

To initiate the lock driver feature, simply click on the lock symbol next to the driver on the driver panel to lock a specific driver.

Please note that if during manual route modifications some constraints were broken (for example if you created a route that takes longer than the specified driver work time), replanning the orders could result in some orders being removed from the route. These would have to be manually planned/added to a route.