Assign drivers to orders

Assign a driver to an order to make sure that driver services the stop. This article shows you how to assign a driver to an order.

Who can use this feature
	All plans
	All users
	All regions

Assigning drivers to orders

Assign a driver to an order when a specific person needs to service that stop, for example because of customer preference or familiarity with the location.

This creates a hard constraint, so OptimoRoute can assign the order only to that driver. If the driver cannot complete it, the order will not be scheduled. You can assign only one driver to an order at a time.

You can assign drivers to orders by:

• Editing an individual order
• Editing multiple orders in bulk
• Importing orders

If more than one driver can service an order, use "Driver Skills" instead. OptimoRoute can then choose a driver who meets the required skills.

Adding or editing an order

You can assign a driver when you add a new order or edit an existing one.

1. Go to the "Plan and Optimize" tab

2. Add a new order, or select the order you want to edit

3. Click "Edit Order"
4. In the "Assigned to:" field, select the driver you want to assign
5. Click "Save"

When you plan routes, OptimoRoute will assign that order only to the selected driver.

Use the map tools to select orders in a specific area. If you regularly assign drivers by region, use service areas instead.

Bulk editing orders

You can also select a set of orders and assign them to a driver in bulk. 

1. Go to the "Plan and Optimize" tab
2. Select the orders you want to give to the driver
3. Click "Edit Order" or double click on the order
4. In the "Assigned to:" field, choose a driver from the dropdown
5. Click "Save"

This makes sure that when you plan your routes, the driver will be given these orders.

Importing driver assignment

You can assign drivers to multiple orders at once by importing the assignments from a spreadsheet.

Before you import the file, each driver needs a unique serial number. You will then use that serial number in an “Assigned Driver” column in your spreadsheet.

Set a driver serial number

The serial number identifies the driver during import. You can use any unique value that works for your team, such as the driver’s name, initials, or employee ID.

To set a serial number:

1. Go to “Administration → Settings → Drivers”
2. Select the driver you want to edit
3. Click “Edit Drivers,” or double-click the driver
4. Enter a unique value in the “Serial Number” field
5. Click “Save”

Set up your spreadsheet and import

After you set a serial number for each driver, add the assignments to your spreadsheet.

1. Add an “Assigned Driver” column to your spreadsheet
2. Enter the driver’s serial number for each order you want to assign. You can assign only one driver to an order at a time.
3. Go to “Plan and Optimize”
4. Click “Import Orders”
5. Upload your spreadsheet
6. Map your spreadsheet column to the “Assigned Driver” field.
7. Import the file

When you plan routes, OptimoRoute will assign each order only to the driver whose serial number you imported.