How to Create Plan

Creating a Plan

Access Planning Mode:

Log into your Routestripe account and switch to Planning mode via the upper-left section.

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Select a Date:

In the Plans side section, click the date button to choose the target date for the plan.

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Add a Plan:

Select Add Plan, enter the plan title, choose the warehouse from the dropdown menu, and save your entry.

Adding Vehicles and Visits

Add Vehicles:

Use the checkbox and 'Add Vehicle' button to assign drivers.

To create a new Vehicle, click 'New'.

Add Visits:

In the Visits section, select Add Visits + Button:

By Map: Click 'Select on Map' to drop visit points interactively.

By Import: Upload visits from an .xls file using Import.

Manually: Enter visit details, including title, delivery type, time brackets, capacity, recipient details, and address (via search or interactive map).

Required fields:

Title

Address (this field shows possible addresses upon typing) or Latitude and longitude

Creating a Plan#

Adding Vehicles and Visits#

Required fields:#

Creating a Plan

Adding Vehicles and Visits

Required fields: