Route planning

By default, the Route planning section shows routes for the current date.

In the Orders section, you can add a new order or assign an existing one using automatic or manual planning.

The Routes section displays active and completed routes.

Route statuses:

• Planned: There are orders assigned to the route, but it hasn't been sent for processing yet. For more information, see Automatic planning and Manual planning.
• In progress: The route has been sent for processing. See Processing a route.
• Finished: All orders on the route have been processed. See Completing a route.

Transportation method icons

• : Car.
• : On foot.
• : Public transport.
• : Truck.

Automatic planning

Automatic planning assigns orders to couriers and generates routes based on the following factors:

• Order delivery time.
• Courier working hours.
• Distance between orders, and more.

To plan a route:

1. Go to Route planning.
2. Enter the planned date.
3. Click Assign orders to couriers.

The button will display the approximate time until the end of planning. If there are many orders, it may take a few minutes to distribute them among couriers.

You can send a route for processing or edit a planned route.

Planning features

1. Only orders with the New status and with a specified address (it doesn't have to be accurate) can be planned automatically.

2. Only one automatic planning can be run at a time.

3. During automatic planning, you can't edit routes scheduled for this date.

4. As a result of planning:

   • Orders that have already been assigned to couriers will remain assigned to them.

   • New orders may be added to an existing route, and the order completion sequence may change.

Manual planning

To distribute orders among couriers and plan routes manually:

1. Go to Route planning.

2. Enter the planned date.

3. Select orders using one of these methods:

   In the list

   On the map

   1. In the Orders window, click New.
   2. Select the orders. To filter unassigned orders by time window, specify the interval in the Delivery time field.

   Unassigned orders are marked with . To select multiple orders, click Lasso in the upper-right corner or press and hold L on your keyboard and circle the area with unassigned orders. You can also press and hold Shift and click the orders you need.

   You can only assign orders to a route if they have a specified address, even if the address is incomplete or inaccurate.

   If there are no orders for the selected date:

   • Click (for more information, see Add an order manually).
   • Go to Orders and edit an existing order.

4. Assign a courier to the selected orders.

Displaying routes

If there are orders assigned to the courier, a colored indicator corresponding to the route on the map will appear to the left of the courier's name. The number of orders assigned to the courier is displayed to the right of the courier's name.

To hide the route on the map, hover over the courier's transportation method and click . The transportation method icon will change to . Click it to see the route on the map again.

Orders are color-coded to help you identify the courier to whom they are assigned. To select an order on the route, click the order's icon on the map. You can reassign the selected order to a different courier, delete it from the route, or change its number in the delivery queue. For more information, see Edit a courier route.

Editing a route

You can only edit routes that aren't being processed yet. For more information, see Processing a route.

Optimizing a route

To optimize the order delivery queue, click Optimize:

• In the Route planning section — to optimize all routes.
• On the selected route — to optimize only one route.

Optimized routes have the icon to the right of the courier's name.

Adding orders to planned routes

If you want to add new orders to already created routes:

1. Add orders manually or import from Excel.
2. Go to Route planning.
3. Click Assign orders to couriers.

Orders may be distributed as follows:

• They may be added to routes that haven't been sent for processing yet.
• New routes may be created.

Edit the delivery queue

To edit the delivery queue for the route:

1. Go to Route planning.

2. Select a route using one of following methods:

   • Select a courier from the list.
   • Click the route line on the map.

3. Click .

4. Hold down the icon to the left of the order and drag it to the desired location in the list.

Reassigning or deleting an order

To reassign an order to a different courier:

1. Open the route and click .

2. Select the order and click Assign to courier.

3. Choose a courier.

If you want to delete an order from a route:

1. Click .

2. Select the order and click Remove from the route.

Once you're done, click Save changes.

Processing a route

By default, all new routes are created with the Planned status.

To change the route status to In progress:

1. In the Route planning section, select the route.

2. Click Send for processing.

You can't edit a route in progress. If an order was assigned to a route by mistake, click → Delete order from route. After this, you can edit this order and plan its delivery again automatically or manually.

You can download the planning results as waybills and copy the link to the route in Yandex Maps. To do this, click and select the option you need.

You can return the route to planning if all orders are In progress. For more information, see Marking current order status.

Marking current order status

All unassigned orders have the New status by default. For more information about order statuses, see Order statuses.

Before the route is sent for processing, assigned orders have the Planned status. To change the status of orders to In progress, click Send for processing in the route card.

When making a delivery, you can mark the current status of the orders:

• Finished if the order was delivered. To mark all orders as completed, click  → All orders completed.
• Not completed if the order cannot be delivered. To do this, select the order and click  → Not completed.
• Cancelled if the order is no longer valid for any reason. To do this, select the order and click  → Cancelled.

You can return orders with the status Finished, Not completed, and Cancelled back to processing. To do this, go to order details and click Return for processing.

In completed past date routes, Not completed and In progress orders are assigned the New status. For more information, see Order statuses in completed routes.

Completing a route

When all orders in a route are Finished, Not completed, or Cancelled, the route status changes to Finished.

In addition, regardless of the orders' statuses, the status of the route changes to Finished if:

• The delivery time for all the orders ends on the route date, and that date has passed.

• The route contains orders whose delivery time extends through midnight, and the latest of them was completed 5 hours ago.

You can return a completed route for processing if it was planned for the current date. To do this, select a route and return for processing at least one order. You can't return for processing or edit any past date routes.

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