Setting Up Your Routes on bMobile Route Manager

bMobile Route Training Center

1. Select route maintenance menu

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\image (1)a.png2. Select route setup

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\image (1)b.png

3. Select either new or double click an existing route

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\image (2)aa.png

4. Fill in the Route number (Must be unique and not exceed 4 digits)

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup1a.png5. Set the Route Type field e.g. Sales or Delivery

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup3a.png6. Set the invoice, presale, payment and quote fields to 6 or 7 0’s (this will be the invoice sequence the route uses. Invoices will append the route number as part of the invoice number when a handheld creates the order e.g 0001-000100)

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup1b.png7. Select the “Route Stops” tab

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup2a.png8. Add the customers that the route will service to the list (for scheduling, use either the check boxes or the scheduled stop tab. Most users use the scheduled stops as it allows unique stop orders to be assigned by day. If no stop sequence is required and stops occur weekly, the check box on the route stops can be used. All other stops should be assigned to scheduled)

If Using Route Stops

1. Enter the customer one by one or using add multiple

2. Place a check box on the day of week the customer will be serviced

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup2a.pngIf Using Scheduled Stops

1. Select the scheduled stops tab

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup4a.png2. Select add stop from the left

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetupb.png3. Fill in the customer number

4. Select the date to start the appointment

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup6a.png5. For reoccurring, select the box with 2 arrows

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup6b.png6. Fill in the start date if different – otherwise, leave dates alone (Ending date when left unchecked will continue indefinitely)

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup7a.png7. Set the number of days for how often the stop should occur (If the stop occurs more than 1 time during the same week, create additional appointments)

8. Save the open window

9. Set the stop order as needed

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup6d.png10. Save the window

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup6c.png11. Stops should fill the calendar

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup8a.png12. Save the route once stops are assigned

C:\Users\EChristiansen\AppData\Local\Microsoft\Windows\INetCache\Content.Word\RouteSetup8b.png