Route Summary Worksheet

The Route Summary Worksheet is designed to assist businesses in optimizing their delivery processes. It presents a clear and structured overview of various routes, facilitating effective route planning and coordination. The worksheet displays essential details such as route numbers, route names, and the corresponding sales orders assigned to each route.

For each route, the worksheet provides comprehensive information on the sales orders, including the order numbers, customer names, delivery addresses, requested delivery dates, and order quantities. This information enables businesses to efficiently allocate resources, plan delivery schedules, and ensure that the right products are delivered to the correct customers on time.

By utilizing the Route Summary Worksheet, businesses can easily identify any discrepancies or issues with their delivery routes. For example, if there are conflicting delivery dates or overlapping routes, the worksheet provides a clear visualization of these conflicts, allowing businesses to proactively address them and avoid potential delays or errors.

The worksheet also offers customization options, allowing businesses to filter the information based on specific parameters. This includes filtering by sales order ship dates, regions, or other relevant criteria, providing businesses with the flexibility to focus on specific subsets of routes or prioritize deliveries based on specific requirements.

With its user-friendly interface and comprehensive presentation of route information, the Route Summary Worksheet serves as a valuable tool for businesses involved in delivery operations. By leveraging the insights and organization provided by this worksheet, businesses can enhance their logistical efficiency, improve customer satisfaction, and ensure smooth and timely delivery of goods and services.

Step 1: Filtering options to customize the report's parameters.

• Sale Order Ship Date: Specify the date range to narrow down the report results based on when the sales orders were shipped.

• Route: Select the desired route from the available options to focus on specific geographical areas.

• Driver: Select the desired driver from the available options

• Report Format: Choose between PDF or Excel format for the report output.

Step 2: Click the "Run Report" button

• Locate the "Run Report" button and click on it.

• This triggers the system to process and generate the report based on the provided criteria.

Step 3: Wait for the report to generate

• Depending on the volume of data and complexity of the report, it may take some time for the system to process and generate the report.

• Please be patient while the system completes this task.

Step 4: Review the report

• Once the report is generated, it will be displayed on the screen.

• Carefully review the report, focusing on the information about the number of each column and rows.

Step 5: Save or export the report

• If needed, save or export the report for future reference or to share it with others within your organization.

• This ensures that you retain the data and can access it whenever necessary.

By following these steps, you can generate the Report and leverage its insights to make informed decisions regarding delivery and routing management.