This article will provide an overview of the Setup for Franchise Routes.

In this article:

• Overview
• Key Attributes
• Access the Setup Franchise Routes List
• Comprehensive Attributes of Setup Franchise Routes
• Managing Setup of Franchise Routes
  • Add New Setup Franchise Routes
  • Availability of Setup Franchise Routes
  • Setup Franchise Routes Crews
  • Setup Franchise Routes Territory
  • Setup Franchise Routes Documents
  • Setup Franchise Routes Outstanding Work Orders
  • Setup Franchise Routes Status
  • Setup Franchise Routes Type

Overview

The Setup Franchise Routes is a powerful and essential component within the Vonigo franchise management system, meticulously designed to facilitate seamless and efficient management of routes for franchise businesses. This feature is purpose-built to tackle the distinctive challenges confronted by franchises operating across multiple locations, empowering them to effortlessly organize and synchronize their delivery, distribution, or service routes.

Key Attributes

Access the Setup Franchise Routes List

The Setup Franchise Routes List offers franchise administrators a comprehensive list view of all configured routes across the franchise network. From this view, administrators can easily review, modify, or add new routes, gaining a holistic overview of the route management system.

To access Setup Franchise Routes List.

• Select Business Unit.

• Navigate to the Franchise menu, proceed to the Operational Settings section, and choose the Routes option.

• Upon selecting Routes, a list of routes will be displayed, providing an overview of both active and inactive routes.

Note: The list of routes can be accessed conveniently from both desktop and mobile devices.

Desktop Access:

Mobile Access:

For mobile access, a dedicated link is provided to access the list of routes. Follow the steps below for accessing Setup Franchise Routes List from Mobile.

Steps:

1. Navigate to the Franchise option available in the Setup section.

2. Click on the Routes option to access the Setup - Franchise - Routes module.

3. Once inside the module, you will see an actions bar with key configuration options.

4. To add a new route, simply tap on the Add New Route link available under the actions bar.

5. If you have multiple pages of route data, the pagination will be anchored to the bottom of the page for easy navigation. Swipe left or right to move between pages.

Comprehensive Attributes of Setup Franchise Routes

To comprehensively set up the Setup Franchise Routes with the attributes described below, follow these steps:

1. Navigate to List view

• Open the Setup Franchise Routes list view.

2. Bottom Bar Introduction:

• Identify the selected tabs that are currently displayed in the bottom bar.

• If necessary, modify the bottom bar to include the required selected tabs.

• The new tab is introduced among the selected tabs available in the bottom bar.

 

3. Action Bar:

• Locate the action bar at the top of the list view screen.

• Identify the available tabs that are listed under the action bar.

• Verify that the required tabs are present in the action bar.

• Make any necessary changes to the action bar to include the desired tabs.

4. Details Tab:

• Ensure that the Details tab is included in the action bar or other designated location.

• Clicking on the Details tab opens the associated content or page.

5. Hidden Tabs:

• Identify the remaining tabs that are not part of the bottom bar or action bar.

• Confirm that these tabs are not visible in the list view by default and add them to the Route Details Section.

6. Additional Info Tab

• Add the relevant information for the following options in the designated boxes Address, City, Zip Code, and Directions.

Managing Setup of Franchise Routes

Efficiently coordinating and optimizing franchise routes setup is essential for successful operations. Following actions can be performed to manage the franchise routes setup.

Add New Setup Franchise Routes

To Add New SetupFranchise Routes, follow these steps:

1. Access Default Data Configuration.

2. Set Default Values for Fields.

3. Configure Route and Franchise Field Mapping.

4. Identify Dispatch Phone and Dispatch Email Fields.

5. Pre-populate Route Fields with the dispatch phone number from the corresponding franchise field.

6. Pre-populate Route Dispatch Email with the dispatch email address from the mapped franchise field.

7. Save the Pre-populated Data.

Note: The Add New Setup Franchise Routes can be accessed conveniently from both desktop and mobile devices.

Desktop Access:

Mobile Access:

• For mobile access, the list view is presented below.

• The new franchise route setup can be accessed from the following tab.

Availability of Setup Franchise Routes

To Check the Availability of Franchise Routes Setup, follow these steps:

1. Click on the Setup Franchise Routes.

2. Access the Availability of Setup Franchise Routes page.

3. Upon entering the page, you should see a list or grid view displaying the available franchise routes.

Note: The Availability of Setup Franchise Routes can be accessed conveniently from both desktop and mobile devices.

Desktop Access:

Mobile Access:

• For mobile access, the list view is presented below.

• Navigate to the past assignments section.

• Verify that there is no functionality to assess past assignments within the current mobile setup.

• If the assessment feature is available, it may open in a new window or a separate mobile screen.

• Check for links or buttons related to past assignment assessments located in the bottom bar or the action bar.

• Save any changes or data entries made during the assessment process if required.

• Confirm that the required functionality for adding new templates is available, and there are no alternative setups.

• Locate the New option that allows users to add a new template.

• Ensure that the template creation process is straightforward and user-friendly for mobile users.

• Verify that the system does not provide the ability to delete templates.

• Explore the mobile interface to locate alternative availabilities setup.

• If alternative setups are present, verify and review their features and functionalities.

• Click on Assign Templates to finalize setting up alternative setups.

Setup Franchise Routes Crews

To Setup Franchise Routes Crews assignment, follow these steps:

Mobile Access:

• For mobile access, the list view is presented below.

• Navigate to the section or page labeled Franchise Routes Crew Assignment.

• Tap on the Franchise Routes Crew Assignment link or button to open the interface in a new window or separate mobile screen.

• Check for the Bottom Bar or Actions Bar at the top or bottom of the new window to add new crew assignments within the Franchise Routes Crew Assignment interface.

• Once inside the Franchise Routes Crew Assignment interface, you can view existing crew assignments and manage them accordingly.

• Save the new crew assignment once all required information is entered.

• Users have the ability to remove the New assignment.

• It's important to note that there is no option to restore a deleted assignment before saving data, which is a functionality exclusive to the desktop version.

Setup Franchise Routes Territory

To Setup Franchise Routes Territory, follow these steps:

Mobile Access:

• For mobile access, the list view is presented below.

• 

• Navigate to Setup Franchise Routes Territory, which will open in a new window or separate mobile screen.

• Locate the Bottom bar of the new window.

• Look for links labeled New within the Bottom Bar to New Setup Franchise Routes Territory.

Setup Franchise Routes Documents

To Setup Franchise Routes Documents, follow these steps:

Mobile Access:

• For mobile access, the list view is presented below.

• Navigate to the Setting up franchise routes documents, which will open in a new window or separate mobile screen.

• Within the interface, locate the Add New option to upload documents for franchise routes setup.

• After uploading at least one file, the added counter will light up in green, indicating that at least one document has been successfully uploaded.

• To add additional documents or remove an existing document, tap on Update or Delete.

• Select Continue to proceed.

• Save the changes or document uploads once you have completed the setup.

Setup Franchise Routes Outstanding Work Orders

To Setup Franchise Routes Outstanding Work Orders, follow these steps:

Mobile Access:

• For mobile access, the list view is presented below.

• Click on the Bottom Bar or Action Bar at the top or bottom of the window.

• Navigate to the setting up franchise routes outstanding work orders option, which will open in a new window or separate mobile screen.

• Within the interface, you can view the existing outstanding work orders for franchise routes.

• To add new outstanding work orders, tap on the New option.

• Enter the necessary details for the new outstanding work order, such as route information and specific tasks.

• Save the new work order once all required information is entered.

Setup Franchise Routes Status

1. Navigate to the Franchise Routes Status option.

2. Review the list of routes status available in the system.

3. Check if the route status (active, inactive, or deleted) is visible under the route list.

4. If the route status is not visible, check if the route list fields are customizable in the system's configuration.

5. If route list fields are customizable, modify the settings to include the route status information.

6. Ensure that the route status is displayed prominently for easy visibility and management.

7. To change the status of a route, select the desired route from the list.

8. You can also make amendments to an individual route by accessing the details screen.

9. Make the necessary changes to the route status and save the updates if required.

10. Exit the route management section when finished.

Route Status Definitions

The different Setup Franchise Routes Statuses along with their descriptions are explained below:

Active: Indicates that the route is currently active and visible in the route list, schedule, and report filters.

Inactive: Signifies that the route is inactive. It cannot generate availability going forward but can still accept bookings, depending on the route type.

Deleted: Denotes that the route has been deleted and is no longer visible in the route list, schedule (only in the past when it was active), and report filters.

The table facilitates a convenient comparison of attributes among the various statuses, helping users to easily understand the differences between them.

Setup Franchise Routes Type

1. Access the Setup Franchise Route Type option.

2. In the Setup Franchise Route Type, you can define different types of routes that apply globally to your franchise.

3. After defining route types globally, users can assign any particular route type to each specific route in their franchise.

4. The Routes Type is accessible by clicking on the Routes list.

5. Depending on the user's view permissions, the Route Type may or may not be accessible in the routes list.

6. Customize the visibility settings to ensure the preview and management of route types effectively.

7. You can also make amendments to an individual route type by accessing the details screen.

8. Make the necessary changes to the route type and save the updates if required.

9. To choose a route type, users can utilize a visual aid that provides clear information about the specific services associated with each route type.