Creating a Plan

• Access Planning Mode: Log into your Routestripe account and switch to Planning mode via the upper-left section.
  
• Select a Date: In the Plans side section, click the date button to choose the target date for the plan.
  
• Add a Plan: Select Add Plan, enter the plan title, choose the warehouse from the dropdown menu, and save your entry.
  
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Adding Drivers and Visits

• Add Drivers:
  • Use the Add Driver button to assign drivers.
  • To create a new driver, click Add New.
    
• Add Visits:
  • In the Visits section, select Add Visits.
    
    
    
  • 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).
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1. Title
2. Type of delivery, can be delivery or pickup.
3. Start and end time of the visit duration brackets. 
4. Duration for visit
5. Maximum capacity for the visit. 
6. Maximum load for the visit.
7. Address (this field shows possible addresses upon typing)
8. Interactive map for manual selection, coordinates.
9. Specifics on recipient name.
10. Specifics on recipient phone number.
11. Specifics on delivery for the recipient.
12. General note on delivery.