Integrate EZ Route in to Order Manager by using Route Manager - Confirmed
Route Manager-Confirmed is found in the filter menu on Order Manager. It is used to move orders to EZ-Route for delivery. This filter shows only orders in a Complete status that have a Ship Via recognized by EZ-Route.
1. Select Route Manager – Confirmed from the filter menu, as seen in the above example. 
2. You will need to Clean Up or reconcile the previous day’s orders to reflect your current set of deliveries. In the above example all selected orders are left over from the previous day. From here you have three options.
A - Manually Marking the Order as Delivered This part was delivered but was not marked Delivered in EZ-Route. Marking it as Delivered allows it to fall off this list.
B - Removing the Order from Route Manager Only remove orders from Route Manager if the order has been changed or cancelled.
C - Setting the Scheduled Delivery Date The Scheduled Delivery Date is applied to a part when it is finalized in Order Manager. If the part still needs to be delivered, you will select the option Set Scheduled Delivery Date to update it to reflect the next available day for delivery.
3. If an order was previously sent to EZ-Route, it will have an EZ-Route Status of Sent.
4. If that part were on a published route it would reflect Published or Out for Delivery.
5. If it has not been sent to EZ-Route the status will be Not Sent. 
6. If the Not Sent order is complete and ready for delivery, select that order and send it to EZ-Route.
7. If an order is Sent but has not been delivered or published, you may need to send it again.
8. If the order was sent to EZ-Route but not delivered the status will say Not Delivered. In this case you have the option to right click and View Delivery Information.
9. This action will pull up any tracking information and notes about why the part may not have been delivered. You then can decide about adjusting the delivery date and attempting to
deliver the order again. 
Delivery information screens have details about the delivery. This is an example for a part that was Not Delivered.
After you have reconciled the previous day’s orders, you would then be looking at only current and future delivery dates. On these orders there are Indicators to convey specific information about the part.
In the above example you can see green and yellow circles in the indicator’s column.
Example A is in yellow. Yellow indicators alert you that not all parts for that Work Order have been
completely processed.
If you hover over the indicator with your cursor there is more detail. In this example only 4 of 5 parts are complete for this Work Order causing it to be flagged as Incomplete.
Example B is in green. Green indicators signify that all parts on the Work Order are processed and in a Completed status.
These orders are ready to be sent to EZ-Route if they have not already been sent.
10. After all adjustments have been made, orders have been sent to EZ-Route, and delivery dates are accurate, you are then ready to move to the routing screen.
11. As drivers make their stops and mark parts as Delivered on the EZ-Route App, the parts will fall off this list.
12. The remaining parts will be waiting for reconciliation the following day, repeating the above process.
13. This will be a daily task to keep up with deliveries being made and to keep track of what has been delivered and what may need to be delivered.
14. Each day you will be adjusting these orders to reflect only current and future delivery dates.