What Is Manual Routing?

Manual routing is the assignment of work, either product or service delivery, to one or more routes, each assigned to a vehicle and/or worker.

It provides the greatest control over the assignment process since each service order or delivery ticket is reviewed by a human route planner and then assigned.

When the route planner has head knowledge above and beyond what is maintained in a business application or ERP system, manual routing ensures that the right worker or vehicle is always assigned.

How Are You Doing It Now?

Map showing stops before assignment

If there are no automated tools being used:

  • Service orders or delivery tickets are printed out.
  • These tickets are sorted by hand into groups.
  • When an unknown address is encountered, a map book or a map web application is used to find the location.
  • Each route is sorted in a sequence to minimize the distance traveled.
  • If time windows or other business rules interfere with the desired sequence, one or more tickets must be moved to a different route.
  • The process continues until all tickets have been assigned.

How Could You Be Doing It?

Map showing stops after assignment

Manual routing can be made more efficient.

Even if all assignments are made by a human route planner:

  • The sales orders or tickets can be copied from a business application or ERP system.
  • The tickets can be spotted on map with no human intervention.
  • The assignments can be made with a drag and drop interface.
  • Time windows and other business rules can be checked immediately.

The route planner still makes the assignments, but uses automated tools to reduce the time needed to make the assignments.