Creation and management of routes for Distributor

Modified on Tue, 2 Dec at 5:13 PM

In this video, we will guide you thru the creation and management of a distribution route.

01 Log in to your account via this link: pivohub.com/app



02 Create a new route


Click on the new route creation button.

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03 Name the route.


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04 Description of the route

Add a description of your route. For example, how to distinguish it from an existing road.


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05 Description of the road

Enter "West of Saint-Laurent" in the field provided for this purpose.


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06 Message on the road

You can enter a message for this route, for example, the delivery frequency.



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07 Description of the route

Fill the text area with a description or relevant comments for your route.



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08 Save and create

Save your changes to create this new route.



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09 Go to your retailers Go to your retailers

Now navigate to the tab of your retailers.



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10 Select retailers

You can select one or more retailers to add or remove from a route using the selection boxes.



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11 Select retailers

Select the stores and merchants to include in the distribution route.



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12 Add Your Retailers

Click on the mass action button to change the membership of the selected retailers to a route.



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13 Select the Route

We will select the route we just created. You also have the option to add more than one route at a time. You can also remove routes through this same window.



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14 Save the changes

Save your selection



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15 Confirm the add

And confirm the addition in the next window.


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16 Visualization of Your Route on the Map

Now, let's go see this road on the map.


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17  Apply a filter.

Let's apply a filter to the new route. It will be displayed on the map.



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18 Pick a route to observe

Choose an itinerary



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19 Choose a route



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20 Which retailers to display

You have the option to display only the retailers on the road or all your retailers.



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21 Confirm your choice of filter.



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22 To see your route more clearly, you can adjust the zoom on the map.


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23 Putting a customer on a route with a geographic view

In our example, we notice a retailer located near our new route that should be included.



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24 Click on the route to which you want to add the customer.



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25 Confirm your choice

save your selection



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2Close the window



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27 Result of adding a client to a route

And there you go, this retailer is now added to the new route.



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Thank you and feel free to write to us for more information or to share your suggestions for improving this feature. See you next time!

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