User Guide/App Modules/Route Planning & Drivers
Route Optimization Guide

Route Planning & Delivery Boy Operations

Learn how to group customer addresses into delivery routes, assign delivery boys, sequence route stops, and execute fast bulk route deliveries.

Smart Delivery Route Management

Organizing your customer base into logical delivery routes saves fuel, prevents missed deliveries, and allows delivery boys to complete 50+ jar drops in half the time.

1. Creating Routes & Area Groups

Group customers geographically into named delivery routes:

  • Route Naming: Create route names based on areas or landmarks (e.g., Varachha Route 1, Station Road Commercial Route).
  • Assigning Customers to Routes: When editing or creating a customer, select their primary delivery route from the dropdown menu.

2. Assigning Routes to Delivery Boys

Give each delivery boy mobile app access for their specific route:

  • Driver Login Credentials: Create a mobile number and password for each staff member under Delivery Boys → + Add Driver.
  • Route Privacy Protection: Drivers logging into their mobile app only see customers assigned to their specific route.

3. Executing Bulk Route Deliveries

Log entire delivery routes in 1 minute using the Bulk Route Entry feature:

  • Select Route: Choose a route (e.g. Morning Varachha Route) on the Daily Entry screen.
  • 1-Tap Quantity Counters: Tap +1, +2, or +5 next to each customer's name to record jar drops and empty returns instantly in sequence.

Route Planning Reference

Quick reference guide for route management:

FeatureOwner ActionDriver Visibility
Route Area GroupingGroup customers by localityViews route customer list
Staff Account LoginSet mobile & passwordMobile app login access
Bulk Route DropsMonitor live route progress1-tap jar drop logging

Frequently Asked Questions

Can I reassign a customer to a different delivery route later?

Yes! Open the customer details screen and select a new route from the dropdown. The change takes effect immediately for future route sheets.

What happens if a delivery boy leaves my shop?

You can change their password or deactivate their driver login account in 1 tap under Delivery Boys → Driver Settings.

Next Step Guide

Learn how to setup bank UPI QR codes for automatic bill payment collection.

Bank UPI QR Setup Guide →