Welcome to Routeique™! We're excited to get you going. First, we'll get you started with the Routeique™ Digital Control Tower, which is your control centre. Here you will have access to all the features you will need to make your supply chain seamless. with features including warehouse management, an interactive customer database, inventory management, and customer and delivery tracking. Additionally, Financial Hub allows you to manage all your finances and link your accounting software.
If you prefer to watch a video on how to set up, you can click on the video below. Otherwise, continue reading for more detail!
To login, use the URL https://admin.routeique.com
The link will bring you to the specific login page for your account. You will need to fill out the login information your administrator gave you: your email address and password.
Please note the email address used will be the same email used to login to the IMS, the DMS, the Digital Control Tower and the Order Portal (there is no separate username required anymore).
If you are unsure of your password, or would like to change your password, click the 'Forgot Your Password?' link and you will be redirected to enter your email so you can reset it. Your password will need to be a minimum of 6 characters and will need to contain letters, numbers, uppercase and lowercase letters.
In most cases, you will only have access to one tenant, so upon logging in, you will be redirected to your specific dashboard. If you have access to more than one tenant, upon login, you will be redirected to a page to select the appropriate tenant from the dropdown list. Select tenant and press submit to be taken to the respective dashboard.
After you are logged in, you can get to the dashboard by clicking on the Routeique™ logo in the top left corner. Your dashboard provides you with a summary of statistics and a table of recent orders.
The table at the bottom of the page shows today's orders and can be filtered or sorted by any of the column headers by clicking on the orange arrows.
The top right-hand corner of the page has a button to view the War Room Map, which is a map that shows your warehouse, your order drop locations, and your drivers in real time.
The bottom right-hand corner has a message icon, allowing you to ask for support.
The Routeique™ team will reply at our earliest possible convenience to assist you with your questions.
To learn more about the dashboard metrics and the chatbot, check out our Dashboard Overview user guide.
Editing Your Information
You can edit any of the information you were originally given for your login credentials and you can create users for the rest of your company!
To edit your information, click on the side bar to expand it, and click your name at the top of the menu. This will take you to the Update User page.
The Update User page has two tabs: one for your user information which will allow you to edit your name, email, and other information. The other allows you to change your password.
When you are finished, click 'Update User' to save your changes.
To add new a new user please see the Add New User guide.
If a user leaves the company, you can always make them inactive by navigating to the Users tab in Settings.
Select the user you wish to edit.
Next, set all of their access permissions to off and click update user.
If you have access to more than one tenant, you can switch between tenants by clicking on the sidebar and selecting switch tenant. From there you will be taken to the original page you had landed on when you logged in. Here, you can select the appropriate tenant.
Customer Owner (Invoice Setup)
To set up your Customer Owners, check out our Customer Owner user guide!
The next step is to set up your routes. You can find a guide on that by clicking the link here.
Importing Customers and Products
Once you have created your routes, you are ready to add customers to those lists. Follow the links to learn how to create customers and products. If you already have a customer and product database, please contact Routeique™ so we can work together to merge the information into your platform. You can submit a support request here or email us at email@example.com.
Linking Customers to Routes
Once you have your customers added, you'll need to link them to their corresponding routes. You can add a route to the customer on the "Edit Customer" page. Click the teal "Add Routes" button at the top right-hand corner of the Routes and Schedule section when on the edit customer page. You can add as many routes as needed, but each will have to be added one at a time.
To set Digital Control Tower defaults, adjust your company settings by going to 'Company Settings' under the Settings menu.
On the Company Settings page, the first tab titled Console Details allows you to choose your Digital Control Tower defaults with regards to customer owner, language, and invoice template.
The second tab, called Portal Company Information, allows you to set all your company information, including location and communication details for the Order Portal. Click the green 'Update' button to save your changes.
The third tab, called Portal Order Desk Information, allows you to set login information for the Order Portal.