Digital Control Tower

This the heart of the system. Manage your customers and products here.

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42 articles in this collection
Written by Kaitlin Mercier, Matthew Morris, Vira Koreneva and 2 others

Setting Up Your Zebra Label Printer

How to set up Zebra Browser Print so you can print labels from Routeique™.

Written by Kelsey Gagnon
Updated over a week ago

Dashboard Overview in the Digital Control Tower

Learn the basic functionality of the dashboard and chatbot.

Written by Kelsey Gagnon
Updated over a week ago

Financial Hub Field Mapping

Written by Sari Waldman
Updated over a week ago

User Permission Transition

We are changing the way user logins and permissions work. Here is what you need to know.

Written by Vira Koreneva
Updated over a week ago

Automatic Purchase Order

A brief description of the benefits and function of Auto PO.

Written by Vira Koreneva
Updated over a week ago

Initial Setup with Routeique™

First Time User - Digital Control Tower

Get started setting up the home base of your operations!

Written by Kelsey Gagnon
Updated over a week ago

Customer Owners

Learn how to set up your customer owners for invoicing in the Digital Control Tower!

Written by Kelsey Gagnon
Updated over a week ago

Adding a New User

Creating a new user and assigning product access in the Digital Control Tower.

Written by Sari Waldman
Updated over a week ago

Managing Tags

A brief guide on adding tags to products.

Written by Kelsey Gagnon
Updated over a week ago

Warehouse Management

Setup and manage your warehouse, zones, bins, and access points.

Written by Kaitlin Mercier
Updated over a week ago

Add and Edit Routes

How to create a new delivery route and edit existing routes.

Written by Kelsey Gagnon
Updated over a week ago

Add and Edit Vendors

How to add a new vendor to your vendor list and edit existing vendors.

Written by Kelsey Gagnon
Updated over a week ago

Add and Edit Products

How to add new products and manage existing products.

Written by Matthew Morris
Updated over a week ago

Add and Edit Customers

How to add new customers, edit existing customers and assign customers to a route.

Written by Kelsey Gagnon
Updated over a week ago

Black Out Days

Create dates on which customers cannot place orders.

Written by Kelsey Gagnon
Updated over a week ago

Managing Product Pricing

How to set prices, create price plans, and specify pricing by customer.

Written by Kaitlin Mercier
Updated over a week ago

Financial Hub

Onboarding with the Routeique™ Financial Hub - QuickBooks Online

How to link your QuickBooks Online account to Routeique™.

Written by Matthew Morris
Updated over a week ago

Onboarding with the Routeique™ Financial Hub - Export

How to export invoices from Routeique™ without a direct integration with QuickBooks Online.

Written by Matthew Morris
Updated over a week ago

Financial Hub for Routeique™ Products

How to link products to your accounting software.

Written by Kelsey Gagnon
Updated over a week ago

Financial Hub for Routeique™ Customers

How to link customers to your accounting software.

Written by Kaitlin Mercier
Updated over a week ago

Financial Hub Invoices

Push your Routeique™ invoices to your accounting software.

Written by Kelsey Gagnon
Updated over a week ago

Financial Hub Invoices for Export

How to export invoices using Financial Hub's Export feature.

Written by Matthew Morris
Updated over a week ago

Route Management

The War Room Map

Visualize your routes and order information using the War Room Map.

Written by Vira Koreneva
Updated over a week ago

Optimize Your Routes (Digital Control Tower & DMS)

Manage your Routes and Scheduling using the Digital Control Tower and the DMS.

Written by Kelsey Gagnon
Updated over a week ago

Vehicles

Learn how to set up the vehicles on your routes in the Digital Control Tower.

Written by Kelsey Gagnon
Updated over a week ago

Inventory Management

Inventory Management

Add, edit, and review inventory, and track statuses.

Written by Kelsey Gagnon
Updated over a week ago

Inventory Transaction Log

Track all your changes to inventory with the transaction log.

Written by Kelsey Gagnon
Updated over a week ago

Warehouse Transfers

Create, Pick, and Receive Transfers flowing from one warehouse to another.

Written by Vira Koreneva
Updated over a week ago

Create Purchase Orders

Learn how to create, review and submit purchase orders.

Written by Kelsey Gagnon
Updated over a week ago

Receiving Purchase Orders

Receive purchase orders using the Digital Control Tower.

Written by Kelsey Gagnon
Updated over a week ago

Restocking Inventory

Use the Digital Control Tower to restock your inventory after the receiving process.

Written by Kelsey Gagnon
Updated over a week ago

Claims in the Digital Control Tower

Learn how to submit product to claims.

Written by Sari Waldman
Updated over a week ago

Loading Orders

Use the Digital Control Tower to load orders onto routes.

Written by Vira Koreneva
Updated over a week ago

Picking Orders

This guide will show you the process of picking an order through the Digital Control Tower.

Written by Vira Koreneva
Updated over a week ago

Order Management

Import Orders

Import existing orders in bulk into the Routeique™ platform.

Written by Sari Waldman
Updated over a week ago

Add and Edit Orders

Use the Digital Control Tower to create, edit and deliver orders.

Written by Kelsey Gagnon
Updated over a week ago

Standing Order

Learn how to create standing orders in the Digital Control Tower.

Written by Kelsey Gagnon
Updated over a week ago

Recurring Orders

Use the recurring order system to automatically schedule standing orders.

Written by Kelsey Gagnon
Updated over a week ago

Automatic Order Plan

Learn how to create and edit Automatic Order Plans in the Digital Control Tower.

Written by Kelsey Gagnon
Updated over a week ago

Reporting

Combined Sales Report

Learn to create a combined filtered report in the Digital Control Tower.

Written by Kelsey Gagnon
Updated over a week ago

Delivery Sequence Summary Report

Learn about the report that allows you to see the delivery time and delivery sequence for orders on an optimized route.

Written by Sari Waldman
Updated over a week ago

Time Reports

These reports will help you track driver shift data.

Written by Vira Koreneva
Updated over a week ago