Distribution
The Route Manager
Pick & Pack
Streamline has four different built in templates for Pick & Pack: 1 and 2 are organised by Delivery Route › Address, so as to pack the vehicle in route order, stipulated in...
Delivery Notes / Packing Slips
Create unlimited packing slip templates and attach them by customer’s delivery address. For example, you may want to show prices to one address only where the driver has to pick...
The Driver Report
The Driver Report lists the addresses that we are visiting on the given date, organised according to the Route Manager. There are two options: PDF ready and The Manifest. PDF may...
Delivery Charges & Delivery Rules
1. Set Delivery Rules per AddressDefine Delivery Rules and Delivery Charges for each customer address to ensure accurate billing and route planning.Distribution › Settings › Delivery Rules 2. Use the...
Exporting Orders – OptimoRoute
Only snapshotted orders will be exported to OptimoRoute. To export order to OptimoRoute, simple go to either of these pages then Click Send to OptimoRoute: After clicking Send to OptimoRoute, it...
Before & After Sending Data
Before Sending the Data to OptimoRoute After Sending the Data to OptimoRoute
OptimoRoute – Streamline
OptimoRoute field settings for streamline and their function. 1. OptimoRoute Api Key – Unique access used to export order data to your OptimoRoute account. Go to OptimoRoute API Key instructions. 2. Only export routes with...
OptimoRoute API Key
Load Settings – OptimoRoute
Capacity Settings Packaging Type OptimoRoute Capacities are matched by Streamline Packaging Types.
Locations in OptimoRoute
1. Manage your OptimoRoute Location directory in Administration › Locations then select Location Directory from the left menu. 2. If the location does not exist, it is automatically added to OptimoRoute during export. Add Locations Manually Delete...
Driver External Identifier
Set Driver External Identifier to Route You can assign a driver’s external identifier to a route using either of the formats below: Format 1 In Streamline, navigate to:Distribution › Settings...
Detrack
Detrack offers live: Detrack is a third party app. Please visit Detrack.com for costs. The first vehicle is free! We can not be held responsible for any malfunction of the Detrack platform....
Detrack Operations
Please note – only today’s data is exported to the driver’s mobile phone. Therefore, if you export any other date than today, that data will not be visible on the...
Detrack Account Setup
To create a Detrack account, visit: https://app.detrack.com/dashboard/#/register Connect Streamline to Detrack Assign Streamline Routes to Detrack Install the Detrack POD App and Add Your First Vehicle To complete the setup,...
