Bulk actions

Many core EasyRoutes features can be further streamlined by performing bulk actions on orders or routes - for example, exporting multiple routes at once, editing driver tasks for multiple stops in a route, or applying delivery statuses and triggering customer notifications for multiple stops in a route. Note that some bulk actions relying on Shopify functionality (like View in orders page) are only available on EasyRoutes for Shopify.

Click the title of any bulk action described below for full details on how to work with each feature.

Orders Page

Access the Orders page from the EasyRoutes sidebar navigation menu and follow the steps below to perform these bulk actions.

Add/Remove tags:

Use the checkboxes to select orders for tag additional/removal. Click into the More actions (three dots icon) menu that appears in the upper right-hand corner of the table, and select Add tags or Remove tags:

Orders table with four stops ticked and their checkboxes outlined, and the More actions menu open with Add tags and Remove tags outlined

When adding tags, use the text input bar to search existing tags, or select from the list of tags already applied to other orders; any tags that have not already been applied to other orders can be added using the + Add button just below the text input bar. Use the checkboxes to select any tags to apply, before clicking the Save button to confirm:

Add tags dialog with Local Delivery typed in the search bar, an Add "Local Delivery" button below it, existing tags under Your tags and a Save button

When removing tags, existing tags for selected orders will be displayed - use the checkboxes to select tags for removal, before clicking the Save button to confirm:

Remove tags dialog with the Local Delivery - Friday tag ticked under To remove, another tag under Your tags, and a Save button

Note: The add/remove tags bulk actions apply only to stops imported into EasyRoutes via CSV file, the EasyRoutes API, or Zapier import stops action. We recommend taking advantage of Shopify's native bulk tagging feature to add/remove tags for Shopify orders, which will automatically sync into the EasyRoutes Orders page for applicable orders.

Routes Page

Access the Routes page from the EasyRoutes navigation menu and follow the steps below to bulk export routes, add multiple routes to a route group, or archive routes as a batch.

Export routes:

Use the checkboxes to select routes for export. In the action menu that pops up in the upper right-hand corner of the table, click the Export selected button:

Routes list with three routes' checkboxes ticked and outlined, and an arrow pointing at the Export selected button above the table

Follow the prompts to export all selected routes in the format of your choice.

Add routes to a group:

Use the checkboxes to select routes to add to a route group. In the action menu that pops up in the upper right-hand corner of the table, click the Add routes to group button:

Routes table with three routes ticked and their checkboxes outlined, and an arrow pointing at the Add routes to group button

You'll be taken to a new page where you can filter existing route groups, and click the plus icon on the left-hand side to immediately add the routes to the route group of your choice, or use the Create new group button to add the selected routes to a brand new group:

Create or add to group page listing existing route groups, with the plus buttons in the Action column and the Create new group button outlined

Archive routes:

Use the checkboxes to select routes you'd like to archive. Click the More actions button (three dots icon) from the menu that appears in the upper right-hand corner of the table, and select Archive routes:

Routes page with three routes ticked and their checkboxes outlined, and the More actions menu open with Archive routes outlined

Add/remove route tags:

Use the checkboxes to select routes for which you'd like to add or remove tags. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon), and select Add tags or Remove tags:

Routes page with three routes ticked and their checkboxes outlined, and the More actions menu open with Add tags and Remove tags outlined

Individual Routes

Access any previously created route and follow the steps below to bulk re-order stops, apply delivery statuses to multiple stops, edit stop times, tasks, or priority status of multiple stops, and more.

Re-order stops:

Use the checkboxes to select all stops for re-ordering. On any of the stops selected, click and drag on the dragging handle (six dots icon) - selected stops will be highlighted, and a tooltip will display the number of stops being moved. Drop the selected stops to their new desired location in the route table:

Three steps of re-ordering stops: stops 3 to 5 ticked, then dragged by the six-dot handle to the top of the route, then shown as the new stops 1 to 3

When you are happy with your new route order, click Save button to apply your changes.

Edit stop type:

Use the checkboxes to select any stops you want to update the stop type for. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Edit stop type:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Edit stop type in the More actions menu

From the dropdown menu that pops up, select which stop type (Delivery, Pickup, or Task) to apply to the selected stops, and click the Save button:

Edit stop type dialog with Pickup selected in the drop-down, a note that it overwrites the stop types of all selected stops, and a Save button

Click Save again at the top of the page to commit these changes to the route.

Edit stop times:

Use the checkboxes to select any stops you want to update the stop time for. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Edit stop times:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Edit stop times in the More actions menu

Input the updated Time per stop value to apply to the selected stops. When you have made your changes, click Save to apply them.

Edit stop notes:

Use the checkboxes to select any stops you want to edit the stop note for - note that this action will overwrite any existing stop notes associated with the selected stops. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Edit stop notes:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Edit stop notes in the More actions menu

Input any required stop note information into the modal that pops up, and click Save:

Edit Stop Notes dialog with a text box for the note, a warning that it will overwrite existing stop notes, and a Save button

Click Save again at the top of the page to commit these changes to the route.

Edit stop tasks:

Use the checkboxes to select the stops you wish to edit tasks for. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Edit stop tasks:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Edit stop tasks in the More actions menu

From here you can bulk edit route tasks common to the selected stops, as well as individual custom tasks for each stop:

Edit stop tasks

Click Save in the top right corner after making any necessary updates to stop tasks.

Set as high priority:

Use the checkboxes to select the stops you wish to mark as High Priority. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Set as high priority:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Set as high priority in the More actions menu

Click Save in the top right corner after making any necessary updates to stops' priority status.

If a stop is already marked as High Priority, to reset the priority status to the default value, use the same workflow described above, clicking Remove priority from the More actions menu instead:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Remove priority in the More actions menu

Unroute stops:

Use the checkboxes to select stops to unroute. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Unroute stops:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Unroute stops in the More actions menu

Stops unrouted in this manner will be removed from their current route and sent to that route's Unrouted stops tab for further, centralized review.

View in orders page:

Use the checkboxes to select stops you'd like to perform further actions on within the Shopify admin but outside of EasyRoutes. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select View in orders page:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at View in orders page in the More actions menu

A new window/tab will open with the selected orders pre-filtered within the Shopify Orders page. Perform any necessary actions (update fulfillment status, capture payments, print packing labels, etc.) before closing this window/tab to return to EasyRoutes.

Mark as:

Use the checkboxes to select stops to mark with a new delivery status. From the menu that appears in the upper right-hand corner of the table, click the Mark as... button, and select the delivery status you'd like to apply to these stops:

Route stops table with four stops' checkboxes ticked and outlined, and an arrow pointing at the Mark as... menu open to Ready, In Progress, Completed and Attempted

If you've enabled EasyRoutes customer notifications, you'll be prompted with the option to send the notification associated with this delivery status:

Send notifications? dialog with Send EasyRoutes notifications to updated stops ticked and an Update status button

Depending on your EasyRoutes settings, marking stops with any status in bulk may also trigger a Shopify order fulfillment. Configure which delivery statuses will automatically fulfill a Shopify order from your EasyRoutes Settings > Automations tab, within the Fulfillment options section.

Edit time windows:

Use the checkboxes to select stops to edit or add delivery time windows. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon) and select Edit time windows:

Route's stop list with two stops ticked and their checkboxes outlined, and an arrow pointing at Edit time windows in the More actions menu

Input the desired delivery time window for the selected stops before clicking Save:

Edit Time Windows dialog with Start of time window set to 08:00 AM, End of time window set to 10:00 AM and a Save button

Note: Time windows can be open-ended, with only a Start of time window value OR with only an End of time window value. For example, a stop with only a Start of time window value of 8:00am is eligible for delivery any time after 8:00am; a stop with only an End of time window value of 4:00pm is eligible for delivery any time before 4:00pm.

Route Groups

Many of the bulk actions described above for standalone routes can also be performed on multiple stops within route groups, even if selected stops are a part of multiple routes within the group.

When viewing the "All routes" page of any existing route group, access the Stops tab to see a complete list of stops across all routes contained within the current group:

Route group page with the Stops tab circled, listing the stops of both routes, and an arrow pointing at All routes in the route menu at the top right

Use the checkboxes to select stop(s) from any route within the group. From the menu that appears in the upper right-hand corner of the table, you can:

Click the Move within group button to select another route within the current group to move these stops to.
Click the Remove stops button to remove the selected stop(s) from the current route and route group.
Use the Unroute stops action to remove the selected stop(s) from the current route, and move them to the group's Unrouted stops tab for further review.
Use the Send to route action to move the selected stop(s) to a new or existing route.
Use the Optimize as a new route action to create a new route within the existing group, move the selected stops there, and optimize it.
Use the Unselect stops action to clear your current checkbox selection(s):

Route group's Stops tab with stops from two routes ticked and their checkboxes outlined, and the outlined action menu offering Move within group, Remove stops, Unroute stops, Send to route, Optimize as new route and Unselect stops

Routes contained within a group can be re-optimized individually or in batches, while maintaining the initial optimization of other routes within the same group. From the All routes view of any existing route group, use the checkboxes to select route(s) requiring re-optimization; from the menu that appears in the upper right-hand corner of the table, select Optimize route(s) to re-optimize only the route(s) that have been selected:

Route group's All routes view with three routes ticked and their checkboxes outlined, and the More actions menu open with Optimize routes outlined

Group and route schedules can also be updated using the checkboxes and bulk actions. From the All routes view of any existing route, use the checkboxes to select which routes to update schedules for; click the Schedule routes button that appears in the upper right-hand corner of the table, and select a desired start date/time as required:

Route group's All routes view with three routes' checkboxes ticked and outlined, and an arrow pointing at the Schedule routes button above the table

Routes contained within a group can be dispatched in bulk, so long as they already have a driver assigned. Once successfully dispatched, routes will update to display with a checkmark icon next to the assigned driver's name, as Jane Doe's appears in the example below.

From the All routes view of any existing route, use the checkboxes to select which routes to dispatch; from the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon), and select Dispatch routes:

Route group's All routes view with three routes ticked and their checkboxes outlined, and the More actions menu open with Dispatch routes outlined

Route tags can also be added from the All routes view of any Route Group. Use the checkboxes to select which route(s) you'd like to apply tag(s) to. From the menu that appears in the upper right-hand corner of the table, click into the More actions menu (three dots icon), and select Add tags or Remove tags:

Route group's All routes view with three routes ticked and their checkboxes outlined, and the More actions menu open with Add tags and Remove tags outlined