Adding Stops to the Shortlist

How to add stops to the Shortlist to be included in an optimized schedule.

In order to create a schedule, you first need to add points from the map to the Shortlist.

You can add stops to the Shortlist in the following ways: 

  • Use Multi-add to click on the map and draw an area selecting all the points inside that area.

    • Left click on the map to start drawing the area and then double click or use the green check to complete.

    • All points within the area will be added to the Shortlist

    • Click the red x to delete the area

Multi-Add-crop

  • Recommendations – The Recommendations Index allows you to prioritize which stops are added to the Shortlist based on any values that exist in your data. For example, you can create a Recommendations Index on Potential sales to add only the highest value accounts to the Shortlist.

    • First, set recommendations parameters in the Settings menu.

    • Click on the Recommendations tab and Add Recommendations Index

    • In the Create Recommendations Index Window, Name the Recommendation, and choose a dataset and field/fields to base the recommendation on, then click Complete

      • If you add more than one field to be used in the Recommendations Index, assign a Weight to each field. The Weight must add up to 100%.

    • Click Done on the Settings Menu

    • Click on the Multi-add dropdown, and choose Recommendations, then Specify the number of stops to be added to the Shortlist based on the active Recommendation Index. Click Add.

Use Recommendations to add stops to shortlist

    • In this example, the 80 highest value accounts will be added to the Shortlist

  • Add all the points from one dataset to the Shortlist

    • Click on a dataset name in the multi-add drop-down to add all points from that dataset to the Shortlist

  • Add all points from all datasets on the map to the Shortlist

    • Click Add All in the multi-add drop-down to add all points from all points datasets to the Shortlist

  • Add points individually by clicking on the point on the map, then click Shortlist in the popup window

  • Use a custom area or territory

    • Click on a custom area or territory on the map, then click Shortlist in the pop-up window

    • All points that intersect that area will be added to the Shortlist

Add Point or Points in Area to Shortlist

  • Use a radius or drivetime buffer
    • Click on a point and select Buffer in the pop-up window. Select Radius or Drive Time
    • Set the Radius or Drive Time criteria and select Done to apply the buffer
    • Click on Shortlist in the Buffer pop-up window
    • All points that intersect that Buffer will be added to the Shortlist

Add Points in a Buffer to Shortlist