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ID208 - OptimoRoute Integration, Overview & Sample

This process will integrate e-automate with OptimoRoute to automate the flow of delivery data between the two systems

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Overview | Samples | Variables | Alert Functionality | Best Practices & Tips | Related Alerts

 

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Overview

Overview

Ensuring your delivery trucks take the most efficient route saves time, reduces fuel costs, and gets orders to customers faster. This process will integrate e-automate with OptimoRoute to automate the flow of delivery data between the two systems. When a sales order in e-automate reaches the correct status, it will be automatically pushed to OptimoRoute as a delivery job. Once the delivery is completed, confirmation data will be pulled back into e-automate and the sales order will be updated accordingly.

 

Run Schedule:  N/A

Type of Output: API Data push

 

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Sample

Sample

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Variables

Variables

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Alert Functionality

Alert Functionality

The initial outline of this process is detailed below, note during the development stage there will likely be adjustments made:
  • This process will query e-automate for sales orders matching specified order types and a detail status of Shipped. The relevant sales order data will then be transmitted to the OptimoRoute API as delivery jobs.
  • OptimoRoute will use the orders to plan optimal delivery routes. Routes can be manually overridden for priorities.
  • The driver will deliver the order, capturing a signature and photos via the OptimoRoute mobile app.
  • CEO Juice will make a periodic API call to OptimoRoute to retrieve delivery confirmation, including delivery date/time, signature, and photos.
  • The confirmation data will be attached to the corresponding sales order in e-automate and the order status will be updated to Delivered.
 
This process requires that you have an active OptimoRoute account and API access

 

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Best Practices & Tips

Best Practices & Tips

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Related Alerts

Related Alerts

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