Once you have a segment created (either through the segment builder or by manually creating a segment). You can edit the segment using the segment editor. Note that you can only create the segment using the segment builder located in the order board. Once the segment is created, adding or removing orders, splitting the segment and other tools are all completed in the segment board in the corresponding segment Editor tool. In order for you to utilize the feature, you will need to have the segment editor option enabled within the roles screen; located in the administrator section of VIA.
Once you have your segment and any related orders created, click on the side menu and select the toolbox option. Within this menu item you should see the segment editor option.
Click on the Segment Editor tool to begin. Drag your segment that you want to work on into the segment editor.
Once you have added the segment from the board into segment editor you will see a summary section at the top of the tool to show you how many segments you have as well as how many total stops are on the segment. Below that you will find the segment editor buttons:
These buttons will perform the following actions:
Add Stop - When you press this option, you will be able to Add a stop such as a terminal or border crossing, remove all pickup stops or remove all delivery stops. If this is an LTL Regional pickup for example, you may want to add a terminal stop and then remove the deliveries as they will be added to a different segment when the orders reach the delivery terminal.
Manual Merge - While the system has the ability to automatically merge stops this option will allow a user to manually merge two stops together. For example, if you have two pickup stops that are picking up at the same location but not at the same time the system will not automatically merge them. If you want them merged you can do that using this manual merge option.
Auto Merge - If you have multiple stops occurring at the same location at exactly the same time, they system can automatically merge them together for you. If you find this option does not work, it is possible that the scheduled PU time may be different on the stops.
Clear All - If you want to clear everything you have done and start again, clicking the clear all button will remove all the orders from the segment builder, all the merges will be removed as well as the stops. You can start the process again.
Finalize - Once you are done merging, adding and removing stops, you can press the finalize button. The system will ask you what board and what list you want to create the new segment in. It will them assign the orders in the segment builder to your new segment.
The following video will show how to build a segment
Once the segment has been built the orders display a segment icon on their mini card
Additionally, when you open a card that has been put on a segment, you can see the segment that each stop is assigned to.
You can click on the segment number within the stop to open the segment card. From within the segment card, if there are multiple orders on a segment stop because they were merged together, each bill number will show on the segment stop
