Segment Editor - Multi Order Consolidation

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.

Open

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:

Open

These buttons will perform the following actions:

Add Stop - This option will allow you to create another stop on your segment. This can be a pickup/delivery or other type stop

Manual Merge - This option will allow you to manually merge the stops on the segment. Once you click the button, you can drag one stop onto another. When you do , if the stops do not have identical information, you will get a popup error similar to what you see below:

This message means that if you confirm the merge, the card that you dragged in order to merge will lose it’s information.

Manage Orders - This option will allow you to add orders to the segment or remove orders that were previously assigned to the segment (either through the segment builder or the segment editor). When you click this button, you will see all the orders that are assigned to your segment. You can click on the add new order button, you can search for an order and then add it to the segment. You can also see a list of the orders that are currently on the segment and remove them if they no longer need to be on the segment.

Clear All - This option will clear out all of the changes that you have made on the segment during the session.

Confirm Changes - Once you have completed your changes, selecting this button would save whatever changes you have made.

At the bottom of the segment builder, there is another button called Add Split

When you click this option, you will be asked if you want to generate your split based on an existing stop OR by entering a new stop. If you pick existing stop you will see a list of the stops in your segment that you can choose from. If you choose to Add a new stop, you will have to give details on the stop.

The system will create 2 new sections when you enter or select your stop. second section will store the connecting stop. There will also be a third section created. You can drag the stops following the connecting stop from the original segment.

When you are done, click on the checkmark button to save your changes. A new segment will be created, and both the initial and the new segments will show a linked icon on the mini cards.

When you open a linked card, you will see the various cards that are connected either on the top or bottom of the card (depending on if the segment is the first or second segment).

You can click on these links to navigate between the linked segments.