Address book

To save frequently used addresses and use them when creating orders and planning, use the address book. To make it available, open Settings and enable the Saved addresses option. The table with the saved addresses will appear under Master data → Addresses.

Here, you can:

• Add an address manually.
• Upload addresses from Excel.
• Edit addresses.
• Delete addresses.
• Plan routes.

The address table has the same fields as the order settings and has a similar workflow.

Adding an address manually

1. Go to Addresses.

2. In the upper-right corner, click Add address.

3. You can fill in the Address* field in one of the following ways:

   • Type in the address.

   • Select the location on the map. The selected location will appear in the Address field.

     You can move the marker if needed, and the address will update automatically.

4. Fill in the following fields:

   • Delivery time: Time interval in which the location needs to be visited. If not specified, the default period 00:00–23:59 is used.
   • Service duration: Time allocated for visiting the location. If not specified, the value from the company settings is used.
   • Company: Company name.
   • Recipient: Recipient's name.
   • Phone number: Recipient's phone number.
   • Comments: Comments on the location.

   

5. Click Save.

Adding an address via Excel

To import addresses from an Excel file:

1. Go to Addresses.

2. Click Upload from Excel.

3. Download and fill out the template.

4. Click Upload.

In case of upload errors, download the file with errors, fix them, and upload the file once again.

Only new addresses will be added to the address book if you upload addresses from a file. If an address is already in the list, it won't be added again, changed, or deleted.

After the file is successfully uploaded, you'll see the number of imported addresses.

Editing an address

To edit an address:

1. Go to Addresses.

2. Select the address.

3. Enter the new value in the field you want to change.

4. Click Save.

To change the location on the map, move the marker where it needs to be.

Deleting an address

To delete an address:

1. Go to Addresses.

2. Open the address.

3. In the lower-left corner, click .

4. Confirm your action.

Planning routes from the address book

1. Go to Addresses.

2. Select the addresses.

3. Enter the planned date.

4. Assign a courier to the selected addresses in one of the following ways:

   • Manually from the list.
   • Using automatic planning: Select Assign to couriers.

5. Click Build route.

To view the resulting solution, edit, and send the route for processing, open Route planning.

Contact support

Required field.