Bulk Importing Addresses and Run-Ordering
The Address Run-Ordering feature allows Users to configure the order in which they want Addresses delivered to, and this will then be maintained across all future allocations.
You can configure this by Exporting you Addresses from CartonCloud and then working through and ordering them how you want.
To begin, select More on the main menu, followed by Addresses in the drop-down menu.
Select the More button followed by Export to CSV.
Once downloaded, you'll have a spreadsheet similar to the below.
Note that the delivery runs are not shown. This is because the delivery runs are calculated based on the Delivery Zones table, rather than being hard-coded against addresses.
You now have a column called 'sort_order'. This is where you put the run order for the Consignment.
To do this, we recommend creating a filter across the top row so you can then filter for a specific delivery run and adjust the sort_order of each address within that run.
When filtering results, in order to have the sort_order auto-increment you need to use a formula, you can't simply type 1 into the first row, 2 into the 2nd row, and then have the system automatically fill out the rest as 3, 4, 5 etc. The formula you'll need to put into the sort_order column is this:
Where you replace $A2 with whichever row you're currently on.
You can now drag this formula all the way down the page.
If you want to make it easier to see the Addresses In Order, simply add a Smallest --> Largest sort to the sort_order column:
Once you're done with your setting the order, save the file as a CSV and import it back into CartonCloud.
From the Addresses Page just click More then Import CSV in the drop-down menu.
A word of caution
When allocating multiple delivery runs to a single driver on a single day you may find that the order of the drops becomes intertwined. The reason for this is that if you have 'Address A' with a sort_order of 5 on 'Run A', and 'Address B' with a sort_order of 5 on 'Run B', then by giving both of these runs to a driver on one day, you'll end up with those two jobs coming right after one another on their phone (because the phone orders jobs across ALL runs, not just one run at a time).
If you want to avoid this, simply add a large 'offset' to your sort_order.
For example, for Run A you might choose an offset of 100,000 - so your sort_order would begin at 100,001. Then 100,002 etc.
Now, for Run B you would choose to start at 110,000 - so sort order would begin at 110,001. Then 110,002 etc.
That way, every address on Run A would come before the addresses on Run B, because 100,0001 is a lot less than 110,001!
If you want to do this in your formula when adding the sort_orders it is easy, simply adjust it to:
=100000 + SUBTOTAL(3,$A$2:$A2)
And now you end up with a sort_order like this:
Also, new addresses added to the system have no sort_order initially, so they'll appear first on the Run Sheets until you adjust them using this process.