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Selecting Stops Using Lasso (Polygon) Select on the Map

You can select multiple stops and/or unplanned visits directly from the map panel in the planning view. This allows you to take action on several visits at once.

1. Enable the Lasso Select Tool

In the upper right corner of the map view, click the Lasso Select tool.
Lasso Tool

2. Draw a Selection Shape

Click and drag to draw a polygon around the visits you want to select.
Draw Shape

3. Complete the Selection

Click on the first point again to close the shape. All visits (planned and unplanned) within the shape will be selected. Selected visits appear larger and highlighted on the map. Unplanned visits will also appear in orange in the visit list.
Selection Complete

4. Allocate Visits to a Route

Click the Allocate Orders button at the bottom of the map view. This opens the Compatible Master Routes dialog, showing all routes that match the selected visits. If routes are visible on the map, their colors will appear at the start of each row.

Check the box next to your desired route and click Allocate to assign the selected visits to that route.
Allocate Orders

5. Interact with Selected Visits

If you're zoomed in close enough to see stop numbers, you can interact with selected visits directly on the map. See related guides for more actions, such as:

  • Moving a Visit from One Route to Another Using the Map (Drag and Drop)
  • Planning a Visit Using the List (Drag and Drop)
    Map Interaction