Assign customer visits to team members, dates, times, and efficient routes.
Planning turns eligible orders into weekly team routes. It respects customer requirements, team capacity, fixed work, protected customer promises, and manual route ownership.
How route planning works
Understand the information and constraints used to build a plan.
Planned and unplanned orders
Learn how work belongs to a week before and after scheduling.
Schedule locks and notifications
Understand protected dates, notified promises, and operator overrides.
Resolve unplanned work
Use planning issues to fix data, eligibility, capacity, and hard constraints.
Planning is the weekly control surface. Use Daily Program to carry out the accepted routes.
How automatic route planning works
Understand which visits can move and how Sweeply selects eligible members, times, and routes.
Understand planned and unplanned orders
Learn how target weeks, schedules, and route positions determine where an order appears.
Understand schedule locks and notified orders
Learn how the before-delivery window and customer notifications protect schedules from automatic movement.
Configure company planning settings
Choose the protected planning window, automatic planning horizon, and whether Planning may use flexible working hours.
Plan and replan a week
Run weekly planning, review the result, and understand when a week needs another accepted plan.
Edit routes manually
Drag visits between routes, review timing and eligibility changes, and control manual route ownership.
Troubleshoot unplanned orders
Use planning issues to resolve missing data, eligibility, availability, capacity, and hard requirement conflicts.
