Support Center

Geocode your Orders

Last Updated: Mar 23, 2017 01:48PM EDT
You'll need to bring your Orders into WorkWave Route Manager before you can do this. Please see this article: Import with Excel and Map your Fields.

Now that you have brought your Orders into the system it is time to Geocode them - that is, place them on the map. This is one of the most important parts of the process and Route Manager gives you several tools to make it as easy as possible. 

1. After you’ve clicked “Next” on your Field Mapping window you’ll see this (highlights are for demonstration only):

 

 
 
Two things that you’ll see right away are the status bar and a running count of three items:
 
 
 
All
Shows how many addresses have been successfully Geocoded.
An error (highlighted in red) that results from a piece of your Excel file not being formatted or mapped correctly. Please refer back to the What is an Order? and Field Mapping articles.
An error (highlighted in blue) that results in Route Manager not placing your address on the map. Please review the address information you have.
 



 
 
If you receive Geocoding errors you have a few ways within Route Manager to correct them. Please note that it is required to fix or remove a “wrong address” before you can proceed.
 
 
 
Warning
Reason
What to Do
You've input an Order outside of your account's Territory limits. 
Review the address to make sure it was formatted correctly or please submit a Support Ticket for assistance.
Low Accuracy
Route Manager has placed the address in the postal code of the area but could not find an exact address. 
Manually place the address (see "Advanced Geocoding" below) or review the address for any errors. 
Post Code Missing/Mismatch
The Order was either brought into Route Manager without a postal/zip code (Post Code Missing) or the Google Geocoding tool found an issue with the postal/zip code and corrected it (Post Code Mismatch). 
If you receive this message and intentionally did not bring in postal codes, do not worry!

If Google is correcting your postal codes please ensure the addresses are in fact being placed in the correct location 


As the geocoding happens live, you can double-click on each address to bring up an editing window.
 

 

From here, select the location drop down to edit the address.

Advanced Geocoding addresses is an extremely powerful tool in Route Manager. Here, you have a few choices:
 

1. Current Location will tell you what is wrong about the Order. If the address is corrected, the error will change to "Ok" 

2. Using the Normalized Address will replace what you brought in with what Route Manager believes it should be.

3. Edit the Address without Changing the Position will keep your pin where it is on the map but give you the option to change the suggested address if it comes up incorrectly. This is suggested if Route Manager cannot find the address or if you are working in a new development that has not been added yet. 

4. Copy Lat Long will automatically copy the Latitude and Longitude of the current address. The Lat/Longs are an accurate way for address data entry. 

The Pin can be moved anywhere on the map within your Territory. This will automatically update the Latitude and Longitudes to match where the Pin is placed. Moving the Pin is useful if you do not know the exact address but know where the Order is located.

Click “Enter” when you’ve settled the address and you see the “Ok” message in the "Import Orders" window, under the column called "Address Check". Once all of your addresses are good to go you can import your Orders.
 

Finally, save the Orders by clicking "Apply Now".
 



 
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