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Customer Route Assignment

Customer route assignment helps vendors connect customers to internal routes. A route can represent a delivery route, sales area, service area, warehouse route, or another internal grouping used by the vendor. When a customer places an order, Mathership checks whether that customer has a route assignment for the selected vendor. If a route assignment exists, the route is added to the order.

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What customer route assignment is used for

Vendors can use route assignments to organize customers by operational responsibility. Examples:

• Delivery route
• Driver area
• Sales region
• Delivery day
• Warehouse or dispatch group
• Internal customer group

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How it works

When an order is created, Mathership checks the customer-vendor relationship and looks for a matching route assignment. This allows vendors to review orders together with route information.

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Example

A vendor groups customers by delivery route. If Restaurant B sends an order, Mathership can add City Center to that order.

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When route assignment is useful

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Sorting incoming orders

Routes help vendors group incoming orders by delivery area or internal workflow.

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Preparing dispatch

Route information can help the team prepare orders for the correct delivery group.

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Supporting internal workflows

Routes can also be used for non-delivery workflows, such as sales areas, warehouse groups, or customer service responsibility.

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Typical workflow

1. Vendor creates or defines routes
2. Vendor assigns customers to routes
3. Customer sends an order
4. Mathership checks the customer route assignment
5. Mathership adds the route to the order if one exists
6. Vendor reviews the order with the assigned route

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Important behavior

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Route assignment is automatic during order creation

The vendor does not need to select the route manually when the order is created.

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Orders can exist without routes

If no route assignment exists, the order is still created.

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Route assignment belongs to one customer-vendor connection

A customer can have different route assignments depending on the vendor relationship.

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Route assignment is not route optimization

Mathership does not automatically calculate the fastest route, driver order, distance, or travel time from this assignment.

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Common problems

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Order has no route

Check that:

• The customer has a route assignment
• The route assignment belongs to the correct vendor
• The customer ordered from the correct vendor
• The assignment existed before the order was placed

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Wrong route appears on an order

Check that:

• The customer is assigned to the correct route
• The customer-vendor relationship is correct
• The old route assignment was updated

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Customer cannot be assigned

Check that:

• The customer has been added to the vendor account
• The customer relationship is active
• You are using the correct vendor company

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Best practices

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Use clear route names

Use names that match your internal workflow. Examples:

• North Route
• City Center
• Monday Route
• Hotels
• Key Accounts

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Keep assignments updated

Update route assignments when customers move, delivery days change, or responsibilities change.

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Check route information before dispatch

Route information helps prepare orders, but vendors should still confirm the final delivery plan before dispatch.

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