Route Sheet Settings

Route Sheet Settings

The Route Sheet Settings page controls how route sheets look and what they include by default. These defaults are applied whenever someone generates route sheets from the Deliveries page, and most of them can be overridden at generation time.
To access, go to Admin and under Delivery Reports & Settings, click Result Sheet Settings and the Route Sheet Settings page appears.

Basic Settings

Layout, orientation, and logo.
  • Route Sheet Format — Standard (modern, clean design), Concise (compact layout), or Legacy (the original template).
  • Route Ordering — Manual route order uses the sequence you've set for each route; Optimized route order uses the mapping engine to generate the most efficient delivery path.
  • Print Orientation — Portrait or Landscape.
  • Logo Display — Color, Grayscale, or None. The logo image itself is uploaded in General Settings.

Maps & Directions

Defaults for the optional map and navigation aids on each sheet. Each can be overridden when generating route sheets.
  • Include Route Map? — Provides the option to add a map showing the full route path.
  • Include Turn-by-Turn Directions? — Provides the option to add step-by-step driving directions between stops.
  • Include Waypoint Maps with Directions? — Provides the option to add a small map alongside each waypoint's directions. (Only applies when directions are included.)

Route Sheet Header Content

Text at the top of each route sheet. Both fields support these replacement values that fill in automatically:
  • {{org_name}} — your organization name
  • {{route_name}} — the route name
  • {{delivery_date}} — the delivery date
Fields:
  • Left Header Text — typically the organization name or sheet title (e.g. Route Sheet or Springfield Meals on Wheels ).
  • Right Header Text — typically contact info or delivery-specific notes (e.g. Office: 555-555-1234 ).

Client Information

Which details about each client appear on the sheet.
  • Include Kitchen Instructions? — Show per-client kitchen/handling notes.
  • Include Dietary Needs? — Show client dietary needs (allergies, restrictions).
  • Highlight Dietary Needs? — Visually emphasise dietary needs so they stand out.
  • Dietary Needs Separator — Characters used between multiple dietary needs (default // ).
  • Include Client Phone Number? — Show phone numbers so drivers can contact clients.
  • Include City and State in Address? — Include city and state on the client's address line.
  • Include ZIP Code in Address? — Include ZIP code on the client's address line.
  • Include Meal Bag Count? — Show the number of bags to deliver to each client (calculated from "Items Per Bag" in Meal Bag Label Settings).
  • Group Clients at Same Location? — Combine clients who share an address into one stop.
  • Group Separate Units in Multi-Unit Buildings? — When grouping is on, also group separate apartments/suites in the same building.
  • Always Display Marker Icons? — Show A, B, C marker icons next to client names (recommended when grouping clients at the same location).
  • Include Birthday Alert? — Flag clients whose birthday falls on the delivery date.
  • Include First Delivery Alert? — Flag clients receiving their first delivery.
  • List Client Holds? — List on-hold clients assigned to the route at the end of the sheet.

Total Stops, Clients, and Items Line

A summary line at the top of each route sheet.
  • Show Total Stops and Items at Top Left? — Show or hide the summary line.
  • Include Stops Count? — Include the total number of stops.
  • Include Clients Count? — Include the total number of clients.
  • Include Items Count? — Include the total number of items.
  • Group Total Stops and Items by Category? — Break the item count out by product category.

Item Totals Table

A table summarising item counts per product.
  • Show Item Totals Table? — Include the table on each sheet.
  • Show Grand Total Line on Item Totals Table? — Add a grand-total row at the bottom of the table.
  • Show Item Totals Table at Top? — Place the table before the client list (otherwise it appears at the end of the sheet).

Delivery Verification

Add fields to the printed sheet for drivers to confirm delivery.
  • Show Delivered / Not Delivered Checkbox? — Add a checkbox next to each client for the driver to mark.
  • Show Start and Stop Time Lines? — Add lines for the driver to record route start and end times.
  • Show Driver Signature Line? — Add a signature line at the end of the sheet.
  • Driver Signature Line Text — Custom text printed above the signature line. Leave blank for the default ("Thank you for completing your route! Please sign below to confirm it's finished.").

Legacy Settings

These options apply only when Route Sheet Format is set to Legacy. Use Standard for new implementations.
  • Print Color Images (Legacy)? — Include client profile pictures in color.
  • Print Matching Dietary Needs (Legacy)? — Show dietary flags on each client.
  • Print Map Markers on Client List (Legacy)? — Add pin markers to visualise delivery locations.

Saving Changes

Click Save Settings to apply your changes. These defaults are used whenever route sheets are generated from the Deliveries page.