---
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    content: Diplodoc Platform v5.57.3
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  - https://yandex.com/routing/doc/en/lite/guide/planning.md
  - https://yandex.com/routing/doc/ru/lite/guide/planning.md
  - href: https://yandex.com/routing/doc/en/lite/guide/planning.md
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    title: Markdown version
  - href: https://yandex.com/routing/doc/en/lite/guide/llms.txt
    type: text/markdown
    title: llms.txt
---
> **Documentation Index:** Fetch the complete configuration index at https://yandex.com/routing/doc/en/llms.txt

# Route planning

By default, the **Route planning** section shows routes for the current date.

In the **Orders** section, you can add a new order or assign an existing one using [automatic](#automatic-planning) or [manual](#manual-planning) planning. 

The **Routes** section displays active and completed routes. 

Route statuses:

- **Planned**: There are orders assigned to the route, but it hasn't been sent for processing yet. For more information, see [Automatic planning](#automatic-planning) and [Manual planning](#manual-planning).
- **In progress**: The route has been sent for processing. See [Processing a route](#route-send-to-work).
- **Finished**: All orders on the route have been processed. See [Completing a route](#end-route).

![](_images/planning.png){style="border: solid 1px #cccccc; max-width: 800px;"}{.container-gallery}

{% cut "Transportation method icons" %}

- ![](_images/car.svg): **Car**.
- ![](_images/walking.svg): **On foot**.
- ![](_images/public-transport.png): **Public transport**.
- ![](_images/truck.svg): **Truck**.

{% endcut %}

## Automatic planning {#automatic-planning}

Automatic planning assigns orders to couriers and generates routes based on the following factors:

- Order delivery time.
- Courier working hours.
- Distance between orders, and more. 

To plan a route: 

1. Go to **Route planning**.
1. Enter the planned date.
1. Click **Assign orders to couriers**. 

The button will display the approximate time until the end of planning. If there are many orders, it may take a few minutes to distribute them among couriers.

![](_images/planning-result.png){style="border: solid 1px #cccccc; max-width: 800px;"}{.container-gallery}

You can [send a route for processing](#route-send-to-work) or [edit a planned route](#edit-route).

### Planning features {#automatic-planning-nuances}

1. Only orders with the **New** status and with a specified address (it doesn't have to be accurate) can be planned automatically.
1. Only one automatic planning can be run at a time.
1. During automatic planning, you can't edit routes scheduled for this date. 
1. As a result of planning:

    * Orders that have already been assigned to couriers will remain assigned to them.

    * New orders may be added to an existing route, and the order completion sequence may change.

## Manual planning {#manual-planning}

To distribute orders among couriers and plan routes manually:

1. Go to **Route planning**.

1. Enter the planned date.

1. Select orders using one of these methods:

    {% list tabs %}

    - In the list

        1. In the **Orders** window, click **New**. 
        2. Select the orders. To filter unassigned orders by time window, specify the interval in the **Delivery time** field.

    - On the map

        Unassigned orders are marked with ![](_images/status-new.svg). To select multiple orders, click **Lasso** ![](_images/lasso.svg) in the upper-right corner or press and hold **L** on your keyboard and circle the area with unassigned orders. You can also press and hold **Shift** and click the orders you need. 

    {% endlist %}
                       
    You can only assign orders to a route if they have a specified address, even if the address is incomplete or inaccurate. 

    If there are no orders for the selected date:

    - Click ![](_images/plus.svg) (for more information, see [Add an order manually](https://yandex.com/routing/doc/en/lite/guide/orders.md#add)).
    - Go to **Orders** and [edit](https://yandex.com/routing/doc/en/lite/guide/orders.md#edit) an existing order.

2. Assign a courier to the selected orders.

![](_images/order-to-courier.png){style="border: solid 1px #cccccc; max-width: 800px;"}{.container-gallery}

## Displaying routes {#display-routes}

If there are orders assigned to the courier, a colored indicator corresponding to the route on the map will appear to the left of the courier's name. The number of orders assigned to the courier is displayed to the right of the courier's name. 

To hide the route on the map, hover over the courier's transportation method and click ![](_images/open-eye.svg). The transportation method icon will change to ![](_images/hidden-eye.svg). Click it to see the route on the map again.

Orders are color-coded to help you identify the courier to whom they are assigned. To select an order on the route, click the order's icon on the map. You can reassign the selected order to a different courier, delete it from the route, or change its number in the delivery queue. For more information, see [Edit a courier route](#edit-route).

## Editing a route {#edit-route}

You can only edit routes that aren't being processed yet. For more information, see [Processing a route](#route-send-to-work). 

### Optimizing a route {#route-optimize}

To optimize the order delivery queue, click **Optimize**:

- In the **Route planning** section — to optimize all routes.
- On the selected route — to optimize only one route.

Optimized routes have the ![](_images/optimum-route.svg) icon to the right of the courier's name.

### Adding orders to planned routes {#add-orders-to-route}

If you want to add new orders to already created routes:

1. Add orders [manually](https://yandex.com/routing/doc/en/lite/guide/orders.md#add) or [import from Excel](https://yandex.com/routing/doc/en/lite/guide/orders.md#excel).
1. Go to **Route planning**.
1. Click **Assign orders to couriers**.

Orders may be distributed as follows:

- They may be added to routes that haven't been sent for processing yet.
- New routes may be created.

### Edit the delivery queue {#order-sequence}

To edit the delivery queue for the route:

1. Go to **Route planning**.

1. Select a route using one of following methods:

    - Select a courier from the list.
    - Click the route line on the map.

1. Click ![](_images/route-edit.svg).

1. Hold down the ![](_images/order-move.svg) icon to the left of the order and drag it to the desired location in the list.

### Reassigning or deleting an order {#order-transfer-delete}

To reassign an order to a different courier:

1. Open the route and click ![](_images/route-edit.svg).

1. Select the order and click **Assign to courier**.

1. Choose a courier.

If you want to delete an order from a route:

1. Click ![](_images/route-edit.svg).

1. Select the order and click **Remove from the route**.

Once you're done, click **Save changes**.

### Deleting a route {#route-removing}

To fully delete a route:

1. In the **Route planning** section, select the route.
1. Perform actions depending on the route status:

    {% list tabs %}

    - In progress
        1. Click **Return for planning**.
        1. Click ![](_images/route-edit.svg).
        1. Select all orders in the route and click **Remove from the route**.
        
    - Planned
        1. Click ![](_images/route-edit.svg).
        1. Select all orders in the route and click **Remove from the route**.  

    {% endlist %}

After that:

* The route will be fully deleted.
* Route orders will return to **New** status and will be available for new planning.

## Processing a route {#route-send-to-work}

By default, all new routes are created with the **Planned** status.

To change the route status to **In progress**:

1. In the **Route planning** section, select the route.

1. Click **Send for processing**. 

You can't edit a route in progress. If an order was assigned to a route by mistake, click ![](_images/chose-option-button.png =35x35) → **Delete order from route**. After this, you can [edit](https://yandex.com/routing/doc/en/lite/guide/orders.md#edit) this order and plan its delivery again [automatically](#automatic-planning) or [manually](#manual-planning).

![](_images/routes-in-work.png){style="border: solid 1px #cccccc"}{.container-gallery}

You can download the planning results as [waybills](https://yandex.com/routing/doc/en/lite/guide/route-list.md) and copy the link to the route in Yandex Maps. To do this, click ![](_images/three-points.svg) and select the option you need.

You can return the route to planning if all orders are **In progress**. For more information, see [Marking current order status](#notice-order-statuses).


## Marking current order status {#notice-order-statuses}

All unassigned orders have the **New** status by default. For more information about order statuses, see [Order statuses](https://yandex.com/routing/doc/en/lite/guide/orders.md#order-status).

Before the route is sent for processing, assigned orders have the **Planned** status. To change the status of orders to **In progress**, click **Send for processing** in the route card.

When making a delivery, you can mark the current status of the orders:

* **Finished** if the order was delivered. To mark all orders as completed, click ![](_images/chose-option.svg) → **All orders completed**.
* **Not completed** if the order cannot be delivered. To do this, select the order and click ![](_images/chose-option-button.png =35x35) → **Not completed**.
* **Cancelled** if the order is no longer valid for any reason. To do this, select the order and click ![](_images/chose-option-button.png =35x35) → **Cancelled**.


You can return orders with the status **Finished**, **Not completed**, and **Cancelled** back to processing. To do this, go to order details and click **Return for processing**.


In completed past date routes, **Not completed** and **In progress** orders are assigned the **New** status. For more information, see [Order statuses in completed routes](https://yandex.com/routing/doc/en/lite/guide/orders.md#past-order-status).

## Completing a route {#end-route}

When all orders in a route are **Finished**, **Not completed**, or **Cancelled**, the route status changes to **Finished**.

In addition, regardless of the orders' statuses, the status of the route changes to **Finished** if:

* The delivery time for all the orders ends on the route date, and that date has passed.

* The route contains orders whose delivery time extends through midnight, and the latest of them was completed 5 hours ago.

You can return a completed route for processing if it was planned for the current date. To do this, select a route and [return for processing](#notice-order-statuses) at least one order. You can't return for processing or edit any past date routes.

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