The document provides instructions for using Synergy, a routing system used by Southeastern Freight Lines, to plan routes and optimize stop sequences. Key steps include reloading daily billing data, geocoding customer locations, selecting inbound trailers, balancing routes by resequencing stops, and using maps to review routes. The goal is to minimize delivery miles while meeting customer requirements like appointment times.

1. S Y N E R G Y R O U T I N G S Y S T E M T R A I N I N G

2. S Y N E R G Y T R A I N I N G

13. Geocoding – Cont . In the search field, simply type in the name of the company then city and state where they are located. You can also search for just the address, city and state Example: 107 Eastover Dr. Charlotte NC

15. If you click the right mouse button anywhere on the map, a grey box will appear. The first option is the Zoom Box . Selecting this will enable you to draw a square around the area that you want to zoom in on.

17. To slide the map in any direction, simply hold the left mouse button down, then drag the mouse in any direction. When you let go of the left mouse button the map will re-center itself.

18. Map will zoom out one frame when this option is selected Map will zoom out to show entire service center territory Map will zoom to the previous frame view. Resets the map and removes all items previously mapped. Displays a distance scale at the bottom right corner of the screen. Make sure both of these items are checked. Opens the Location Info Box. Allows you to print the map shown on your screen.

19. After you have geocoded all selected shipments, go back to the Unzoned Bills window. Click Refresh The Consignee and Address fields will update for any pros that have recently been freight billed. Sort by Due Date. Select any newly billed shipments and geocode them.

20. Step # 4 Select Inbound Trailers Once all geocoding has been completed, access the Select IB Trailers function by clicking “ Delivery Planning ” from the top menu bar, then selecting “ Select IB Trailers ”.

21. Step # 4 Continued In the Inbound Trailer Selection verify that the ETA date shows the date the routes will go out for delivery. Change the ETA Time to 10:30am. This will insure all trailers dispatched with ETA before 10:30am are automatically be included in the route plan. Then click OK

22. If the screen has a grey background, go to Reflections and run the Reload. ON_PD_IR_SN. (See Step #1)

23. Step # 4 Continued Click the check box in the first column for all trailers you want included in the route plan. you can select multiple items by holding down the ctrl key while clicking with the mouse. Appointment shipments scheduled on or before the plan date will automatically be checked. Trailers with ETAs on or before the plan date will automatically be checked.

25. Shipments not closed and/or dispatched to your service center will be grouped by current location. You only need to select the next-day origins. In this example, DFW is the routing service center. You can easily identify the next-day lanes by looking at the last two columns. The route planner would select LOC trailers that have pros in the Late/Today column.

26. You will also see groups of pros that show ORG and a service center alpha code (Example: ORGTPA) These pros are closed to a service center other than yours and are dispatched to a Break Bulk or relay service center. An ETA for these trailers would be confusing to show in this application so they are grouped by their last location. Use this column to help you determine if the shipment are due for service.

27. To see the individual pros in any of the groups, double click the line. A new window containing a list of the pros will appear. The example below shows the APT trailer. APT groups all pros with an AP or NT special instruction code. Note these shipments do not have appointments set. Not all shipments with the AP or NT code actually require appointment or notification. Based on your local knowledge of the customer, you may elect to include some of these in your route plan.

28. Hold the Ctrl key down and mouse click all of the shipments that can be delivered without an appointment or notification. Then click Modify Bill .

29. Click Reassign

30. Double click inside the white area. Type a word or phase to identify the new group.

31. The new group of pros will appear on the Select Inbound Trailers screen. Make sure you check the box for the pros you want to include in the routing and leave boxes unchecked for pros that don’t need to be routed. Note: Shipments with an AP or NT code will automatically default to the APT route in Reflections when they are not selected into Synergy.

32. Once you have selected all pros for routing… click Process Selected Trailers Then click OK

33. After all bills are routed and sequenced you will see this box appear. Click OK

34. Step #6 Route Balancing

35. To access Route Balancing: Click Delivery Planning then Route Balancing .

36. Route Balancing Top half is a summary of all routes. Stops Total Delivery Miles Un-sequenced Stops Pieces Pallets Weight Total Shipments Route Start Time Locked Stops Route Name

37. Stop sequence and pro detail appears for the selected route on the bottom half of the screen. To view specific detail on a pro, simply double click the pro.

39. Once you move a stop within a route, it becomes locked because you have overridden Synergy’s sequencing logic. Locked stops are indicated by red/brown colored highlight. Click the Unlock All button then Resequence button to reset the route back to the way Synergy sequenced it.

40. When reviewing at the end of the routing process, be on the look out for blanks in the top half of the Route Balancing screen. If a route has “Locked” stops, you must use the Recalc ETA/ETD. If there are un-sequenced shipments, you must use Resequence.

41. Route Balancing…cont. When you move stops to a new route, they automatically fall to the bottom of the list and are highlighted with a green N in the sequence column. This indicates that the stops have not been Resequenced. To Resequence them, simply click the Resequence Button.

42. Route Balancing…cont. There will be instances when you will need to override Synergy’s sequencing logic due to customer requirement. This should be a rare occurrence. If you find that the route sequence is not logical, take the following steps. Review all shipments scheduled for appointment on the route. You may find an early or late appointment time is driving the sequence logic. To correct the appointment time, double click the stop(s) with scheduled appointments. Then correct the appointment time in the Start or End field. Note: You can clear the appointment time completely by clicking the Clear Appt button.

43. Check the route start time. If the route is scheduled to start at a different time than the time shown you can adjust the start time in Reflections. ON_PD_TFM_FM_C. At the far right column change the Start Time field. If a route continues to produce illogical stop sequence, manually put the stops in the correct order. Contact Operations Planning at the end of your shift.

44. During route planning, use the maps to help make decisions. The map can be used for determining proper route sequence. The maps can also help you identify which stops can be moved to other routes in order to balance workload or meet customer delivery requirement. To map a route, select the route you want to see, then click the Map Route button. A Map Route window will appear asking if you want to clear the current map display. If you want to keep previously mapped routes on the map, click No. Otherwise, click Yes. This will clear the map and only map the route or routes you selected.

45. To see consignee and address information for each stop, click the square of the stop you would like to review. A Location Info box will appear. To review another stop, simply click the next stop on the map. The information for then next stop will populate inside the Location Info box.

46. To map multiple routes at the same time, hold the Ctrl key down and mouse click each route you want mapped.

47. Each route will be a different color.

48. House Keeping Check the NOROUTE - All un-geocoded shipments will appear in here. If you find completely billed shipments, you must geocode them before you move them to the proper route.

49. Double Click the shipment you want to geocode. The pro detail box will appear. Click the Geocode button

50. Check the Acct# field. If there is an account number in this field, click the Update Customer check box. Then click OK. If no account number, simply click OK. Updating the customer geocode record by checking the box for all coded accounts will insure that the new geocode record will be saved for all shipments in the future for this customer.

51. More House Keeping The WILLCALL route is the same as Dock Pick up ( DOC ) All shipments consigned to %SEFL will default to this route. Also, all “Dead Heads” and “Free Astray” shipments will default here when the shipper name is SEFL.

52. One Last Step Review all routes to insure every route has been resequenced.

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