Route Clean - How To

Access Invoices From Any Page

You can go to an invoice's detail page very quickly by entering or scanning an invoice number into the barcode scanner.

To Go To An Invoice Detail

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Associate Multiple Store Locations

If you have multiple store locations, you can set them up as affiated stores.
* To set up affiliate stores, call 888-853-0011

Switch Between Store Locations

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Adding Charges to an Item

Individual items can have their own charges that do not apply to the rest of the items on an invoice. For example, if you charge a markup for cleaning white garments, you could create an addition charge here.

To Make an Item Charge

To Apply a Charge

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Creating and Applying Charges and Promotions

You are able to apply charges and discounts to each of your invoices by creating a company charge or promotion.

To Create A New Charge or Promotion

Appliciability Types

All Invoices New Customer New Route Customer User Select
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Creating and Configuring Lead Sources

Lead Sources can be used to keep track of where customers have come from. This could be anything, such as walk in customers or referrals from another customer.

To Create a Lead Source

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Creating Customer Specific Prices

Customer prices are price overrides that are specific to a single customer. When an invoice is created for a customer with price overrides, the price is used over a price list item price or a standard list item price.
* Only customers who are on a price list can have customer prices.

Adding Customer Specific Prices

Method A: Method B:
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Describe & Price Items

You may not be able to have everything on your price list, so we provide a method whereby you can enter a note and a price for an item, and only show that note as the item's description.

To Make a Custom Item

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Locking Prices on an Invoice

When you are adding items to an invoice, you can adjust a price for a single invoice item. This locks the price for this invoice. Route Clean will use the locked price rather than the list price when calculating the invoice costs. The locked price will only be applied to the single item on the invoice. If a price is unlocked and you change the list price of an Item, Route Clean will recalculate prices on an invoice using the new list price.

To Lock a Price

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Maintaining Price Lists

Prices lists allow you to override the prices of items from your standard list. Customers and invoices can be added to them so when items are being added to an invoice, the prices from your price list are applied to the invoice.

To Add A Price List

Adding Price List Items


Method A Method B Method C
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Merge Customers

Sometimes you have customers that are duplicates or partial records. Consider two customers named Andrews and John Andrews, if you want to get rid of Andrews and keep John Andrews

To Merge Customers

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Merge Items

Sometimes you have items that are effectively duplicates. Consider two items A and B, if you want to get rid of B and keep A

To Merge Items

Note make sure item A has the price you want!
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Pick Up Multiple Invoices

You can use this feature if a customer comes in and wants to pick up multiple invoices at once that they've already paid for.

To Pick Up Multiple Invoices

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Reopen an invoice to make changes after Check In

Sometimes it's desired to make changes to an invoice after it's already been checked in and the invoice is finalized. For example, a customer comes in with a coupon when they come back to pay for their belongings.
*Note: you must be an admin to reopen invoices. Employees in any role can work on an invoice if it's already been reopened

To Reopen an Invoice

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Restrict Employee Punches to Your Location

You can restrict your employees to only only use the punch clock on the devices that are connected to the network at your location. This setting does not apply to company administrators.

To Restrict Employee Punches

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Send Cleaned Notices

You can send your customers a little note to let them know their items have been cleaned. On Maintenance→Customers, you choose a value for "Cleaned Notification". If you choose Email, the customer will receive a short email from the active user. If you choose TextPhone?, the customer will receive a text message from a system supplied phone number, directed to the phone number on the customer record corresponding to the selection.
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Track Customer Items and Uniforms

If you have a customer who repeatedly brings in the same items to be cleaned, you can create a barcode for those items to save you time during intake. Uniform items are unique to your customer and the same barcode number can be reused for multiple customers for different items.

Enabling Uniform Tracking


Maintaining Uniforms


Using Barcodes For Intake

You can add items to an invoice using barcodes in three ways

Method A Method B Method C

Adding Uniform Items During Intake

You can add new uniform items for a customer during your intake process in two ways

Method A Method B
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