Optimization strategies

An optimization strategy is a named ruleset that controls how your orders are batched and sequenced into routes. You build the ruleset once and reuse it wherever it's needed — run it directly against a set of orders, or apply it automatically by a workflow.

Find optimization strategies at Orchestrate → Optimization Strategies. Each strategy configures route optimization rules across a few core sections.

Optimization Engine

Select which optimization engine(s) the strategy uses when it runs.

Contract Selection

Choose the contracts a strategy is allowed to use to build routes — the fleets and vehicle profiles it can draw from. You must select at least one contract.

How it's used

Run a strategy to batch and sequence a set of orders into routes. Beyond running one directly, Set optimization strategy is an action you can add to any workflow, so the right strategy is applied automatically based on the conditions you define.

Activate and deactivate a strategy

A strategy only takes effect once it's active. Activate a strategy to put it to work; deactivate it to pause it without deleting your configuration. To bring a paused strategy back, activate it again.

To learn how optimization strategies fit alongside dispatch strategies, see what strategies are.