Orders

To create an order, choose 'New Order' in 'Planning' section (left panel). New order menu consists of 4 blocks: order's parameters, map, contact details, files attaching.

An order may contain the following parameters:

An order may contain the following parameters:

  • Order name — an arbitrary name used for order registration in the system (obligatory field).
  • Type — 2 types of orders (single and permanent) are supported in the system. A single type order is intended for a single use. Its delivery interval contains both date and time. Orders of such a type are moved to history after execution. A permanent type order is intended for a multiple use. Delivery interval of such an order contains no particular date, but time (hours:minutes). Permanent orders are not moved to history after execution.
  • Address — a customer's location address (delivery destination point). Note that before entering this field, it is recommended to choose an address provider ('Settings' section). Upon entering the first symbols of an address, a dropdown list containing the possible variants appears. Choose the necessary one from the list or type an address manually (obligatory field).

The indicated address is shown on the map by a marker. If necessary, a delivery destination address can be adjusted by dragging the marker to the corresponding point on the map. Moreover, a necessary destination address can be added directly from the map. To do so, click a corresponding destination point on the map.

  • Cost — total cost of goods in the order. The units of measurement for the cost values are indicated in the corresponding block of the general settings.
  • Radius, m — the maximum distance on which a unit should come close to an indicated delivery destination point and stop there in order a point to become visited (upon delivery point visiting a courier must confirm or reject an order by setting the corresponding status in the mobile app).
  • Weight, kg — an overall weight of goods in the order. This value can be taken into account upon distributing orders among units.
  • Volume — a conventional value (for example, items). Can also be taken into account upon distributing orders among units. Units of measurement for the volume values are indicated in the corresponding block of the general settings.
  • Delivery interval (from – to) — date and time interval for an order to be delivered. Pick dates in the calendar. Indicate initial and final dates of an interval. If an interval consists of a single day, then indicate it as both initial and final date of an interval. To summon a calendar, click one of the fields of a delivery interval. After indicating dates, click OK. Time of a delivery is edited manually.The dropdown list contains only the vehicle types indicated for units in the monitoring system ('Profile' tab of unit properties dialog).
  • Unloading time, min — an approximate duration for unloading goods.
  • Priority — a numeric value (from 1 to 99) showing the importance of an order upon distribution if a route validation is used. The orders with higher importance are distributed first. The higher numeric value indicated, the higher the importance of an order is. The priority is taken into account only for orders with overlapping delivery intervals.
  • Comment — an arbitrary comment regarding a delivery.
  • Tags — key words (any) on the basis of which orders can be sorted (planning section). To add a tag, click the field, enter a key word, and use <enter> on your keyboard. To delete a tag, use <backspace> or delete button.

A separate block (bottom-right) is devoted to contact details such as client name, phone number, and e-mail. A phone number and an e-mail indicated by a flag are used to inform a client on a courier's arrival. Contact details are available to an operator on the stages of planning and delivery. Also, contact details are displayed for a courier in the mobile application. ые данные также отображаются и для курьера в мобильной версии приложения.

A file (for example, a bill or consignment document) can be attached to an order. The file attached can be viewed by a courier in the mobile application. The file attachment block is situated below order parameters. To attach a file, click the corresponding button.

Click 'Save' upon the form's completion. Saved order is moved to the 'Planning' section.

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