Planning

Delivery planning includes several steps: choosing orders (step 1), choosing transport (step 2), and routes building (step 3). The steps on delivery planning are performed using such interface elements as table (top part of the working area), map (bottom right part), and information block (bottom left part).

Some peculiarities of a delivery planning:

  • Working with permanent orders (step 1), you should choose a delivery date (calendar in the bottom right corner of the table).
  • Routes building is implemented on the basis of the algorithm set on the corresponding tab of the settings. The parameters of the algorithm can be changed directly from 'Planning' section (on any planning step). To do so, click the 'Gear' button in the bottom right corner of the table, indicate necessary parameters, and apply or cancel implemented changes.

Table

Main actions on delivery planning are performed in the table. Depending on a current planning step a table may contain created orders, available units (transport), and built routes. A planning step is shown in the bottom left corner of the table. Moving to the next step is possible only upon completing a previous one. On every step (until a route is saved) there is a possibility to go back to a previous one and make corrections. A number of columns in the table is configured individually (click the icon in the top right corner of the table).

The table supports a number of additional actions with an order (step 1):

  • Edit — change order parameters.
  • Copy — create new order with identical parameters (by default 'Today' is used as delivery interval).
  • Delete — delete order from the system.

These actions become available upon pointing the cursor on a necessary order (buttons in the end of a line).

Map

Information presented in the table is visualized on the map (click an element's line in order the map to be centered on the chosen element; indicate a flag in order the map to be scaled and centered in such a way that all the elements with indicated flags to be seen on it). Information on a particular element can be viewed directly from the map. To do so, summon a tooltip by clicking a necessary element. Moreover, the map can be used as a means of choosing orders. To choose elements on the map, use <ctrl> + click combination. To select several elements, hold <shift> and point out the area with the necessary elements on the map.

Information Block

The information presented in this block can be divided into 3 categories: information on the chosen element, general information on orders, and general information on routes.

The information on a chosen element (order, unit) is shown upon clicking an element's line in the table and includes its detailed description. Order description is an information indicated upon order creation; unit description is an information indicated on 'Profile' tab of a unit properties dialog in the monitoring system. In the bottom of the information block there are buttons for editing or deleting an order chosen in the table.

General information is shown upon checking an element's flag. On the 1st step of planning this piece of information includes such parameters as total weight, volume, cost, and number of orders; on the 2d step this piece of information is also accompanied by unit's data (total carrying and effective capacities). In the bottom of the information block there is a button for deleting all the orders indicated in the table by flags.

General information on routes is shown on the step of routes building. The information on orders and units engaged in a route is added by data on route's distribution and validity parameters.

The elements shown in the table are determined by the filters applied. The filters are used to quickly find the necessary elements. They are situated in the left panel. Filtration is made by the following parameters: order type, delivery interval, warehouse, and warehouse parameters — for orders (1st step), as well as warehouse parameters and vehicle type — for units (2d step). By default, a warehouse used as a filter is the one indicated on the corresponding settings tab as the initial warehouse, default delivery interval is 'Today', and default vehicle type filter is 'Any'. Delivery interval is chosen in the calendar. Its usage is described in the section of orders creation. Note that a warehouse's filter value can be changed on the first planning step only.

Besides, the necessary elements can be found using the dynamic search. The search field is situated above 'Orders' type' filter. The search is performed by all the fields of the table.

Sorting by Tags

The orders filtered by delivery interval and warehouse can be sorted by tags added upon orders' creation. To do so, choose necessary key words in the tags cloud (below the filters). Moreover, orders can be sorted by warehouse tags. In this case a table presents a list of orders, tags of which match the tags of a chosen warehouse. To sort by warehouse tags, it is necessary to enable the corresponding flag ('Tags') in 'Warehouse parameters' filter.

Routes Building (3d step)

After choosing orders (step 1) and units for their delivery (step 2), click 'Distribute'. On the basis of the algorithm used, a route is formed. For the optimal route building the algorithm considers such parameters as delivery interval, weight, and volume of goods in the order (if the corresponding settings are indicated), as well as warehouse working hours and unloading time (indicated on the 'Warehouses' tab of the settings). Moreover, upon a route building the algorithm considers requirements on the minimization of distance and time for a delivery.

To view the sequence of delivery points to be passed, expand a route (click its line). Note that a formed route is considered to be preliminary. In other words, the sequence of delivery points of a formed route can be reestablished either automatically or manually.

To do it automatically, click 'Refresh' icon in the end of the line.

To reestablish delivery points manually, drag and drop them in the needed sequence. Note that if several routes are formed, you can drag points from one route into the other. The points dragged become fixed and their position stays constant even upon further automatic reestablishment.

Note that upon a route building you can receive a situation when some of the route's points can't be visited in the indicated delivery interval. Such a point is marked in the estimated arrival column by a special marker (the marker is also duplicated beside the route name). In case such a situation emerges, delivery points can be reestablished either automatically or manually. If a delivery point is impossible to visit, it should be deleted from this route (click 'Trash' icon in the end of the line).

The built delivery route is displayed on the map. Route visualization color schemes can be set on 'General' tab of the 'Settings' section.

To save a built and optimized route, click 'Floppy disk' icon in the end of the line. To save all the built routes, click 'Save' in the bottom right corner of the table. Saved routes are moved to the corresponding section.

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