Settings

This section is designed to work with general settings as well as settings of warehouses and planning. To open 'Settings' section, summon a user menu (click a user name) and choose the corresponding item. Afterwards, choose a tab to work with.

General

On the 'General' tab you can find parameters used upon orders creation, their distribution, and routes displaying. Values indicated here are used on the corresponding stages as default ones.

Resource chosen here is the one where orders will be created. Delivery interval (from – to), weight and unloading time are taken into account upon delivery planning. Advance time corresponds to the time on which a delivery can be advanced (a route becomes active when the indicated time value remains before the visit of its first delivery point). Such value as radius is taken into account upon delivery point visiting. By choosing address provider you define a source of address information to be used either upon manual order creation or warehouse creation. Route color, depending on a chosen option, can either be taken from unit properties (corresponds to a track color) or be random.

The 'Import orders' block serves for setting parameters (date format, separator) used in imported files. Besides, here you can indicate a notification method used for orders' import. 'Units of measurement' block serves for indicating corresponding units for the cost and effective capacity values.

Warehouses

To create a warehouse, click 'Add warehouse' button. Afterwards, a corresponding form appears. Obligatory fields of the form are warehouse's name and address (note that before entering this field, it is recommended to choose an address provider on 'General' tab of 'Settings' section). Upon completion of the address field, a warehouse is shown on the map. Additional fields of the form are telephone number, warehouse working hours, unloading time, comment, and tags.

Special attention should be paid to the tags. Tags are custom key words intended for sorting orders on the stage of delivery planning (1st step). There are two types of tags utilized in the system: order tags and warehouse ones. Warehouse tags show that orders with such tags are attached to a particular warehouse. On the stage of choosing orders (1st step), sorting by warehouse tags can be applied by enabling the corresponding flag ('Tags') in 'Warehouse parameters' filter. Upon enabling this flag, a table presents a list of orders, tags of which match the tags of a warehouse used.

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.

Geofences Attached to the Warehouse

The geofences created in the monitoring system can be attached to warehouses. This attachment is used in the delivery planning section. If a warehouse (with attached geofences) is chosen as a filter, then on the 1st step of a delivery planning, a table contains orders situated within the limits of geofences attached.

Units Attached to the Warehouse

Units created in the monitoring system can be attached to warehouses. This attachment is used in the delivery planning section. If a warehouse (with attached units) is chosen as a filter, then on the 2d step of a delivery planning, a table contains units attached to a chosen warehouse.

Deleting/Editing Warehouse

To delete or edit a warehouse, click the icon in the end of the field (3 dots) and choose the necessary action.

Planning

On this tab you should indicate a set of parameters to be used as default algorithm upon building a route in 'Planning' section.

Distribution Optimization

First of all indicate if you are going to utilize routing in the route building algorithm. The usage of routing allows calculating estimated arrival time considering road speed limits. Besides, upon routing usage the system provides the possibility to increase an estimated arrival calculation's accuracy by means of implementing speed coefficients for both inside and outside a city. Let's use an example. A supposed route is laid both through a city and outside it. You know for sure that at specified delivery interval there is the highest city traffic that results in decreasing an average speed in half. Moreover, you have an information that there is a road work on your route outside the city that will also lead to decreasing an average speed by one third. These issues may result in considerable differences between estimated and actual arrival times. To avoid such an inaccuracy, the coefficients are used. You need to decrease average speed coefficients inside and outside a city by half and third, correspondingly. Therefore, time for overcoming the obstacles will be considered in the route building algorithm.

If no routing is chosen to be used in the route building algorithm, then the system provides the possibility to indicate a vehicle's average speed.

Moreover, choose warehouses to be used upon route building. Three types of warehouses can be utilized for this purpose: initial, intermediate, and final.

Initial warehouse is the one a courier starts a route from.

Intermediate warehouse is the one to be visited by a courier in case of applying the corresponding action.

Final warehouse is the one at which a courier should finish a route.

Route Validity Parameters

Choose the parameters a route should correspond to (mileage, duration, number of orders, idling), and a unit fulfilling a route should correspond to (carrying and effective capacities). If a route cannot be built without exceeding any of the indicated parameters, then the route building algorithm is added by an action chosen in the next block.

Note that values of such parameters as carrying and effective capacity are indicated on ‘Profile’ tab of a unit properties dialog in the interface of the monitoring system.

Actions

Choose an action to be used by the program in case of a failure to build a route according to the route validity parameters indicated.. The following variants are available:

  • Use valid route — in this case a distribution of orders on units is made in such a way that route validity parameters are not exceeded. For example, 5 is indicated as a number of orders in the route validity parameters block, but you would like to distribute 10 orders on 1 unit. As a result, a route is formed. It contains 5 orders (delivery points) chosen by their priority. The rest orders are not distributed at all.
  • Visit intermediate warehouse — in this case the indicated parameter value can be exceeded only by adding a visit to an intermediate warehouse. Let’s use the above mentioned example. A distribution results in the following route: 5 orders (delivery points), intermediate warehouse, 5 orders (delivery points). Orders are chosen by their priority.
  • Create separate routes — in this case the indicated parameter value can be exceeded only by creating a separate route. Let’s use the same example. As a result we receive 2 routes with 5 orders (delivery points) each. Orders are chosen by their priority.

Notifications

This tab provides the means of setting automatic notifications. These can be either notifications used to inform a customer on a courier's arrival or push notifications used to inform couriers on key stages of working with orders.

Client Notifications

A courier's arrival message can be sent automatically on a mobile number and/or e-mail provided upon order creation and indicated by a flag. If orders are imported, then notification method should be indicated on 'General' tab of the settings section in 'Import orders' block. Compose a notification and set a time of its receiving in 'Notification template' block. Here it is necessary to indicate advance time (in what time before an estimated arrival a customer should be informed), SMS text, as well as e-mail subject and text. Each text field contains a set of standard parameters (click on the field) which can be used in the message: order name, estimated arrival time, order cost, and order comment. You can enter a text and use parameters (click necessary ones) which subsequently will be transformed into real values. Special attention should be paid to such parameter as locator. Use this parameter if you would like a notification to contain a link on a courier's current location.

Courier Push Notifications

In this block you can set automatic sending of push notifications for couriers. Push notifications are used to provide couriers with the following information: route creation or deletion, contact details changing, attaching or deleting files, order parameters changing, delivery point missing, exceeding delivery or unloading time, as well as deviation from a route, and lack of order confirmation. Note that to receive push notifications, one should activate the corresponding option in the settings of Logistics Mobile.

Here you should indicate notification sending criteria, and compose notification text. Aside from the text itself, a notification may contain standard parameters (a list of parameters appears upon clicking the notification text field) which are transformed into real values upon notification sending. The list of parameters varies depending on the chosen notification sending criteria. Moreover, the notifications on time exceeding and deviation from a route should be indicated with numeric values. By default each notification has a special text template containing all the relevant parameters. This template can be taken as a basis for your notification.

Operator Notifications

Notifications set to be received by a courier can be shown to an operator as well. Such notifications are displayed in pop-up dialogs in the top right corner of any section an operator works with. Pop-up dialogs last for 5 seconds in order not to use too much screen space. To make a detailed analysis of notifications received, click the incoming notifications indicator situated in the top right corner of the left panel.

Here you can enable/disable notifications displaying and enable/disable notifications sound.

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