Routes can be created using a combination of account+service levels. All orders for the selected accounts+service levels will automatically be added to a route. It is therefore important for routed orders to use their own service levels.
The release notes refer to different sections of the application:
Back Office: Where Customer Service Representatives (CSR) create and edit orders, create accounts, review drivers, etc.
Dispatch Board: Where Dispatchers assign orders to drivers, get notifications for invalid orders, etc.
Auto-Dispatch: This section refers to the automated order assignment setup and its process.
Administration: This section is in the Back Office but refers to sections only an administrator will use like Settings and Pricing.
Customer Portal: Where account users log in to create orders, view their order history, enter a credit card, etc.
Tracking site: Where customers enter a tracking number like the order ID or a reference number to view the status of their order.
Account API: API provided to your accounts to create, update and get orders. For documentation, please follow this link:https://api.dispatchscience.com/
Tenant API: API provided to you to create orders for your accounts, retrieve invoices and change invoice status. For documentation, please follow this link: https://api.dispatchscience.com/
Route plans can be created using accounts, service levels, zones and a schedule.
Create a New Route Plan
1) Click on Orders menu, click on Routes then click on New Route button.
2) In the New Route dialog box, enter the Display name in English (this is a required field), enter an optional Display name in French, an optional Description in English and French and a required warehouse address.
The warehouse address will be used as the point of departure and arrival of the route.
Click on Save
Note: Clicking on Cancel will cancel the route template creation.
3) Add an account and service level combination:
Click on Add Account
Start typing the name of the account in the Account search field. The result will start showing once you have entered 3 characters. You can use the account number or the account name.
Select the account by either clicking on the account or using the arrow down to navigate to the account and press Enter.
The Service Level drop-down field will fill in with all available service levels for this account. Open the drop-down by clicking on the then click on the service level or use the arrow down to navigate to the service level and press Enter.
Tab to the Save button or click on the Save button. The account with the selected service level will be added. Repeat to add additional accounts/service levels.
Note: You cannot add an account/service level combination that already exists in another route.
To delete an account/service level combination, click on garbage can beside the combination .
4) Add a schedule:
Click on Add Schedule button
Select the days of the week this route should be created by checking the days.
Enter the cutoff day (from 0 to -7) and cutoff time. This will add to the route all orders from the Accounts+Service Levels combination that are received
Enter the route start time.
To enter the time, simply type in the time in the field or use the icon to select then click on Set.
In the following example, there will be 3 routes created, one for each day.
The Monday route will include all orders created for the combination of account and service levels created from Thursday 10:01AM until Sunday 10:00PM which have a Ready At before or at Monday 7:00AM. Any orders that do not meet this will go to the next route.
The Wednesday route will include all orders created for the combination of accounts and service levels created from Sunday 10:01PM until Tuesday 10:00PM and have a Ready At before or at Wednesday 7:00AM. Any orders that do not meet this will go to the next route.
The Friday route will include all orders created for the combination of accounts and service levels created from Tuesday 10:01PM to Thursday 10:01PM and have a Ready At before or at Friday 7:00AM. Any orders that do not meet this will go to the next route.
You can delete a schedule by clicking on the beside the schedule.
5) Zones are imported through a KML file.
Each zone in the KML file will be used to create a route using the account and service level combination as well as the schedule. Order delivery address will be used to find the correct route.
A driver can optionally be assigned to a route.
Click on Import KML to upload the zones:
Select the kml file to import.
Note: zone names cannot include spaces or special characters except for the underscore. Invalid zones will not be imported and a warning will be displayed to advise which zone was invalid
The zone will be displayed on the map once imported and will show on the map as well as in the list:
Reimporting the KML file will update the existing zones, add the new zones and delete the zones that no longer exists in the file.
You can export your KML file if you need to make any changes.
Using the + and -, you can zoom in and out of the maps. you can also use the mouse wheel while cursor is on the map to zoom in and out.
Using your mouse, click, hold and drag to move to a different area of the map.
6) Assign optional drivers to each zone.
Clicking on a zone in the map will highlight that zone in the list. You can then select an optional driver.
Edit a Route Template
1) Click on Orders menu then click on Routes. This will display all existing route templates. Click on the route to edit.
2) In the route details, you can edit the name of the route, add or remove account+service level combinations, add or remove schedules, make changes to the zones and driver selection.
Delete a Route Template
1) Click on Orders menu then click on Routes. This will display all existing route templates. Click the at the right of the route row to delete the route.
2) Click on Delete to delete the route or cancel to return to the list without deleting the route.
Routes on the Dispatch Board