Routes

Routes


This page shows the routes created on the Planning page.
The toolbar above the table contains a filter for selecting routes depending on their state:
  1. active
  2. planned
  3. fulfilled
Be default, active routes are selected in the filter.

Once created, a route is considered planned if the time left until the estimated arrival at the first point exceeds the advance time.

The route becomes active if:

  • the time specified in the Advance time field on the General tab of the settings or less is left until the beginning of the first point interval;
  • at least one order of the route has been confirmed.

The route is considered fulfilled if all of its points have been visited or a status has been indicated for all of them. A route point is considered visited if the unit has sent at least one message with non-zero speed within the point radius. Also, if a strict sequence of visiting points is specified on the Planning tab of the settings, the points are considered visited only if the unit follows this sequence.

Routes go to the history automatically 24 hours after fulfilment. To send a route to the archive manually before this time, select the route in the table (click anywhere in the route row except for the name) and click on the icon  in the information block. The routes that cannot be considered fulfilled go to the archive after the time specified in the Automatic termination option.

Table of Routes

The table of routes shows the routes the state of which corresponds to the one selected in the filter, and the orders they consist of. To expand or collapse the list of the route orders, use the icons ,  respectively. If you do it while holding Ctrl, these actions are applied to all the routes in the table. To show or hide the route on the map, click on the block with the number of orders next to the route name. You can also apply this action to all the routes using Ctrl. 



The table includes the columns described below.
  1. Address - the location of the unit. For an order, the delivery address is shown
  2. Delivery interval - the beginning and end of the interval during which the courier should deliver all the orders of the route. 
  3. Arrival time - the interval during which the courier should arrive at the delivery points of all the orders. The estimated time of arrival at the first point is indicated as the beginning of the interval, and the time of arrival at the last one is specified as its end.
  4. Mileage - the distance travelled while fulfilling the route. For an order, the mileage to its point from the previous one is shown
  5. Estimated time to point - the estimated time from the initial unit location to the arrival at the last point. A row with an order shows the time to its point from the previous one, including the estimated service time of the previous point.
  6. Estimated service time - the total service time for all the orders of the route. A row with an orders showd the time that the driver should spend at the delivery point, including the time for unloading goods and charging the client. 
  7. Weight - the total weight of goods in all the orders of the route.
  8. Delivery requirements - the values specified in the same name fields in the order parameters
  9. Geofences - the names of the geofences to which the unit is attached or within which the order addresses are located. 
  10. Volume - the total volume of goods in all orders of the route
  11. Cost - the toal cost of goods in all orders of the route
  12. Client - the name of the client (if specified). Displayed only for orders
  13. Phone -the phone number of the client (if specified). Displayed only for orders
  14. Route cost - the route cost calculated based on the values specified in the window for editing the unit properties.
You can select the columns that should be displayed in the table. To do this, click on the icon  in the upper fright corner. To hide or show a column, click on its heading. To change the sequence of the columns, darg a line with a column heading to the required place. 
The columns with custom fields are not shown in the table by default, but you can select them in the menu icon . The names of such columns are marked with a (#).
You can sort the contents of the table by all columns, excpet for Address, Client, Phone and Custom Fields. 

Order Markers in the Table

Next to the order name in the table, you can see the markers which indicate the status of the order.

Missed
Rejected
Visited, status is not set
Visisted with advance, confirmed
Visited with advance, rejected
Visited with delay, confirmed
Visited with delay, rejected
Visited ahead of schedule, confirmed
Visited ahead of schedule, rejected

Actions with Routes

When you point to an active or planned route, the following actions are available:
  1.  rename the route
  2.  change the unit that should fulfil the route
  3.  add an order
  4.  export the route data to a XLSX file
  5.  export the route data to an PDF file
  6.  print the route data
  7.  delete the route data. When you delete a planned or active route, all its single orders are displayed in the Planning page. 


The same actions are available in the information block which is displayed after clicking on the line with the route in the table. 

Actions with Orders

When you point to an unfulfilled order of planned and active routes, the following actions are available:
  1.  edit the order. You can edit its name, cost, radius, priority, tags, comment, custom fields, clients contact information. You can attach a or delete a file. 
  2.  copy the order. The copy is saved in the order table on the Planning page.
  3.  confirm the order. You can leave a comment if necessary.
  4.  reject the order. To perform this action, a comment is required. 


The same actions are available in the information block which is displayed after clicking on the line with the order in the table. 

Information Block 

After opening the page, you can see a block with the total number of routes of the selected type and the orders they consist of.

If you select a route, the information about it coincides with the data displayed in the information block at the third planning stage. In addition, the action icons described above and an icon for going to the chat with the driver () are shown here. 


If you select an order, the block contains the same parameters as at the third planning stage. In addition, the action icons described above are shown for the unfulfilled orders of planned and active routes.

In the upper part of the block of fulfilled orders, you can see the order rejection reasons, comments and files, if the driver added them while indicating the status of the order. The files attached by the operator are shown here as well.

After the route goes to the history, you can run a report and find the order rejection reasons and comments in the Comment (confirmation) column, and the attached files in the Files column

Map

If you select a route, the map is centered on it. A dotted line shows the path planned by the system. For the fulfilled routes, a solid line also shows the actual route (the icon  on the map).

The upcoming point that the driver should visit is highlighted for active and planned routes.

If you select an order, the map is centered on it and a card with the following information about the order is displayed:

  • name of the unit assigned to the route;
  • delivery interval;
  • estimated arrival;
  • address;
  • client's contact details.

After clicking on the unit icon, you can see a card which displays the upcoming route points for this unit and an icon for opening the chat with the driver.






Route Point Markers on the Map

The markers of orders are warehouses on the map can differ depending on their status. 

 Warehouse not visited
 Warehouse visited but order status not included
 Warehouse order confirmed
 Warehouse order rejected
 Order not visited
 Order visited but status not indicated
   Order confirmed
   Order rejected
 Order missed
                

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