Templates

Templates


This page displays templates for creating routes. You can use them if you should create similar routes regularly. A template stores information about the route points and the assigned unit.

The Templates page consists of the following components:

  • table;
  • information block;
  • map;
  • search bar






Creating Templates

To create a template, follow the steps below:

  1. On the Planning tab, select the orders you want to include in the template. You can use only permanent orders for creating templates
  2. Open the calendar 
  3. Activate the Template creation switch
  4. Click OK
  5. Click Next to go to the following planning stage
  6. Select a unit or units
  7. Click Create templates
  8. Save all or seperate route templates


Actions with Templates

If you point to a line with a template in the table, the followin actions become available:
  1.  - rename the template
  2.  - change the unit that should fulfil the route
  3.  - change the template (add, delete orders or change their sequence)
  4.  - delete the template

The same actions are available in the information block.

To create a route on the basis of a template, select it in the table, choose a date and click Start routes. After that, the route will appear on the Routes page among the planned or active routes.





    • Related Articles

    • 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: active planned fulfilled Be default, active routes are selected in the filter. Once created, a route ...
    • Report Templates

      Report Templates You can generate a report only on the basis of a previously created template. The list of all available templates is displayed in the lower-left part of the window on the Reports tab. Here you can create, edit, copy, and delete ...
    • Planning

      This page is designed for planning routes. You can use warehouses and orders as route points. To create or import orders, expand the Planning item in the navigation bar and select the required section (New order or Import orders). After that, you can ...
    • Bulk Creation of Intervals and Services

      Bulk Creation of Intervals and Services On the Service objects page, you can create intervals and services for several units, drivers, and/or trailers at once. To perform these operations, follow the steps below. Click on the button . Select the ...
    • Notice Templates

      You can create a notice and save it as a template. To do this, follow steps 1–7 from the guide and click on the Save template button in the lower-left corner of the window. To save the template, you should fill in at least the Subject field. To open ...