Trip planning

Trip planning

What
The trip planning can be used to plan tours effectively. They are displayed in tour blocks. Trip planning can be fully automated or manually controlled, depending on your preference.

Where
POS: Order overview > Trip planning. 


If you want to plan your tours effectively, the "Trip planning" item in the POS interface will help.

The trip planning is opened under POS: Order overview > Trip planning.

"Orders" tab

The "Orders" tab provides a clear overview of the tours. The tour blocks show which tours (in the kitchen manager) can be produced together and then delivered.

To get suggestions for tour blocks, the corresponding store settings must first be made in the "Disposition / tour management" section - this includes e. g. the setting "Activate manual assignment of tours in blocks (tour planning only)" (under Admin: Store management > Stores > Edit > Settings > Disposition / tour management > Activate manual assignment of tours in blocks (tour planning only) > Yes).




Columns and meanings

  1. Marker: Sequential order number.

  2. Invoice-No.: The invoice number is displayed here.

  3. Invoice date: The invoice date is displayed here, along with the order time.

  4. Expected arrival: The expected arrival time is displayed here, along with the date and time.

  5. Address: The order address/customer address is displayed here.

  6. Distance: Straight-line distance in kilometers to the store address.

  7. Direction: The direction is displayed here with an arrow symbol, showing the direction of the order address from the store address.

  8. Furthermore, the tours are marked in color if the delivery period has been exceeded. The delivery period can be set under Admin: Store management > Stores > Edit > Settings > Delivery and take away settings > Delivery time meter - green + Delivery time meter - yellow.

  9. Pre-orders: Pre-orders are displayed here in a different color to distinguish them from immediate tours - however, this only applies to pre-orders that have reached the point at which they receive an invoice number. If pre-orders that do not yet have an invoice number (and are not due to have one for a long time) are also to be displayed in trip planning, the option "Displaying pre-orders in tour planning and the driver terminal" (under Admin: Store management > Stores > Edit > Settings > Disposition / tour management > Displaying pre-orders in tour planning and the driver terminal > Yes) must be activated in the store settings.


Buttons and actions

Magnifying glass icon  

The order details can be viewed by clicking the magnifying glass icon.




Lock icon   

Once the setting "Activate manual assignment of tours in blocks (tour planning only)" (under Admin: Store management > Stores > Edit > Settings > Disposition / tour management > Activate manual assignment of tours in blocks (tour planning only)) has been set to "Yes", the buttons for "Lock"  (click on the open lock icon) and "Unlock" (click on the closed lock icon) tours or tour blocks will be available.

Entire blocks can be locked so that no new orders are automatically assigned to that block.


Sort icon  

With the "Sort" icon, you can rearrange the order of the tour blocks via drag-and-drop. However, you cannot reorder the individual orders.

This also requires the option "Activate manual assignment of tours in blocks (tour planning only)" (under Admin: Store management > Stores > Edit > Settings > Disposition / tour management > Activate manual assignment of tours in blocks (tour planning only) > Yes).




Advanced view  

There is also an "Advanced view" that displays additional information and values, but offers fewer functions. In this view, the map is hidden. This view can be opened by clicking on the small arrow pointing to the right in the upper right corner.




Close advanced view:




Down/up arrow   

The down/up arrows can be used to expand or collapse the tour blocks.




Additional settings options 

Additional settings are available via the "gear icon" in the upper right corner. There, you can select various options for the map view, such as which markers, routes, and other information are displayed.




"Driver" tab

The "Driver" tab provides an overview of which drivers are logged in, currently waiting, on break, or on tour, and how long they are expected to be on the road.





Procedure/Usage

Start order

1. First, select the orders to be delivered in the "Orders" tab using the checkboxes on the right-hand side of the entries or tour blocks.
2. Then click on the green "Plan tour" button at the bottom right.




3. Next, select the driver using the round checkbox. Then click on "Start tour".
To cancel, click on the "Abort" button.



Complete order

The order will then be dispatched.

If you want to report back to the driver specifically via "Trip planning", switch to the "Driver" tab, click on the "i" icon next to the corresponding employee entry, and select one of the following buttons from the menu that opens: "End tour", "End tour and break", or "End tour and shift".







After the trip

In the driver overview, you can also view the trips already completed by the driver by clicking on the "i" icon.

Using the red "trash can icon" next to the respective tour entry, you can remove tours from the employee tour list – effectively undoing them.
 This is especially helpful if a tour was accidentally marked as dispatched or if issues occurred, such as incorrect assignment, a wrong start, or an unsuccessful execution.










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