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Step Two: Route Plans

Last Updated: Feb 12, 2013 09:33AM EST
Welcome to the Route Planning environment! From this tab you can build your optimized Route Plans.



If you need to create Drivers, you can go back to Step One.

After creating your Drivers, the Second Step is selecting them for a specific Plan and importing the Orders they will serve.

The Viamente Route Planner will do the rest, suggesting which Drivers will serve which Orders. Learn more about Fleet and Mobile Workforce management and the auto-dispatching feature here.
 

Select Drivers


Click on Select Drivers to open a window with the list of the Drivers you created.



Select the Drivers you need for this Route Plan and click on Assign to this Route Plan. If you open this window in a second moment you will notice that Drivers selected for the Plan are already checked. By unchecking them you will remove them from the Plan.



The Drivers will now appear on the map and will be listed in the lower part of the screen, under the tab Drivers. 



By double-clicking on a van on the map or by clicking on the Driver’s name, you can access the Driver’s settings and modify them.



Please note that all modifications will be valid ONLY for the Route Plan you are working on in that moment.

If you need to define new Default Settings and have them applied to all your future Plans, please check "Save as default settings for this Driver", or make all modifications from under the tab My Fleet.

You can also save your Drivers as a Subfleet:



By using Subfleets, you can select directly a group of Drivers and utilize it for any Route Plan, rather than selecting Drivers one by one. Note that you can also mark a Default Subfleet, thus assigning it automatically to all new Route Plans.



It is now time to import the addresses/locations (we call these Orders) where you want your Drivers to stop and provide a service.
 

Add Orders


In the left part of the screen, hit the button Add Orders:



A window will pop up and you will be asked to:



 
  • Upload a CSV or an Excel file
  • Add one Order at a time
  • Paste text addresses
  • Automate the import process (read more about this method here)
 

Uploading a list of Orders


If you import a CSV/Excel file with a list of Orders, you should use the templates provided here.
Alternatively, you can download the templates from the Template Generator that appears automatically after clicking Upload a list of Orders.



Check the fields you would like to describe your Orders (note that you can also define custom fields/columns) and then hit the button Download your template to download either a CSV or an Excel template. Learn more about each field by reading this article on how are Orders defined

Now you have a template tailored to your needs and you can populate it with your own entries. When ready, click on Proceed and Upload your file, browse your computer and upload the file.



 

Adding one Order at a time


Just like Drivers, Orders are defined by several fields. If you add Orders one by one - or if you want to modify any imported Orders by double-clicking on them under the Orders tab - you will fill those fields in a window like this:



Read how Orders are defined  for a detailed description of the parameters and the fields to fill.
 

Pasting a list of addresses


Pasting a list of addresses is a quick way to build your first Route Plan. Yet, you should consider that this function is limited if compared with importing an Excel or CSV file.

The reason why the Paste function is limited is that you can apply only one single value for the Service Times and one single value for the Load Units (where applicable) and these values will be set identical for all the Orders. Furthermore, pasting a list of Addresses will prevent you from defining Time Windows, Skills and other parameters. If you want to set different values for each Order or specify other fields, you should import a CSV/Excel file.

If you choose to paste your Addresses, you will see this dialogue window:



Paste your Addresses then choose how many minutes the assigned Driver will be spending at this address.
You can also specify a Load request for all the Orders.

 Regardless of the method you use to import your Orders, at the end of the process you will see them as blue markers on the map. We use blue markers to represent "unserved" Orders, i.e. Orders that have not been assigned nor scheduled for service yet (building a Route Plan to assign and schedule them all is the purpose of the last step). 




Note that some of your imported Orders may appear in red or in yellow in the Orders table under the map: this means that their position on the map is unsure or that the zip/postcode does not match our database.



You should double-click on them to verify and edit their position before proceeding further. Learn more on how we place Addresses on the map and how to modify/adjust the markers' position. 

Note that after verifying and editing positions, you can download your Orders complete with latitude/longitude coordinates, so that next time you import them, the software will place them correctly. Read how to do it here under the heading “Download the Addresses extended with LatLong information”.
 

Modify your Orders or Add more Orders later


Even after building your Route Plan, you can edit existing Orders by double-clicking on the Order’s name in the tab Orders or add new ones by hitting Add Orders. You can also import new lists by uploading a new CSV/Excel file or by pasting new addresses.

Go to the Last Step.

 

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