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titleDepot Plan

When your Deliveries are ready for Despatch, they can be added to a manifest which is assigned to a Transport Item, who will then Deliver the Goods.

  • You can create multiple Manifests and create them in advance of the Delivery Date

  • When you first open the screen, you will need to select a Depot that you wish to create Manifests for.

  • You can filter your results if you do not wish to bring back all outstanding Deliveries. (By default all filters and all areas will be selected)

  • The Deliveries are colour coded depending on the type of Delivery it is (see below screenshot for the colours and types).

Note

Take care if clicking the Finalise All button, as it will Finalise ALL Manifests On ALL tabs, not just the tab you are currently on

This list shows available Deliveries based on the filter settings you set.
You can either add the Deliveries to an existing Manifest or create a new one. If you create a new one, it will add it to the Today+1 tab.

  • To add a Delivery to a Manifest, you select the Delivery you wish to add, and drag and drop it into the Manifest you wish to add it to. If the Delivery has been added correctly it will disappear from the list of delivery's and show within the Manifest when you click the expand '>' button.

  • If you wish to Remove a Delivery from a Manifest before Finalising it, you just drag and drop it from the Manifest back into the outstanding Delivery's Grid. Ensure your mouse is on the UID number when you drag and drop it across.

  • If you feel you may need to make further changes to the Manifest before Finalising, you can just click on Save, which will Record any changes you have made but will not Finalise the Manifest.

  • Once you are happy that no more changes will be made to the Manifest then you can Finalise it, which will then send it to the EPOD (if you are using EPODs), and create the relevant paperwork. 

    • (Although it is possible, no changes should be made to a Manifest once it is Finalised).

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titleRoute Planner

This screen will automatically calculate the most efficient Routes for a group of Transport Items and Consignments.

Image Removed

  • View Plan - This button will open a map screen showing the locations and routes that have been generated based on the criteria chosen above, allowing the data to be seen in a visual form

    • How long Generating a View Plan and showing the Map takes will depend on how many Transport Items and Consignments have been chosen when clicking the button.

  • Accept Plan button to accept the routing that has been generated for this plan when the View Plan button was clicked.

    • This will generate the Manifests and allocate the deliveries to them. 

You must generate the Plan by clicking the View Plan button before it can be accepted with the Accept Plan button

  • Transport Items and Consignments Section:

    • There are two lists:

      • The left-hand list shows all available Transport Items that can be selected (but have not yet been selected).

      • The right-hand list shows all Transport Items that have already been selected.

    • To move an available Transport Item to the right-hand list:

      • Click a Transport Item to highlight it.

        • When you click and drag (by clicking on one of the highlighted Transport Items and holding down the mouse button) and move over the right-hand list and let go. 

    • Click one of the selection buttons in the middle of the two Transport Item lists.

      • Click the single arrow button to move only the highlighted Transport Items.

      • Click the double arrow button to move all the available Transport Items in one go.

    • Perform the reverse of the two options above to move a Transport Item back to the available list on the left.

    • To move an available Consignment to the right-hand list:

      • Click a Transport Item to highlight it.

        • When you click and drag (by clicking on one of the highlighted Consignments and holding down the mouse button) and move over the right-hand list and let go.

      • Click one of the selection buttons in the middle of the two Consignment lists.

        • Click the single arrow button '>' or '<' to move only the highlighted Consignment.

        • Click the double arrow button '>>' or  '<<' to move all the available Consignments in one go.

      • Perform the reverse of the two options above to move a Consignment back to the available list on the left.

    • When you select your Transport Items you are selected all the Drivers who will be used for the current Plan

    • When you select your Consignments you are selecting all the Consignments you want the Transport Items to delivery for you.

    • When you have added all the Transport Items and Consignments you can click the View Plan and the system will try and work out the most efficient Plan.

A consignment can be viewed by double-clicking anywhere on that Consignment in either the left or right lists

  • The Parameters in this section can be used to override the standard configuration options set-up against the depot.

  • When all Parameter fields are left as Standard, all values will be considered with equal weighting.

    • If the weighting is changed on one of the Parameters, the weighting on this Parameter when generating the route will be adjusted depending on the options chosen.

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titlePostcode Search

This screen is used to select from a list of available addresses for the Post Code you entered before clicking the Post Code Lookup button on a previous screen.

  • PostCode to filter the results by.

    • By default, this field will show the PostCode in the PostCode field when you clicked the PostCode Search button on the previous screen.

  • The Postal Town and County will populate automatically from the PostCode entered above.

All fields are read-only