Plan the routes

You plan a day in Edit on the Day tab. Every change goes into a draft, so the crew keep the routes they have until you publish.

Steps

1. Open Dispatch, Day, pick the day and switch to Edit.
2. Press Plan this day to let the planner place every stop, or skip to step 3 and do it by hand. The plan opens in a window; press Put in the draft to use it.
3. Drag a stop onto a truck. The gold line shows where it will land, above or below the stop under it. The arrows on a stop move it one place up or down.
4. On a phone, use Move to… under a stop instead of dragging.
5. Set the crew: drag a person from Working today onto a truck, or open the truck's crew list, tick the people and make one the lead.
6. Set when the truck Leaves the warehouse. After moving stops around, Line them up again starts each stop when the one before it is done and the drive is made.
7. Check the meters on each truck: the length of the Day, the Load against the truck's payload, and the miles.
8. When it looks right, publish. See Publish the day.

What else is in Edit

• Free trucks: press one to put it on the day. The bin on an empty truck takes it off again.
• Not on a truck, Address not found and No delivery date: the stops still to place. Drop a dated stop on a truck, or drop an undated one on the day.
• Map addresses: looks up map positions for stops that have none, so drive times can be worked out.
• Add a task: a stop or a job for people that did not come from an order.
• Back to warehouse: adds a reload stop at the end of a truck. Drag it between stops when a truck comes back to load a second trip.
• Saved crews: Save this crew on a truck, then pick it from Saved crews on any truck. Anyone off that day is left out.
• The lock on a truck card keeps the planner from changing that route.

Good to know

• The planner works from what the crews have now, then puts its answer in your draft. Locked trucks and stops already under way stay as they are.
• A stop that is on its way, started or done cannot be dragged.
• The times shown on a truck with unpublished changes are the draft's. The crew see the published ones until you publish.
• How the planner chooses is set on Settings, Operations, Dispatch, Routing. See Routing rules.

If something goes wrong

• A stop will not go on the truck. Read the message: it is in the system's own words, such as a locked truck or a stop already started.
• "A stop needs a lift gate and this truck has none." Move that stop to a truck with a lift gate, or change the truck's record.
• "Also on another truck that day". The same person is on two trucks. That is allowed (a swap at lunch), but check it is what you meant.
• Drive times are missing. The warehouse has no map location, or some stops are unmapped. Set the warehouse on Settings, Operations, Dispatch, Routing and press Map addresses.