This article enlists the toggles in the "ADMINISTRATION" section of the platform and their function.
OPTIMISATIONS
ADMINISTRATION > OPTIMISATIONS > GENERAL
Require the driver to scan the hub to start the round |
If activated, the driver must scan the QR code of the hub to be able to start the round |
Require the driver to scan the hub to end the round |
If activated, the driver must scan the QR code of the hub to be able to end the round |
Use zone preferences of the drivers |
If activated, the optimization will try to respect the zone preferences of drivers during the round creation, meaning that the drivers will work in priority in their preferred zones. This is not a hard constraint. If more optimal rounds can be created the drivers might work in different zones too. |
Include breaks in the rounds |
If activated, the optimization will split the round with breaks (either by specific time or by working time) |
Dispatcher signature at preparation |
If activated, the dispatcher must provide their signature in the app at the preparation stage |
Send a notification when some tasks are not geocoded when the optimizer runs in automatically |
If activated, a notification will be sent, warning that during the AUTOMATIC optimization, some tasks have geocoding errors |
This optimization will use a virtual fleet |
If activated, the optimization will use a virtual fleet (without drivers) allowing the customer to select vehicles and mention how many are assigned, where they should start/end the round, if they are or are not linked to a hub, and the start time. |
Assign the drivers sequentially, independently of their vehicle |
This option can only be activated when the fleet assignation is specified as a set of drivers (the customer assigns drivers). This toggle, when activated, will ask the optimizer to follow the sequence in which the drivers have been added to this section. |
ADMINISTRATION > OPTIMISATIONS > OPTIMISATION
Group tasks by recipient |
If activated, this feature ensures that all tasks going to the same recipient will be grouped into the same round and will be delivered in sequence. The service time of the stop inside the round will also be adjusted based on the selected rule. |
Use traffic data during the round calculation |
If activated, the optimization will take into account the traffic data in order to create the rounds |
Only allow to create rounds starting in the future |
If activated, only rounds starting after the actual time will be created. For example, If you announce tasks to be performed from 09:00 to 18:00 but it's already 10:00 then all rounds will be created starting after 10:00. |
Only allow to optimize tasks with status "Received" |
If activated, the optimization will only take into account the tasks that have been at least dispatched to create rounds. |
Validate rounds manually |
If activated, the optimization will only create rounds with the status `created` that have to be manually validated (then they will be ready to be prepared in the hub). In this case, a round can NOT be edited unless it goes back to the ‘created’ status. |
Publish rounds manually |
If activated, the optimization will only create rounds with the status `validated` that have to be manually published (then they will become available for the driver to see). In this case, a round can NOT be edited unless it goes back to the ‘created’ status. |
Do not re-optimize tasks with the status "in preparation" |
If activated, rounds that are already being prepared by the driver will not be affected if the optimization is relaunched. |
Inform when tasks with similar coordinates are assigned to different rounds |
If activated, an info symbol will appear next to the announcement only if some tasks with similar geocoded addresses are assigned to different rounds |
Inform when tasks with similar coordinates in a round don’t have sequential sequence numbers |
If activated, an info symbol will appear next to the announcement only if some tasks with similar geocoded addresses do not have sequential numbers in a round, meaning that they do not follow each other in the delivery/pick-up process. |
Recalculate path after optimization |
If activated, the optimization will recalculate the rounds after having received the optimized rounds from our optimizer. Start time and sequence are kept as suggested by the Optimisation but the path between the tasks and the ETA will be recalculated. |
Enable ESRI custom configuration |
If activated, the customer can set a custom configuration of the ESRI optimizer and select preferences that will be applied for the specific optimization. Such changes will impact future optimization results so prior testing is highly recommended! |
Enable Graphhopper custom configuration |
If activated, the customer can set a custom configuration of the GraphHopper optimizer, revealing two other toggles: whether the optimizer should make the round ‘finish at the hub’ and another toggle to ‘enable speed factor’ |
FLOWS
ADMINISTRATION > FLOWS > GENERAL
Force day-unique order IDs |
If activated, the platform will force tasks to have unique IDs for the day. Two tasks cannot have the same ID. If duplicated IDs are encountered then an error will appear in the announcement. |
Restrict order IDs per type only |
Linked to force day-unique order IDs. If activated it will only affect tasks with the same type (Delivery / Pickup). If a delivery has the same ID as a pickup, it's accepted as they are of different types. But if two deliveries or two pickups have the same ID, you will receive an error in the announcement. |
Create unplanned tasks |
This toggle is present only for planning flows. If activated, the flow will create tasks in the platform without a date of delivery. |
Use a relative time window |
If activated, and if no date or delivery time window is present in the announcement file then the tasks will be performed during a relative time window instead of a fixed time window. |
Enable automatic replanification |
The system will automatically replan failed delivery attempts to another date and time. Here a script is needed in order to set the rules for replanification of tasks that were not delivered. |
Allow updating items |
If activated, customers have the ability to update items of tasks that were previously announced. |
Allow updating metadata |
If activated, customers have the ability to update metadata of tasks that were previously announced. |
Generate pickup automatically |
The system will automatically generate a pick-up located in the hub when you announce a delivery task without a dependency |
ADMINISTRATION > FLOWS > DEFAULT
Generate barcodes automatically |
If activated, the system automatically generates barcodes for tasks announced if they are provided without one. |
Generate order ID automatically |
If activated, the platform will automatically generate a task ID for every task that is announced in that specific flow. |
When creating a new FLOW
Planning |
If activated, you will create a flow where planning is enabled |
Toggle associated only with a PLANNING FLOW
Planning via tracking page |
If activated, the possibility to choose an available time slot to perform the task will appear on the recipient’s tracking page. |
Allow flexible time windows |
If activated, it will allow the creation of tasks with a time window that doesn’t match exactly the time slots defined in the hub and it will be assigned to the time slots which match the most. If the time window doesn’t match at all a time slot, then it will be rejected. |
Ignore capacity constraints in timeslots |
If activated, the restriction of the capacity of the time slot will be ignored and the time slot can be overloaded. |
Limit the number of bookings allowed |
If activated, the tracking page informs the recipient about how many times deliveries can be replanned |
Block booking x days or less before the planned delivery date |
If activated, the tracking page informs the recipient up until when they can replan their order |
Do not allow to select timeslots that reached the cutoff time |
If activated, it will only be possible for the recipient to reserve a time slot before the cutoff time set for that specific time slot |
ADMINISTRATION > FLOWS > REQUIRES
PICKUP
REQUIRES FOR PICKUP TASKS - ON ARRIVAL (DISPATCHER)
Barcode scan |
If activated, the dispatcher must scan the barcodes of every item for pickup tasks upon arrival |
REQUIRES FOR PICKUP TASKS - ON PICKUP FAILURE (DRIVER)
Photo |
If activated, drivers must take a picture when they mark the pickup task as ‘FAILED’ |
REQUIRES FOR PICKUP TASKS - ON PICKUP (DRIVER)
Barcode scan |
If activated, drivers must scan the barcodes of every item in order to validate the pickup |
Customer signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the pickup |
Customer commented signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the pickup and a comment can be added |
Contactless |
If activated, the driver must perform a contactless pickup and introduce the PIN code received by the recipient |
Comment |
If activated, a comment must be shared about the experience of pickup |
Photo |
If activated, drivers must take a picture in order to validate the pickup |
On site |
If activated, if the driver is not at the right location for the pickup, a warning pop-up will appear in the app to warn the driver. Then the driver can either cancel or validate his position. |
DELIVERY
REQUIRES FOR DELIVERY TASKS - ON ARRIVAL (DISPATCHER)
Barcode scan |
If activated, the dispatcher must scan the barcodes of every item in delivery tasks on arrival |
REQUIRES FOR DELIVERY TASKS - AT PREPARATION (DRIVER)
Barcode scan |
If activated, drivers must scan the barcodes of every item in order to start their round |
Check list |
If activated, drivers must check on the checklist every item in order to start their round |
REQUIRES FOR DELIVERY TASKS - ON DELIVERY FAILURE (DRIVER)
Photo |
If activated, drivers must take a picture when they mark the delivery as ‘FAILED’ |
REQUIRES FOR DELIVERY TASKS - ON DELIVERY (DRIVER)
Barcode scan |
If activated, drivers must scan the barcodes of every item in order to validate the delivery |
Customer signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the delivery |
Customer commented signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the delivery and a comment can be added |
Customer concerns about items and signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the delivery and the recipient can share if they have concerns about the condition of the delivered goods |
Contactless |
If activated, the driver must perform a contactless delivery and introduce the PIN code received by the recipient |
Comment |
If activated, a comment must be shared about the experience of delivery |
Photo |
If activated, drivers must take a picture in order to validate the delivery |
On site |
If activated, and if the driver is not at the right location for the delivery, a warning pop-up will appear in the app to warn the driver who can either cancel or validate his position. |
DROP OFF
REQUIRES FOR DELIVERY TASKS - ON DROP OFF (DRIVER)
Barcode scan |
If activated, drivers must scan the barcodes of every item in order to validate the drop-off |
Customer signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the drop-off |
Customer commented signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the drop off and a comment can be added |
Customer concerns about items and signature |
If activated, the recipient’s signature is necessary in order for the driver to validate the drop-of and the recipient can share if they have concerns about the condition of drop-off goods |
Contactless |
If activated, the driver must perform a contactless drop-off and introduce the PIN code received by the recipient |
Comment |
If activated, a comment must be shared about the experience of drop-off |
Photo |
If activated, drivers must take a picture in order to validate the drop-off |
On site |
If activated, and if the driver is not at the right location for the drop-off, a warning pop-up will appear in the app to warn the driver who can either cancel or validate his position. |
ADMINISTRATION > FLOWS > GEOCODING
Reject addresses geocoded in a different postal code |
If activated, there will be a check of the tasks’ postal code during the announcement (geocoding), and addresses with a different postal code will be rejected |
Exclude the street number from address validation |
If activated, the system will not check if the street number exists or not during the announcement |
Use Arcgis |
If activated, geocoding will be checked and performed through Arcgis. |
Use Google |
If activated, geocoding will be checked and performed through Google. If both Arcgic and Google are activated, the flow will run the geocoding through both and take the best result. |
ADMINISTRATION > FLOWS > INTEGRATION> WEBHOOKS
Active |
When Webhooks are created you can choose if they are active or not |
Activate message in case of webhook not delivered |
If activated, allow the platform to send a notification if webhooks are not delivered |
USERS
ADMINISTRATION > USERS
Reassign password |
If activated, allows you to modify the user’s password |
Toggles only available for DRIVERS
External |
If activated, the driver is known as an external |
For any questions on the functionalities above please reach out to your Customer Success Manager or to the Support team.