Page Comparison

Definitions

• Plan - A collection of orders that will be distributed as a batch (i.e. a shift for a given date)

• Route - A collection of stops to be assigned to a driver

• Stop - A location on a route where there are customers

• Customer - An order/customer (customer name/phone presented to the driver) that has one/many deliveries

• Delivery - An item (name presented to the driver) to be delivered to a customer (or picked up)

• Driver - The courier that is performing the distribution - using the mobile app. Drivers are created within a company.

• User - Personell that plans the distribution and assigns routes to drivers. Users might have access to multiple Companies. Two main-types os users:

  • Users connected to one/multiple distribution-companies

  • Users connected to one/multiple CustomerSystems. A supplier that has outsourced distribution to multiple distribution-companies, but still has insight and customer-service

Core Configuration

• Company

  Status
  colour Green title Required

  
  The local distribution-company that has drivers to dispatch.
  Input needed: CompanyName + Country (NO, SE)

  • DeliveryTime Rules

    Status
    title Optional

    
    How long time does it take to service a customer in the given zip-interval? Can be rules for a Company or combination Company + CustomerSystem. Default is 3 minutes per customer.

• CustomerSystem

  Status
  colour Green title Required

  
  Each product-type can have a configuration. Normally a company has one CustomerSystem defined, but it can have multiple. And a CustomerSystem CAN be shared with multiple Companies.
  Input needed: CustomerSystemName + Country (NO, SE)
  Rules a CustomerSystem can have:

  • Acknowledgement Rules
    Defining what actions/policies you want for the drivers.

    • Quick-Actions

      Status
      colour Green title Required

      
      This is the button(s) where the driver indicates a successful delivery/pickup for a customer.

      • Available types (choose at least one): CUSTOMER, DOOR, DELIVERED, PICKED_UP

      • Proof of Delivery (picture)

        • Choose (for each type) if driver has to take a picture when acknowledging. Will be visible in the dashboard

    • Deviations

      Status
      title Optional

      • Available types: CANT_FIND(customer), MISSING, NOT_HOME, DAMAGED, NOT_ACCEPTING, OTHER

      • Choose context (for each type): Customer or Delivery/Product

      • Choose (for each type) if you want the driver to always add a comment when registering a deviation

  • Scanning (if items has PARCEL_NUMBER and a label with barcode/QR-code)

    Status
    title Optional

    • Choose if you want the driver to Scan items when loading the truck

    • Choose if you want the driver to Scan items before delivering to customer

  • Notification Rules

    Status
    colour Blue title Addon feature

    
    SMS can be triggered for certain events (with custom SMS-message). This feature needs additional setup/agreements. Available events:

    • “Soon there” - Driver on his/her way and is estimated to be there within X minutes.

    • “Successful delivery/pickup” - When driver selects a QuickAction (successful delivery/pickup)

Example Configuration

Suzy Shoes has activity in two cities and wants to use Plan & Go. Since operation in each city is very autonomous we create two companies, but they share the same CustomerSystem. See an example-setup below:

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