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Here we define what to think about regarding configuration of a company and the possibilities, as well as how to integrate / use APIs.

Company-setup

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titleCore Configuration

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titleRequired

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titleRequired

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Acknowledgement Rules
Defining what the driver

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titleRequired

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  • 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

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Deviations

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

  • Must choose a deviation-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

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

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titleOptional

  • 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

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titleAddon feature

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  • “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)

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Expand
titleExample Setup - "Suzy Shoes"

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.

  • Companies:

    • “Suzy Shoes - Oslo” (with local drivers defined)

    • “Suzy Shoes - Stockholm” (with local drivers defined)

  • CustomerSystem:

    • “Suzy Shoes”

    • Acknowledgement Rules:

      • Quick-Actions (two buttons for the driver):

        • CUSTOMER - indicates that you delivered is personally to the customer

        • DOOR (chose POD-picture) - indicates that you could meet the customer, but left it as a safe spot, documenting the spot by taking a picture)

      • Deviations:

        • CANT_FIND, NOT_HOME and OTHER (all with required comments) for customer-context. Also OTHER for delivery-context, to be able to handle a partially successful delivery.

    • Scanning:

      • Activating scan on both loading and delivery since the boxes has a label with QR-code and you want to maximize control (right item to right customer)

    • Notification Rules:

      • SMS is important for customer-experience and you decide to go the this add-on. After setting up an SMS-agreement you decide this rule:

        • Sender-name: SuzyShoes

        • Message (when driver is 30 minutes away):
          <custom message - soon there - keep it short>

        • Message (when driver uses DOOR-action):
          <custom message - left parcel by door - keep it short>

  • Delivery Time Rules:

    • Parking is easier in Oslo and you experience that 4 minutes is right for zip-interval AAAA-BBBB, and 2 minutes for zip-interval CCCC-DDDD.

    • For Stockholm the default 3 minutes are perfect.

Definitions / concepts

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titleDefinitions / Business Objects
  • 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

Content

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