Plan & Go - Setup of Company

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

Example Setup - "Suzy Shoes"

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.