Plan a delivery trip

A trip is a date, a driver, a vehicle and a list of stops. You start from Ready for Dispatch, which only shows lots that are approved, in stock and free of open holds.

Steps

1. Open Ready for Dispatch. Group the list by Customer, City or District.
2. Under Suggested trips, press Select these for a group, or Plan this trip. Lots are grouped by district so one driver covers one area; areas with Express lots come first. You can also tick lots yourself.
3. Press Create trip (or Add to trip to put the lots on a trip that is already planned).

4. Choose the Date, the Driver and the Vehicle. The Checks box tells you about capacity, shifts and documents.
5. Add Notes for the driver if needed, then press Create trip.
6. On the trip, change the order of stops with Move up and Move down, or press Optimise order.

Rules the app enforces

• Capacity is checked against the vehicle's packages, kg and m³. Above 90% you get a warning. Above 100% the trip is blocked unless you give a reason.
• A driver or vehicle cannot be on two trips that are out at the same time.
• An expired driving licence blocks the trip. A driver with shifts must be on shift that day.
• Optimise order puts the stops in the shortest order from the warehouse and shows about how many kilometres you save. Express and urgent stops go first. Stops without a map pin are not counted.
• One stop is made for each customer delivery address.

Missing an address or phone? Ready for Dispatch shows Add an address or Add a phone next to the lot.

Next: load the van and start. More in the Ready for dispatch feature and Delivery trips.