Minimum Version Required: 24.09
Steps
Adding new customers to a strategic routing plan
Adding new customers to a strategic routing plan is useful if new customers were created after the planning session data was originally uploaded.
1. Access the Encompass strategic planner feature by clicking on the Strategic Planner button from an Inactive route version.
2. Select the "Add New Customers" tab on the left-hand side of the page.
3. Select the Planning Session from the dropdown.
Be aware that only Planning Sessions in Exported status will be listed in the dropdown.
4. Click on "Add filters" to refine the customers that you want to add.
The "Customer Created After" filter will be very useful in many cases.
5. Click the "Search" button to show customers.
6. Unassign any routes, service patterns, and vehicle types that you deem necessary.
7. Click "Send to Strategic Planner"
This will send the customer to Wise Systems strategic planner. More information on the unassignment options is available in the "Exporting data to Wise Systems Strategic Planner" help resource.
8. Click "Login to Strategic Planner". This will open a new tab in your browser and navigate to Wise Systems Strategic Planner.