Minimum Version Required: 24.09
Steps
Using Wise Systems Strategic Route Planner
1. The fleet and customer data will be automatically uploaded into Wise Systems Strategic Planner. Successful uploads of both fleet and customer data will be indicated by the green upload indicator.
2. You will notice the Session or Plan names that were created in Encompass will also be available in Strategic Planner. Click the Plan dropdown to open and view, or copy Planning Sessions.
3. Select any Constraints, Capacity, Time Window options, and Balancing options then click "Run Strategic Planner".
4. Once the Strategic Planner has run, you can view your routes and their metrics.
Each polygon represents a single route number or territory over a 4-week cycle.
Use the map to see where territories are overlapping.
5. Hover over a customer’s marker on the map to view key information and service pattern details.
6. Click on an individual territory to zoom in on all of the customers assigned to that territory.
7. Search for a customer by entering the customer number or name in the search box in the top-right.
8. To view routes for a specified period, select individual weeks and days of the cycle.
When an individual day is selected, the route stops will appear on the right side of the screen in sequence order.
9. To reassign stops between territories select the customer you would like to reassign by clicking on the customer’s marker in the territory view.
From the dropdown, select the territory you would like to reassign the customer to.
You can also select the "Remove From Territory" option to unassign a stop from a territory.
10. Click on the pencil icon beside the service pattern displayed within a customer card to edit service patterns from either the Map view or Metrics view.
11. When the edit pencil is selected, the editing modal will open where you can update the days or weeks for which the customer should be serviced. Click “Update” to save the changes.
12. Strategic Planner lets you view metrics for your routes in a separate table view page by clicking the table icon.
13. In this view, you can examine metrics at the territory level, across weeks within the cycle, and on individual weekdays. This view is useful for identifying problem areas and ensuring routes remain balanced as edits and modifications are made. The "Group By" toggle at the top of the page allows you to group the data by weekday or by week.
14. Select all customers on a route by clicking the select all customers icon.
15. Selected customers will appear on the right.
16. Remove customers from the current territory by clicking the territory dropdown and selecting "remove from territory".
17. Unassigned customers will show in the Unserviced Customers section located at the top-left of the page and can be shown on the map.
18. Run strategic planner to assign unserviced customers. Customers will be assigned to the selected routes, or if no routes are selected, they will be assigned based on the selected configurations.
19. Check the configurations and initiate the strategic planner tool by clicking Run Strategic Planner.
From setting up and transmitting data to creating strategic plans, empower your employees with the knowledge to create optimized routes with the Encompass Strategic Planner integration with Wise Systems. Get more information or request a demo by going to https://www.encompasstech.com/strategic-planner/