Minimum Version Required: 23.01
Pre-Conditions
The following workflow assumes there is already a User with a Route (with stops) set up.
Steps
How to Generate a Plan
1. Using Universal search, navigate to the Plan Optimizer dashboard.
2. Click the Generate Plans button.
3. Select a Start Date and End Date that Plans will be generated through.
4. Use the filter options to search for the routes to generate plans for.
5. Click Show to see Routes that match the filter parameters.
6. Use the checkboxes to the left of each Route record to select and unselect the Plan(s) you want to generate.
7. Click the Generate Plans button.
8. Once the Plans are generated, click the '+' next to each plan on Plan Optimizer to review the Events generated.
- Plans are displayed in the Plans table as well as Plan Optimizer after filtering is applied.
Fields And Definitions
Activity - Type of event that occurs during that route.
- Example Activity: Pre-sell 2 days in advance
User - The assigned Sales or Delivery representative for the route.
Route - Collection of customer stops that a sales or delivery rep completes.
Event - Individual Stops and Assignments on a Plan.
Best Practices
A user can only have one plan per day. Double check that a user doesn’t already have a plan for that day. If a user already has a plan for that day, the two plans are merged. Merged plans cannot be unmerged.
Plans are usually generated 7 days in advance. Any changes made during that time require the plans to be deleted and re-generated to show changes.The scheduled task ‘Build Scheduled Routes’ must be run to generate plans for same day use.
Changing the User on a LoadSheet would merge Plans, but changing a User on a Route would not merge Plans.