Minimum Version Required: 23.01
Pre-Conditions
System Setting 553 - Enable Manufacturing, Production Orders & Job Costing must be set to True for the Delivery Optimizer - Invoice View to be utilized.
Steps
How to use Delivery Optimizer
1. Using Universal Search, navigate to the Delivery Optimizer dashboard.
2. Use the left side panel to apply filters and click Show.
a. Columns - description/definition.
b. Location - If there are multiple locations use this to filter to select which warehouse.
c. Delivery Date - The date on which the load sheet will be delivered
d. For Producer Customers, when System Setting 553 is set to True, this enables the use of the Invoice View toggle switch to display the "Invoice View" in Delivery Optimizer. Invoice View will display the Invoice Number and Customer instead of the Route Number and Delivery Person. Invoice View will display all dates by default.
3. Load sheets are displayed in the main body of the page. Check to select/deselect specific Load Sheets.
4. Routing Column:
a. Dynamic Routing - Move stops within the load sheet.
b. Mapped Routing - Move stops, change the driver and/or vehicle for the load sheet.
c. Route Optimizer - To Optimize the route see timeline.
d. Shipment Planner - Ability to move product to different invoices.
e. Lock - Lock selected Load sheets.
f. Unlock - Unlocked selected load sheets.
5. Palletization Column:
a. Palletize - Create, manage, and review pallets for a Load Sheet and send them to Pickers.
b. Apply Pick Rules - Send submitted invoices through Pick Rules to decide how they will be grouped, palletized, and picked.
c. Add Load Sheets - To add a load sheet.
d. Load Load sheets - To mark selected load sheet(s) as loaded.
6. Print Column:
a. Print Manifests & Invoices - To print route manifest and different paper items, all PDFs are locked and can not have changes made to them.
b. Print Loaded Items - Print loaded items.
c. Import/Export - This is used to Import and Export for RoadNet and FleetLoader orders.
d. Print Directions - To print directions to the stops for load sheets.
7. Toggle between the Salesman View or the Route View on the right-hand side to see the progress of the salespeople throughout the day.
Best Practices
Work "left to right", this means you start at Import Conflicts and end on Delivery Optimizer to get products on the invoices before they get loaded on the trucks. Please review Import conflicts, Out of Stock, Oversold Products, and Close dated products training documents.
Change the the driver for the day but don't change who the driver is for that route, use the Mapped Routing option from Delivery Optimizer. Make sure it says “Save Changes to Current Load Sheet Only”, not “Save Changes to Load Sheet and Route”.
Once the load sheet is palletized you can use the Vehicle Planner to map out how the items will be loaded onto the vehicle, or if the bays are set up correctly.