Minimum Version Required: 22.11
Pre-Conditions
The following workflow assumes you already have 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. Use the filter options to search for a route to generate a plan from
4. Click Show to see Routes that match the filter criteria
5. Use the checkboxes to the left of each route record to select the plan(s) you want to generate
6. Click the Generate or Generate Plans button
7. The selected routes have Plans generated. Plans are displayed in the Plans table as well as Plan Optimizer after filtering is applied
How to create and edit a Plan
1. Using Universal search, navigate to the Plans table
2. Click the Add Plans button
3. Enter values to the User and Date fields (required)
4. Fill out optional fields as needed and click the Add Record button
5. Select the ✎ icon next to each plan record to edit Plan details
6. Click Save Changes
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
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