Preparation for Work
Before starting to work with Logistics, it is recommended to follow the steps below.
- In Wialon, activate the Orders service.
You can limit the number of created orders. To do this, specify a value in the Limit and cost column in the properties of the account or billing plan.
- Create a unit, if there is not any. Fill in the Carrying capacity and Effective capacity fields in its properties.
- Create a driver. Fill in the Phone number and the Mobile key fields.
- Assign the driver to the unit.
- Configure access rights and enable the required options in the CMS (see the section below).
- In the Logistics application, open the settings and select the resource to which the driver created in Wialon belongs.
In order for the application mobile and web versions to work correctly, the warehouses, orders, routes, drivers, and geofences should belong to the same resource.
Measurement system
The application uses the measurement system specified in the user settings in Wialon.
Address format
In the Address line of orders and warehouses, the components (for example, street, house, city, country) are arranged in the sequence specified on the Maps tab of the user settings in Wialon.
Access rights
Below are the rights required to work with the application.
| Type | Right | Function in the application |
|---|---|---|
| Rights to the resource | View orders | Viewing orders |
| Create, edit, and delete orders | Creating, editing and deleting orders | |
Edit not mentioned properties View detailed item properties | Creating, editing and deleting custom fields in orders Creating, editing and deleting delivery requirements Viewing and attaching geofences, planning by geofences | |
| View geofences | Viewing and attaching geofences, planning by geofences | |
| Create, edit, and delete drivers | Receiving push notifications by the driver | |
| Rights to units | View object and its basic properties Request reports and messages Use unit in jobs, notifications, routes, retranslators | Displaying units on the map and in lists |
| Request reports and messages | Displaying tracks and executing reports | |
| Use unit in jobs, notifications, routes, retranslators | Displaying units in the list when orders are distributed and units are replaced on the route | |
| Rename object | Renaming units | |
View custom fields Manage custom fields | Editing unit properties |
If the user does not have the Request reports or messages or Use unit in jobs, notifications, routes, retranslators rights, the units become unavailable for use in the application.
Options in CMS
In order for the application to work correctly, the following options must be activated in the user properties in CMS:
- Can create objects — to create orders (if the option is not enabled, the New order and the Import orders tabs are inactive);
- Can send SMS — to edit the phone number in orders and select the phone number in the settings and orders (if the option is not enabled, the field for entering an SMS message text is inactive);
- Can change settings — to edit the settings.
To send SMS notifications, the SMS messages service should also be activated in the account or billing plan properties in Wialon.