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Contents
Planning
  • planning
  • route_properties
  • distribution_parameters
  • settings

On this tab, you can configure the algorithm for creating routes on the Planning routes page. Once changed, the settings are applied only to the newly created routes. 

If the planning settings are changed at the third stage of planning, optimize the route again to apply them. 

Distribution optimization

In this section, you can specify which warehouses should be used as the initial, intermediate and final one. You can also select the service that should be used to map a route and adjust its settings.

SettingDescription
Initial warehouseThe warehouse from which the courier starts the route.
Intermediate warehouseThe warehouse the courier should visit if the Add the intermediate warehouse action is selected in the Route restrictions section.
Final warehouseThe warehouse the courier should visit to complete the route.
Routing service

The selection or deactivation of the algorithm used to map a route. The available options are Gurtam, Google, or without routing.

To access the Google routing service, the Google (custom) or Google (standard) service should be activated in the billing plan or account properties in CMS Manager. 

If routing is not used, the route is mapped in a straight line, that is, the roads are not taken into account.


Average speed (without routing)

The average speed of the courier.

Speed index inside city (for the Gurtam service)

The coefficient by which the courier's speed should be multiplied to determine the speed within the city. For example, if it is known that the speed is usually lower in the city, you can reduce the coefficient.

Speed index outside city (for the Gurtam service)

The coefficient by which the courier's speed should be multiplied to determine the speed outside the city.

Mode of transportation (for the Google service)

By car, on foot, or by bicycle.

Route parameters (for the Google service)

With traffic or without traffic.

Traffic model (for the Google service)

Balanced, optimistic, or pessimistic. These models are based on past and present traffic data from Google and influence the calculation of travel time. For example, if the driver is often late, you can select the pessimistic model; if the driver tends to arrive early,  select the optimistic one. You can adjust this setting if you select With traffic in the route parameters. 

Avoid (for the Google service)

The options after the activation of which the route is mapped avoiding toll roads, highways, or ferries, depending on your selection. This setting is available if you select By car as a mode of transportation.

Route cost calculation

Here you can configure how the route cost should be calculated.

Select the calculation method and specify the cost (without the unit of measurement) per 1 km, 1 hour, 1 order or vehicle departure. If you select several methods, the calculation results are summed up.

The value specified on the General tab of the settings is used as the unit of measurement of cost.

You can see the calculated cost at the third stage of planning in the table (the Route cost column) and in the information block.

Route properties

In this section, you can configure the automatic termination of routes and the sequence in which orders should be visited.

Automatic termination

As a result of automatic termination, routes with unfulfilled orders disappear from the Routes page and go to the history. After that, it becomes possible to execute a report on them. The estimated time of termination is shown in the information about the route.

Two options of automatic termination are available. 


OptionDescription
At certain timeThe route ends at the specified time (the Time field). If the last order is fulfilled after this time, the route ends at the same time the next day.
Last order +The route ends after the time interval specified in the Time field. This interval is counted from the estimated time of visiting the last point, taking into account the service time

Sequence of visiting orders

In this section, you can specify in what sequence the courier should visit the orders.

OptionDescription
StrictThe courier should visit the orders in the specified sequence. Otherwise, they are not considered visited, and the driver cannot confirm them.
AnyThe courier can visit the orders in any sequence. However, if the sequence is violated, the missed orders receive the Missed status until they are visited. If the initial warehouse is indicated in the Distribution parameters section, it should be visited first. Otherwise, the orders are not considered visited.

Optimization settings

The settings in this section influence the level of expenses related to the fulfilment of routes.

The application plans routes in such a way that they match the selected planning mode as much as possible. Three modes are available:

ModeDescription
Cost-effective

Fully loaded vehicles, minimum mileage, loose adherence to delivery intervals.

If the Strict delivery interval option is activated in the order parameters, the route is planned without delays, that is, all the delivery intervals are respected.

BalancedFully loaded vehicles, minimum mileage, strict adherence to delivery intervals.
FastReduction in the delivery time due to the maximum number of units.

If the Take into account the location of units option is enabled, the routes are planned taking into account the location of units at the moment of planning (if it was possible to determine their location). In addition, the created routes show the path from the unit location to the first order of the route. If the units are fulfilling other routes, then the last points of these routes are taken into account. The location of units can influence the sequence in which the orders are visited, route duration, and mileage.

Route restrictions

In this section, you can configure restrictions for routes and units which fulfil them.  If a route cannot be planned without exceeding a restriction, the action selected below is added to the planning algorithm.


RestrictionDescription
Maximum distanceThe maximum route length.
Maximum durationThe maximum route duration in minutes.
Maximum number of ordersThe maximum number of orders in a route.
Maximum idling timeThe maximum waiting time between the orders.
Carrying capacityAn option that allows taking into account the weight capacity of the unit.
Effective capacityAn option that allows taking into account the volume capacity of the unit.

You should specify the carrying and effective capacity values on the Profile tab of the unit properties in the monitoring system.

If these values are specified in the unit properties, but the corresponding options are not enabled, then the route will be planned without taking the restrictions into account, but the orders that exceed these values will be marked with the warning sign .

Below, you can select what action the system should perform if any of the restrictions is violated. Three options are available. 

Exclude orders from the route

If there are more orders than can be included in the route, the orders of a higher priority are added. The rest of the orders remain undistributed. If the priority is not specified, the orders that significantly increase the delivery cost are excluded.

Add the intermediate warehouse

If there are more orders than can be included in the route, the route is divided into parts, each of which does not violate the restrictions. The route is planned as follows.

  1. A part of the orders of a higher priority.
  2. The intermediate warehouse.
  3. The remaining part of the orders of a lower priority. 

If necessary, another visit to the warehouse is added.

Create separate routes

If there are more orders than can be included in the route, one or several routes are created taking into account the priority of the orders and their location.

If a route consists of only one order that violates the restrictions, then the route will be created, but a warning sign () will be shown next to its name.

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