|Podcast - Daily Route Planning Using Strategic Movements|
|/Content/Video/Podcast - Daily Route Planning Using Strategic Movements.jpg|
|Strategic Movements is a cloud based application for route planning that is used to assign work (service or sales orders) to resources (workers or vehicles). This application is useful for any organization that plans routes, trip or loads on a daily basis. It supports manual drag and drop assignment, master schedules (static routes) and fully dynamic routing where an artificial intelligence based process makes the assignments automatically. The dynamic routing is a business process automation tools. Not only is time saved by automating the process of making assignments, but transportation expense is reduced by creating highly efficient routes to be executed. Over the thirty plus years of experience in this marketplace, we have seen that of a savings of over 10% can be achieved at least 90% of the time. This video shows the major features of the work assignment process and shows how it can be used for manual, static and dynamic routing.|
Hello! I’m Ron Dombrowski, the president of Walzik and today I want to talk about route planning using Strategic Movements. Whether you call it route planning, trip planning or load planning, it is all about taking the work to be done and assigning it to a worker or vehicle that can do that work.
First, a word about Strategic Movements.
Strategic Movements is a cloud based service. That is, you access it through your browser. You can bring data in from any ERP or other business application and you can send planned route out to other applications, including those from most GPS tracking vendors.
It is also Software as a Service. In the past most applications like this were premise based and required a large upfront investment. Strategic Movements is available on a per truck per month basis with little or no upfront expense.
Now let’s look at the three basic ways to plan routes.
Manual – the planner assigns each service order or delivery ticket stop to a worker or vehicle.
Static – this is also called a master schedule where the routes for each day are planned in advance and only a few stops are added or removed from these routes. So we can say the planner uses prepplannd routes.
Dynamic – the stops and the workers or vehicles are sent to an artificial intelligence process where the stops are assigned in such a way as to minimize the drive time and distance, or we can say that the planner uses a tool for assignments.
Regardless of how the routes are planned, all changes made by the planner are done in the Strategic Movement Dispatch Board.
Let’s take a look at the Dispatch Board.
The Dispatch Board consists of three main parts.
The left column is the unassigned list contains stops to be assigned. We call these "jobs".
The middle column is the assigned list, broken down by route. We call these "trips".
The right column contains summary and visual information. The dashboard contains a summary line for each trip. The timeline shows a chart with blocks for drive and work time. And the map shows all the trips from a geographic perspective.
Lets’ close the dashboard and timeline.
What can you do here?
The simplest action is to drag and drop a job into a trip.
As you can see, the job has been added and a simplified line is shown. To get actual travel path, drive time and distance, click on the trip’s recompute button. Note that the drive times and distances are also updated in the trip.
Let’s take a look at another action.
Next to each job is a hamburger menu. The three lines indicate that there are more options to see if you click on it.
Let’s click on the job we just added to trip 01. The only action available is to unassign the job. Click on Unassign Job and the job is moved back to the unassigned list. And let’s recompute the trip.
Now let’s click on the hamburger menu for job 1.
For experienced planners, the Move Job to Top Right Trip is used to build trips with the fewest mouse clicks. The yellow background indicates that this a change that will have to be saved. The Change Work Time button is used to change the estimated time to be spent working on the job. The red background indicates that this is a permanent change and cannot be undone. The Find Best Trip button is used to find a place on a trip for the job that incurs the smallest additional cost.
When you click on this, you are presented with a short list of choices. In the list you will see the current time and distance of the trip, the proposed time and distance if this assignment is selected and the additional time and distance that would be incurred. The return time is also shown since you may not want to make an assignment to a trip if it means that the trip returns too late.
Let’s select the first one in the list and then click on OK. And the job is placed on the trip and the trip is recomputed.
Let’s scroll down and see where job was placed.
And let’s scroll back to the top.
You can also reorder the jobs on a trip using drag and drop. (Trip 01 E between A and B) And let’s recompute.
This does not look like an efficient route. So you can click on the optimize button and get the jobs in the best order.
Want to run it the other way? The reverse button reverses the order of the jobs and recomputes.
Since there are usually more trips in the middle column than can easily be seen, there are several blue buttons above each trip.
Click on triangle button to show or hide the trip and job data.
Too much clutter on the map? Click the eye button to hide or show the travel path and jobs on the map.
Want to move a trip out of the way? The up and down arrows move the trip up or down in the list.
You can also move a trip to the bottom or top of the list using the chevron button.
And if you want to start over on the assignments for a single trip, click on the X button to move all the jobs to the unassigned list.
You can also select jobs from the map by double clicking on them. They are placed in a list above the map, which can be dragged to a trip and dropped there.
Click on the recompute button to see the results.
Also on the map, you can click on the pencil icon and draw a box around one or more jobs to select them.
When you close the box, they appear above the map.
Then they can be dragged and dropped as we have just seen. And let’s click on the recompute button.
As you can see, there are only few simple gestures that are used to make changes in trip assignments.
Let’s undo the changes so far and close the Dispatch Board.
Back in the All Plans screen, we can take a look at the three ways to plan daily routes.
The Manual plan is typical for manual route planning.
Click on the Dispatch Board link and see all the jobs in the unassigned column.
You can make assignments by drag and drop, or select a few stops on the map and then drop them on a trip.
Let’s drag and drop a few jobs.
The we can undo and close to go back to list of plans.
Static routes are created from a master schedule of template plans. As you can see, we have a template plan for each day of the week: Monday, Tuesday, Wednesday, Thursday, and Friday.
Let’s look at the Wednesday plan. Here are four trips with assigned jobs, When we create a new plan for some specific Wednesday, all these trips and jobs will be copied.
Let’s click Close and go back to the list of plans.
Here we will create a new plan.
On this plan, we will give it a name, and a date, and select the Wednesday template plan. Then we will create the new plan.
At this point, we can add additional jobs using either the Job Edit or Job Upload from the Jobs link.
Now we have a new plan for Wednesday, June 10 and we can see it on the Dispatch Board.
As you can see, it is identical to the template plan in the master schedule.
Let’s close this and go back to the plans list to take a look at the Dynamic plan.
For this plan, the jobs were entered through an upload process and were assigned to trips using the artificial intelligence assignment process.
Unlike the manual route plan or the one created from the master schedule, the jobs are assigned with minimal work by the planner.
You can also mix and match these plan building techniques. You can put empty or partially filled trips into the static plan and do a manual assignment for the rest, or you can create static routes for some trips and use dynamic routing for other trips in the same plan.
So let’s review.
The Dispatch Board is used by the planner to make and review work assignments. Here you can do these things for a job:
On the Dispatch Board:
Finally, there are three major ways to organize your work:
Manual plans where the route planner assigns jobs to trips.
Static plan that implements a master schedule that is copied to a plan to be executed each day, using the Dispatch Board to make changes.
And, dynamic plans where the assignment process is done automatically, also using the Dispatch Board to make changes.
But Wait! There’s More!
Strategic Movements has other features that have not been covered here. Take a look at our web page, videos, and blog articles for more information on:
So whether you call it route planning, trip planning or load planning, and regardless of the method use, you can get your work done efficiently and effectively using Strategic Movements and the Dispatch Board.
I’m Ron Dombrowski and you can reach me through our website, www.strategicmovements.com or by email at email@example.com.
Thanks for watching.
Hope to see you again soon.
|Welcome to Strategic Movements|
|/Content/Video/Welcome To Strategic Movements.jpg|
|A quick look at Strategic Movements. See how you can use it to minimize last mile transportation costs for service and product delivery organizations.|
Hi. I’m Donna.
I know that you are busy so I want to take only a minute of your time to tell you about Strategic Movements.
It’s a web application you can use to effectively schedule service technicians or product deliveries.
In the supply chain or logistics world, it is called the last mile.
Let’s take a simple example.
Let’s say you have a furniture store and have fifty deliveries to make with a few of them also needing the pickup of the furniture being replaced, and you have seven trucks to do this.
How are you going to do this today?
Are you still sorting delivery tickets by hand on a table?
Do you use a whiteboard?
Do you have a paper map on the wall?
Are you sure that everything will fit on the truck?
Could you use one less truck if you knew that everything would still fit?
How much time would you save by being able to load a file from your sales order system, clicking on a few buttons, and getting that work assigned in just a few minutes?
But that’s only half of it.
The computer can find better routes with less driving time and fewer miles than you can get if you route by hand.
The team behind this product has been doing applications like this for over thirty years and has found that you can save at least ten percent on transportation costs over ninety percent of the time.
So if your business has service technicians or has product that needs delivery or pickup, check out our web page at strategicmovements.com.
Thanks for watching. Hope to see you again soon.
|Using GP Transfer|
|/Content/Video/Using GP Transfer.jpg|
|See how to use GP transfer, the Walzik function used to send sales transaction data from Dynamics GP to Strategic Movements for route planning and dispatching.|
Hi! I’m Donna and today I will be telling you about using GP Transfer.
GP Transfer allows you to send sales transaction data from Microsoft Dynamics GP to Strategic Movements.
You select a sales transaction, print using the GP Transfer report, and send the transaction to Strategic Movements.
To use this product, you must first install the Walzik Upload Robot and the GP Transfer report on the machine where you are running Dynamics GP.
If you have not done the installation, you can watch the videos and complete the installation.
In Dynamics GP, open any sales transaction.
When you are ready to send the sales transaction data to Strategic Movements, click on the Available Reports button. Then click on the Walzik GP Transfer link.
Next you will see the data being sent. Click on the output selection button and select CSV.
The sales transaction will be sent to Strategic Movements.
In Strategic Movements, you will be notified that your sales transaction has been received.
If you are in the Plans screen, the number of jobs in the plan will be updated and an asterisk is displayed next to the number showing that it has changed. If you need to change the estimated work time for the Job, click on the Jobs link, select the Job, and then click on the Edit link. If the job is too large to fit on a single vehicle, it can be split using the Split link.
If you are in the Dispatch Board, the new job will appear at the top of the list of unassigned jobs and is also shown on the map. Here you can click on the hamburger menu and select either Change Work Time or Split Job to make any necessary changes.
In either case, the job created from the sales transaction is now in Strategic Movements and is ready for assignment by the route planner.
GP Transfer. An easy way to send sales transactions from Dynamics GP to Strategic Movements for route planning and scheduling.
Thanks for watching. Hope to see you again soon.
|See how the Daily Process is used to automate the building of the last mile of the supply chain. From a spreadsheet with daily work data to work assignment in just a few minutes.|
Hi! I’m Donna and I am here today to tell you about the Daily Process for Strategic Movements Single Day Plans.
The Daily Process is designed to simplify the work that needs to be done every day to produce an efficient work plan for your drivers.
The process consists of three steps:
What do you need?
Just a spreadsheet file with the work the needs to be done.
OK. Let’s get started.
On the Home screen, click on the Start Daily Process button.
This takes you to the Create Plan screen. Normally, you can click the Create Plan button right away, but you can also make changes here.
The parameters that you can set here are covered in another video.
Let’s just click the Create Plan button to create the plan.
This takes you to the Upload Jobs and Locations Screen.
This screen shows which columns of the spreadsheet file contain which data elements.
Let’s select the spreadsheet file. Click on the Choose File button.
Then select the file with the work to be scheduled and click the Open button. Then click on the Upload button and wait for the file to be uploaded.
The moving bar indicates that the data is being uploaded.
When done, click on the Submit Plan button.
Again, you will see the moving bar while the assignment process is being done. There are two steps in this process. First, the building of a matrix of times and distances between the job locations; and second, the process of assigning jobs to trips.
When the assignment is done, you will see a list of actions that can be taken.
Click on the Dispatch Board link to see the results of the assignment.
Here each trip is shown with its list of jobs. Each trip is also shown in the dashboard, the timeline and on the map.
You can make changes if you need to, and then can click on the Print button to get a report on the job assignments.
Check out the Dispatch Board videos to see what you can do here.
That’s it for now. From spreadsheet to low cost plan in just a few minutes.
Come on back to learn more about what you can do with Strategic Movements.
|See how the Dispatch Board is used to assign service or delivery work to workers and vehicles.|
Hi! I’m Donna and today I am going to talk about using the Strategic Movements Dispatch Board.
The Dispatch Board is used to move jobs from one trip to another with an easy to use interface.
Let’s get started by opening the Dispatch Board.
Control actions are in the upper left corner.
Here you can turn automatic saving on and off. It’s your choice. You can either save changes immediately after they are made or only when you click on the Save button.
After taking an action that changes the solution, you can also undo changes that you have made by clicking on the Undo button.
You can undo changes all the way back to the start of the Dispatch Board session.
To print a report with the assignments of the jobs to trips, you can click on the Print button.
To unassign all jobs, click on the Unassign All button.
And when you are done with the Dispatch Board, click on the Close button.
If you forget the meaning of each color used in this screen, click on the Show Guide button for an explanation.
For now, remember this:
Now let’s see how the jobs are displayed.
In the first column is a list of unassigned jobs. The number in the list matches the number on the map.
For each job, you will also see the job code, name, location and work time.
The blue "hamburger" button contains actions that may be taken on the job. The actions shown depend on whether or not the job is assigned to a trip.
You can sort the list by the name, the city, the map sequence number or the job code. If you click a button again, the sort is reversed.
Before we look at how you move jobs around, let’s look at the trips.
The trips are shown in the second column.
If you are looking for a specific trip, you can use the collapse and expand trip buttons to find a trip more quickly.
On the top of each trip, you will see the trip code, the vehicle and worker assigned to that trip.
On the next line are blue buttons that allow you to take actions on how the trip is displayed.
The down pointing triangle is used to hide the job list. When the list is hidden, this button is replaced by a right pointing triangle which is used to show the job list.
The eye with a slash is used to hide the trip on the map. When hidden, this button is replaced by an eye without a slash which is used to show the trip on the map.
The up arrow is used to move the trip up in the list.
The down arrow is used to move the trip down in the list.
The up chevron is used to move the trip to the top of the list.
And the down chevron is used to move the trip to the bottom of the list.
When we start to move jobs around, you will find it easier to work on trips that are near the top of the list.
The next set of buttons shows possible actions for the trip. If Auto Saving is turned on, the buttons will be green indicating that changes will be automatically saved to the database; if turned off, the buttons will be shown in yellow, indicating that you must click on the Save button first.
The X button is used to unassign all jobs from the trip.
The double arrow button is used to recompute the times and distances between the jobs in the trip.
The lightning bolt button is used to place the jobs in the least cost travel order.
And the crossing arrow button is used to reverse the travel order of the jobs.
If an action is not valid, like trying to reverse a trip with only one job, the button will be disabled and you will not be allowed to perform that action.
Now let’s look at the assignment process.
To move a job from the assigned list to a trip or from one trip to another, click down on the job, drag it to the desired trip and drop it.
The map is shown with a straight line between the jobs to indicate that the route to and from the added job is not yet known, and the timeline is marked as needing a recompute.
Click on the recompute button to get the correct times, distances and travel path. The timeline will be updated as well.
Let’s move stops around.
Then click on the optimize button and the jobs will be put in the least cost order.
Finally click on the reverse button and see that the order of the jobs has changed.
On the right side of the screen are other ways to view the trips and jobs.
The Dashboard on the top of the list shows a summary for each trip with the number of jobs, and other trip statistics.
The Timeline shows a chart indicating how much time is spent driving and working. The color and letter on the work blocks match the color and letter of the icons on the map.
The Map shows each of the trips with the line indicating the proposed travel path, with the letters on each job matching the letters in the trip list.
You can position the map by zooming out and in using the minus and plus buttons and can move the map around by clicking on it and dragging. You can also change the type of map by clicking on the Road button.
The Map can be used to make assignments.
Double click on one or more map icons to place them in a list above the map. Then drag the hand to a trip and drop to make the assignment.
Then click on the recompute button to get the actual travel path.
You can also select jobs on the map by clicking on the pencil button.
Click on the map and select an area by clicking on the corners. Then double click to close the selection area. The jobs selected will appear above the map.
You can clear the selection by clicking on the eraser button.
You can also select jobs by name or city.
The selected jobs are highlighted in green in the unassigned jobs and trip lists.
Click on the Select button to add them to the list above the map.
To remove one job from the list, double click on it.
To remove all jobs from the list, click on the Clear button.
And, finally, click on the Recenter Map to see all the trips on the map.
As you can see, the Dispatch Board is a powerful tool for managing your work.
Thanks for watching and hope to see you again soon.
|Walzik Upload Robot|
|/Content/Video/Walzik Upload Robot.jpg|
|A guide to downloading, installing, and configuring the upload robot. See how easy it is to implement robotic processing automation for your load planning, scheduling and dispatching needs.|
Hi! I’m Donna and I am here today to show you how to install and configure the Walzik Upload Robot.
The Walzik Upload Robot is a Robotic Processing Automation Tool. It is used to take the sales order or shipment data from your business application and send it to Strategic Movements for further processing.
Let’s get started.
From the main Strategic Movements Upload Robot page, click on the link to the robot download page.
For those more comfortable with written instructions, this page tells how to download, install and configure the robot. Or you can follow this video.
Click on the Download Robot button. The installation file will be downloaded to your computer.
Click on the button in the tray in the bottom of your browser window. The Walzik Upload Robot Setup program will start.
First, read the license agreement, check the box agreeing to the terms, and click on the Install button.
When the installation is complete, click on the Finish button. The Walzik Upload Robot Configuration Utility will start.
Here, there are several fields that need to be entered.
Finally, click on the OK button.
The Upload Robot is now ready to use.
What is expected in the files to be uploaded? Check out the online documentation and videos on configuring uploads for complete details.
The Walzik Upload Robot makes it easy to take your sales order or shipment data and send it to Strategic Movements where they may be assigned by your load planner or be assigned to vehicles or drivers using the Walzik Artificial Intelligence assignment process.
Thanks for watching. Hope to see you again soon.
|Quick Tip - Splitting Jobs|
|/Content/Video/Quick Tip - Splitting Jobs.jpg|
|Sometimes a Job is too large to fit into a single Trip. Cube or weight limits may be exceeded or the work time at the customer's location is more than allowed for any one Trip. Here you can learn how to split a Job into multiple parts.|
Hi! I’m Donna and today I have a quick tip on splitting jobs.
Sometimes a job will be entered into Strategic Movements that cannot be assigned to a single vehicle. Since route planning is all about making sure everything fits, sometimes it is necessary to split a job.
Maybe a limit like cube or weight will be exceeded or maybe more than one type of product will need to be delivered and it will take two different types of delivery vehicles to do this.
There are two ways to split jobs.
First, let’s take a look at splitting a job from the Plans screen before it’s placed on the Dispatch Board.
Within a plan you can select a job and then click on the Split link.
Here you will see the job as it was entered with the cube and weight values, work time, and any user data.
Enter the amount or value to be retained on the original job in the Retain column and the amount or value to be placed into the new job in the Split column.
Then click the Save button and you will see a new job in the list.
If the job is shown on the Dispatch Board during route planning, the second way of splitting is used.
Click on the hamburger menu icon for the job and select Split Job.
Here you can also allocate cube and weight values, change the work time, or change any user data fields.
Click the OK button to split the job and the newly created job will appear at the top of the unassigned jobs list.
The only thing to remember is that a job must be unassigned to split. If a job is assigned to a trip, unassign it first, and then split.
Large job? No problem.
Thanks for watching. Hope to see you again soon.
|Creating a Single Date Template Plan|
|/Content/Video/Creating a Single Date Template Plan.jpg|
|See how to create a template for single date plans. Templates are used to ensure that the same set of workers or vehicles are assigned to drops on a regular basis.|
Hi! I’m Donna and today I am going to talk about creating a Single Date Template Plan.
First, what is a single date plan? It’s the work to be done and resources allocated to do that work on a single date.
The plan consists of a list of trips; that is, the workers or vehicles assigned to do work, and a list of jobs, each specifying some work that needs to be done.
A template plan is a plan that contains a few plan parameters and the list of trips that will be used on some regular basis.
Since most organizations have the same workers and vehicles every day, but the work to be done varies, template plans are an effective way to create new daily plans.
Let’s get started.
From the main screen, click on the "Plans" menu item.
Here you can create the template plan by clicking on the "Create New" link.
First, you give the template plan a name, something like "Daily" or "Friday" to help you remember when it is used.
Then click on the "Single Date Template" button.
If desired, you can change other parameters here, but the simplest case is to click the "Create Plan" button now.
The template plan is created and added to the list.
Then click on the "Trips" link to add trips to the plan. Here we are going to create trips by clicking on the "Create Multiple" link and then specifying how many trips we need.
After the trips have been created, worker and vehicles may be assigned to each trip, or any other trip parameter can be changed.
How do you use the template plan?
The template plan named "Daily" is used with the Daily Process.
Here you can create a plan, upload jobs, and then submit the plan for work assignment with just a few clicks. Watch the "Daily Process" video for full details.
You can use the template plan when creating plans from the "Plans" screen.
Or, you can use a template plan with the Process Automation Interface to allow another application to start the process of planning work. The "Process Automation – Create Daily Plan" video covers this in detail.
Template plans make creating daily plans easier.
Thanks for watching. Hope to see you again soon.
|See how to configure vehicles to ensure that work gets assigned to a vehicle with the right capacity and attributes.|
Hi! I'm Donna and today I want to show you how to setup vehicles in Strategic Movements.
Vehicles are used to carry either people or goods, or both, to a place where work is to be done.
By using vehicles, you can ensure that work to be done is assigned to a vehicle that has the capacity or attributes that can do that work.
This is an optional feature that may be included in your Strategic Movements agreement.
Let's get started.
Vehicles are maintained by clicking on "Resources" in the main menu and then selecting "Vehicles".
If vehicles have been created, you will see a list of vehicles here.
To add a new vehicle, click on the "Create New" link.
On this screen, you enter the vehicle code, or identification, and other information about the vehicle.
Let's create a vehicle.
Then click on the "Create Vehicle" button.
As you can see, the vehicle is added to the list.
To change the information about a vehicle, click on that vehicle's "Edit" link.
Here you can change any of the vehicle's information.
Then click on the "Save Vehicle" button.
To see all the information about a vehicle, click on the vehicle's "Details" link.
From here, you can edit the vehicle by clicking the "Edit Vehicle" button, or can return to the list by clicking on the "Back to List" link.
You can remove a vehicle by clicking on the "Inactivate" or "Delete" link.
If a vehicle is assigned to a Trip, you can inactivate that vehicle so that the vehicle is not available for future assignments.
If the vehicle has not been assigned to any trips, you can delete it.
The difference between delete and inactivate is that if you create a new vehicle with the same vehicle code as an inactive vehicle, the old vehicle is reactivated and will be available for assignments.
Let's click on the "Delete" link.
You will be asked to confirm the deletion.
Click on the "Delete Vehicle" button to remove the vehicle.
And the vehicle is removed from the list.
Once vehicles are created, they can be assigned to trips. This is covered in the "Using Vehicles" video, so check it out for more information.
Thanks for watching. Hope to see you again soon.
|In this introduction to the Strategic Movements Process Automation Interface, see how process automation can be used to link an existing business application to Strategic Movements.|
Hi! I’m Donna and today I am going to talk about the Strategic Movements Process Automation Interface.
What is Process Automation?
Process Automation is a technology where software is used to automate a process usually done by a person.
An example of Process Automation would be going from order entry to a shipping order and then sending that order to another application to assign that work to a vehicle or worker in a cost effective manner. And doing it without switching applications.
Process Automation requires some development effort to extract work data from a business application, to put it into a format to be sent to another application and then to pass that data to that application.
Depending on the business application, this may require anything from simple scripting to software development. It all depends on the business application.
What can you do with the Strategic Movements Process Automation Interface?
First, you can create a daily plan and send the work to Strategic Movements where it can be viewed by a route planner, who can then perform work assignments.
Second, you can add work to an existing plan. This is very useful if you have an existing plan, or plans, where work is added during the day.
Third, you can cause a plan to be submitted for automatic work assignment using the Strategic Movements Artificial Intelligence assignment process.
And fourth, if you want to upload customer data before uploading work to be done, you can upload one or more customer records at one time.
In all of these cases, you still maintain all of your business data in your existing business application, but can take advantage of a sophisticated work assignment process without adding extra steps to your existing business process.
Please watch the videos on the specific tasks you can perform through the Process Automation Interface.
What would you like to have in your application?
Reduction in route planning time?
Cost effective routes?
Both with only a click of a button?
Then talk to Strategic Movements and see how easy this can be.
Thanks for watching. Hope to see you again soon.
|Dispatching with Reloads|
|/Content/Video/Dispatching with Reloads.jpg|
|See how to dispatch work that contains both customer work and reloads.|
Hi! I’m Donna and I am here today to give you an introduction to Strategic Movements dispatching with reloads.
Dispatching is the process where work to be done at a client or customer location is assigned to a daily trip for a worker or vehicle.
Before we start, let’s go over the terminology used in Strategic Movements.
A location is a place with an address.
There are two types of locations:
First, places where work is done for customers.
And second, places where trip start and end, or a vehicle may be refilled. These are sometimes called depots, garages or yards, but we always call them terminals.
A plan is all work to be done for a given date or range of dates and all the available resources to do the work.
A job is work to be done at a location.
There are two types of jobs:
First, a visit to a client or customer location where a service is rendered or a product is delivered or picked up.
And second, a visit to a company owned location where a vehicle may be refilled. The most common use for this is to reload a truck with bulk materials, like rock, mulch, oil or propane.
Each job may have up to two product quantities, usually measured as weight and cube, but could be other measurements like pallets or gallons.
Jobs also may have time windows, the only times of the day when the location may be visited.
A trip is a list of jobs that starts at a specific terminal location and ends at either a customer location or a specific terminal location.
With that said, let’s look at the process.
The first step is to create a plan. This is where we specify a date and the trips to be run on that date.
From the main screen, click on the Plans link, and then the Create New link.
Here we enter a plan name and the date.
Template plans are created in advance to specify a list of trips. Since most organizations run the same set of trips on a regular basis, this eliminates the need to enter the details for each trip every day.
For plans with reloads, the list of terminal locations is shown. Check the locations where the vehicle may be reloaded.
Then click on the Create Plan button.
Before we upload jobs, let’s look at the trips we will be using.
Click on the Trips link to see the trips.
As you can see the trips are configured to start and end at various terminal locations, have a worker and vehicle assigned, and have weight and cube limits.
Click on the Back to List link to get back to our plan.
Now click on the Jobs link to enter the jobs for the day.
Although you can enter the jobs one at a time, you can also load them in with a file produced by another application.
The file can be in any of the most popular formats: CSV, XLS, JSON and XML.
Here is the CSV file that we will be using today.
Click on the Upload Jobs and Locations link.
Then click on the Choose File button and select the file to be uploaded. And, finally, click on the Upload button.
A moving bar will be shown while the file is being uploaded.
When the upload is complete, click on the Build Matrix link to start the process of determining the time and distance between each pair of locations.
Here a moving bar will also be shown while this is taking place.
Once we have the jobs with the work to be done and the trips with the resources to do that work, we can start the dispatching process.
Click on the Dispatch Board link.
Let’s zoom in to see where the work needs to be done.
The jobs to be dispatched are shown in dark pink with numbers on the map that match the numbers on the unassigned list.
The reload points are shown in dark green with letter R and are also shown in the Reloads list.
Let’s assign jobs 10, 1 and 23. Double click on each of these on the map and they will appear above the map.
Drag the hand to the first trip and drop. The three jobs will be assigned. Note that the times and distances have not been recomputed so a straight line is shown on the map.
Click on the Recompute button and the travel path is shown on the map and the timeline shows the driving and work times.
Let’s add a few more stops in a different way.
Drag job 3 from the list and drop it on the first trip.
Then do the same for jobs 19, 26 and 31.
And then click on the recompute button.
The maximum weight for this trip is 20,000 pounds but you may exceed this when dispatching.
The travel path for this trip looks less than optimal.
Click on the optimize button and get a more efficient trip.
To get the trip down below the weight limit, we can add a reload before the last stop.
The click on the recompute button.
You can have trips start at different terminal locations.
Let’s add jobs 4, 7 and 9 to a trip starting and ending at the north depot.
Let’s recompute and zoom in.
Multiple depot? No problem?
Need to reload during the day? No problem?
Strategic Movements is an easy to use dispatching application can be used by organizations in many marketplaces. Here are just a few of them.
Gas cylinder delivery.
And for any organization that needs to move products or deliver services.
Please watch our other videos.
The Daily Process video shows how to get from creating a plan to using the Dispatch Board using the automated scheduling tool with just a few clicks.
The Dispatch Board video takes a deeper dive into the dispatching tools you have seen here.
That’s it for now.
Thanks for watching and hope to see you again soon.