Manage an item database

By using the item database, you can enter the items that your company offers and that your drivers deliver during their routes. To create a new item, you need to enter the reference, the name and the corresponding price.

Once your items have been created, you can determine the quantities to be delivered for each new delivery you plan.

During the delivery process, your drivers can indicate whether items have been delivered in conformity, delivered with anomalies or not delivered. You can also ask your drivers to fill in additional fields depending on the status of the item indicated.

👆 To set up your item database, follow these steps:

• 1. Enable the “Item management” function.
• 2. Create new items.
• 3. Determine the quantities of items to be delivered.
• 4. Add custom fields linked to the validation of items.
• 5. Validate the delivery of items. 
• 6. View the state of an item after the validation. 

Enable the “Item management” function

1. Go to the “Settings” module.
2. Click on the “Settings” tab.
3. Click on “General settings”.
4. Enable the function “Package or item management”.
5. Select the “Item management” option.
6. Click on the “Save” button.

   

Create new items

Once the function has been activated, you can enter the different items offered by your company in the “Item database” tab.

1️⃣ Add items manually

1. Go to the “Settings” module.
2. Click on the “Item database” tab.
3. Click on the blue “+” circle in the top right-hand corner.

   

4. Enter the “Reference”.
5. Enter the “Item name”.
6. Determine the “Price”.
7. Click on the “Save” button.

   

2️⃣ Import a file with items

If you already have a file with a list of items, you can import it in Excel or CSV format. Your file must include the following three columns: Reference, Item name, Price.

1. Go to the “Settings” module.
2. Click on the “Item database” tab.
3. Click on the “Import items” button.
4. Click on the “Upload your file” button.

Determine the quantities of items to be delivered

During delivery planning, you can add items to be delivered. For each item, you can enter the quantity (number of units) to be delivered. Let's take the example of planning a delivery from “Plan” > “Schedule deliveries”:

1. Enter the name or reference of an item using the “Items” search bar.
2. Select the item from the drop-down list.
   

   

3. Enter the quantity to be delivered.
4. Complete your delivery planning.
   

   

Add custom fields linked to the validation of items

You can choose to display additional fields for your drivers to fill in when validating an item from the mobile application.

1. Click on the “Settings” module.
2. Click on the “Custom fields” tab.
3. Click on “Validation of an item”.
4. Start by creating a category that groups together several fields by clicking on “Create a category”.
5. Click on “Create a field”.
   

   

6. Enter a “Name” for this field.
7. Determine the “Field type” :
   • Text
   • Date
   • Integer number
   • Check box
   • List
   • Photo
8. Determine if the field is required or not.
9. If necessary, add a “Trigger”.
10. Click on the “Save” button.

    

Validate the delivery of items

From the AntsRoute mobile application, drivers can see at a glance the items to be delivered for each delivery. At the time of validating a delivery, your drivers must indicate whether the items have been delivered in conformity, delivered with anomalies or not delivered.

Once your drivers have started their routes from the mobile application, they need to follow these steps:

1. Display the details of a delivery.
2. Click on the button “Complete the delivery”. 
3. For each item, choose one of the following options: 
   • Item delivered in conformity – ⁣
   • Item delivered with anomaly –
   • Item not delivered – 
4. Click on the “Next step” button.
5. If you have created custom fields linked to the “Validation of an item”, you need to fill in these fields as soon as you select the state.
6. Fill in the other required fields and click on “Confirm”.
   

   

View the state of an item after validation

From the “Monitor” module of the AntsRoute interface, you can view the state of items for validated deliveries. To do this, you need to display your driver's route from the panel on the right. In the box for validated deliveries, you can see the coloured circles to the left of the item names to check their states.

If you are viewing the details of a validated delivery, you can also access an “Items” tab. From this window, you can filter the display of validated items by state. For example, you can display not delivered items at the top.