Import already established routes to re-optimise them

You can import already established routes to re-optimise them or to schedule them on another date. Just follow the steps below:

Activate the import of routes

1. Go to the 'Settings' module.
2. Click on the tab 'Settings'.
3. Click on 'General settings'.
4. Enable the option 'Activate the import of routes'.
5. Click on the button 'Save'.

   

Import routes

1. Go to the 'Schedule' module.
2. Click on the tab 'Import routes'.
3. Select the date on which the routes must be imported.
4. Click on the button 'Download a template' to get a template file.
5. Make sure that the mandatory fields are filled in your file before importing it by clicking on the 'Import your routes'.

   

• Last name of the customer or possibly the name of the company ; (REQUIRED)
• Address (for example: Waterloo Station, London, United-Kingdom) ; (REQUIRED)
• Duration in minutes (for example: 120) ; (REQUIRED)
• Registration number of the vehicle that has been added in 'Resources' > 'Vehicles'. (REQUIRED)
• External customer identifier, i.e. the unique identifier assigned to a customer when created. (for example: 87658) ;
• First name or the name of your contact when the customer is a company ;
• Phone in international format (for example: +447600123456) ;
• Email (for example: john@email.com) ;
• Postal code (for exemple: SW1A 0AA) ;
• City (for example: London) ;
• Latitude (for example: 48.731612) ;
• Longitude (for example: 5.978622) ;
• Comments (for example: request the key from the caretaker) ;
• Time slot which corresponds to one of the slots defined in 'Settings' > 'Time slots'. The format must be HH:MM-HH:MM. (for example: 08:00-10:00) ;
• Comp_XXX with XXX corresponding to one of the skills defined in 'Settings' > 'Skills'. Just indicate whether the constraint applies by YES or NO. (for example: YES) ;
• Cap_XXX with XXX corresponding to one of the capacities defined in 'Settings' > 'Capacities'. Just indicate the quantity to be transported. This number is an integer. (for example: 18)