About This Walkthrough

This walkthrough will take you through the following scenarios:

• Creating a vehicle
• Creating a driver
• Creating a route
• Assigning a site to a route
• Assigning items to a sites route
• Create the manifest
• View the manifest

Roles

• Operations Manager (Nigel)
• Operations (Sally)

Story

Nigel, the operations manager, has received a notification that a new driver and vehicle is being purchased, these should be setup and a our new customer 'The Swan Pub' assigned to this new route. As Nigel is in the role of Operations Manager he has permission to create the Vehicle, Driver and the route. Sally, from Operations, has been tasked with creating and checking the manifest.

 

Creating a driver

Every route needs a vehicle assigned to it and a vehicle requires a default driver.

1. From the home page, choose Deliveries and then Scheduling from the dropdown
2. Click on the Drivers tab
3. Choose New
4. Enter the drivers name, choose Save
5. Your new driver is displayed in the grid window

Creating a vehicle

Now you have created a driver record you need to give that driver a vehicle. You do this by creating a vehicle and setting the driver of that vehicle to be our new driver record.

1. Select the Vehicles tab
2. Choose New
3. Enter the vehicle Registration, from the Default Driver dropdown pick the driver you created above
4. For Vehicle Type pick 'Van' from the dropdown
5. Choose Save
6. Your new vehicle and driver are displayed in the grid window

Creating the route

A route needs a vehicle assigned to it, below we will create a route and assign our new vehicle to it.

1. Select the Routes tab
2. Choose New
3. Enter a Route, this would normally be the route number for this example enter '99'
4. Leave the Type as 'Delivery'
5. Expand the Vehicle dropdown, and pick the vehicle you created earlier
6. Choose Save, it will take a few moments to save as the system is processing some extra data in the background
7. Your new route, with the correct vehicle and driver are displayed in the grid window

Assigning a site to the new route

Now you created a driver, vehicle and route we can assign a site to that route. We will use the customer created in earlier walkthrough's as an example. See Creating Your First Customer And Agreement

1. From the home page, choose Sales and the Customers button
2. Choose the Site Delivery tab
3. In the search window enter the reference 'TSP001' and press return  
4. The site details for 'The Swan Pub' are displayed
5. Ensure the Routes tab is selected, and choose Create Route
6. From the Route dropdown pick the route '99' we created earlier
7. Select 'Monday' for Day
8. Select 'ABCD' for the Period
9. Finally for Time enter '1000'
10. Choose Save, the newly assigned route is displayed and selected

Assigning items to the new route

Now we have our site assigned to the new route we just need to assign what items we would like delivered on this route.

1. Ensure our route '99' is still selected in the Routes Tab
2. In the Unallocated grid check the entrance mat and choose Allocate
3. The entrance mat is now displayed in the Allocated grid
4. The Routes grid now shows an Allocated Qty of 1
   

Everything has now been setup ready for the manifest creation.

Create the manifest

Sally, from operations, will create the manifest just for route '99'. And the view the manifest on screen to ensure all details are correct.

1. From the home page, choose Deliveries
2. Select the Manifest (Routes) tab
3. Choose Create Manifest
4. Pick a Monday that is past the start date of the agreement created earlier. In our example we choose '14/10/2021' the following Monday would be '18/10/2021' . This is because you cannot create the manifest before any agreements start date
5. Choose Create, the manifest will be created and displayed after a short period of time

View the manifest

1. In the search window select the Date from step 4 above
2. Also in the search window expand the Route dropdown and choose '99'
3. Choose Search 
4. Choose View from the grids toolbar
5. Choose Manifest, and then All
6. The manifest for the '18/10/2021' and route '99' is shown

Next Steps