Contents
Introduction
Logistics is a multifunctional program created to implement control over all the working stages of a courier delivery service.
Logistics consists of two applications: web and mobile one. Web application is intended to be used by an operator. The web part is developed to manage working processes such as orders creation and distribution between units, routes planning and optimization, as well as monitoring and coordination of orders delivery. Mobile application is intended to be used by couriers. It is available on both smartphones and tablets (Android, iOS). The mobile part is developed to inform a courier on job details: orders attached, their sequence, and optimized delivery routes. Moreover, using the mobile application a courier notifies an operator on a progress of orders delivery (confirmation/rejection), leaves comments regarding it, attaches photos, and uses chat to communicate with an operator.
Preparation for Work
Required Services
The application requires the Orders service to be activated.
For the data to be correctly passed from the web application to mobile one, it is necessary to create drivers, warehouses, and orders in the same resource. To do so, create a driver in the monitoring system and in the web application's settings on General tab choose a resource of the driver created.
Measurement System
The measurement system applied depends on the user settings.
History Period
The history period in Logistics depends on the one specified in the billing plan or account settings in Wialon.
Configuring Logistics in Wialon Local
If you want Logistics to work in Wialon Local, you need the following:
The screen package for Debian
It is installed using the apt-get install screen command.
Separate DNS
Create a separate DNS and route it to the external IP of the server. Indicate this DNS with the type Logistics in the site settings in the administration system.
The configuration of Logistics in CMS is the same as for other apps. In the URL field you need to indicate the created DNS.
Access Rights
To work with orders, it is necessary to possess the following access rights to the resource:
- View orders — to view the orders;
- View geofences — to view the geofences;
- Create, edit, and delete orders — to create, edit and delete the orders;
- Create, edit, and delete drivers — to allow the driver receive notifications.
To work with orders, you must have the following rights to the units
- View item and its basic properties — to display the unit on the map and in the lists;
- Query reports or messages — to display tracks and query reports;
- Use unit in jobs, notifications, routes, retranslators — to display the unit in the list when you distribute orders and change units on the route.
Attention! If one of the last two access rights is missing, the unit becomes unavailable for use in the application.
For the correct operation of the application, the following options must be activated in the user properties:
- Can create items — to create orders (the New order and Import orders tabs are inactive);
- Can send SMS — to edit the phone number in orders and choose the phone in the settings and orders. Moreover, if this right is not available, the field for SMS text entry is inactive;
- Can change settings — to edit the settings.
Web Interface
Interface of the web application is divided into 2 panels: navigation menu (on the left) and working area (on the right).
In the working area of the main page there is the Dashboard, which presents summary information and helps to quickly jump to the required tab. Dashboard consists of four sections: Orders, Routes, Reports and Chat.
Orders
To create an order, select New Order in the Planning section in the navigation panel.
New order window consists of 5 blocks: order parameters, map, custom fields, client contact details and files attaching.
Type — 2 types of orders (single and permanent) are supported in the system. A single type order is intended for a single use. Its delivery interval contains both date and time. Orders of such a type are moved to history after execution. A permanent type order is intended for a multiple use. Delivery interval of such an order contains no particular date, but time (hours:minutes). Permanent orders are not moved to history after execution.
The address indicated in the order parameters is shown on the map by a marker. If necessary, a delivery destination address can be adjusted by dragging the marker to a corresponding point on the map. Moreover, a necessary destination address can be added directly from the map. To do so, click a corresponding destination point on the map.
In this block, you can add, edit and delete custom fields. Their content is displayed in the same-name column of the table on the Planning page and in the report with detalization.
You can also indicate the values of the custom fields created on the same-name tab of the settings. You cannot edit the names of such fields. If you want to delete them, go to the settings.
Adding
To add a custom field, indicate its name and value and click 
. You can add several custom fields.
Editing
You can edit only the value of a custom field, but not its name. To do this, enter a new text in the field.
Deleting
To delete an added custom field, point to the line with the field and click on the icon 
.
Contact details include client name, phone number and e-mail. A phone number and an e-mail indicated by a flag are used to inform a client on a courier's arrival. Contact details are available to an operator on the stages of planning and delivery. Also, contact details are displayed for a courier in the mobile application.
An order can be attached with a file (for example, a bill or consignment document). The file attached can be viewed by a courier in the mobile application. To attach a file, click the corresponding button.
Click Save upon the form's completion. Saved order is moved to the Planning section.
Import Orders
Along with the manual creation of orders, the possibility of importing orders is supported as well. Import is performed using either CSV files in UTF-8 coding or XLSX files. These types of file may contain several orders simultaneously. For an optimal system performance the amount of orders in a file should not exceed 1000. If any orders have not been imported, a corresponding notification appears.
To import orders, choose Planning section in the left panel and click Import Orders item below. Afterwards, the importing dialog appears in the right panel. This dialog provides the possibility to attach a file containing orders and create a template which can be used for this file as a header in the table of orders. For an imported file to be correctly recognized by the system, its template should possess the same sequence of parameters as an attached file. The maximum number of columns is 19. Though template creation and usage is a helpful feature, it is considered to be optional at this stage. After attaching a file, click Import.
The file must contain columns with the following information:
The Address column can also contain coordinates in the 'latitude, longitude' format (for example, 53.905735, 27.456773). If one or several columns are missing, the Save button will be inactive and the system will issue a corresponding warning.
All the orders a file contains are placed in the table of orders.
A file may also contain names for orders' columns. In this case the names appear in the first line of the table. To avoid errors, it is necessary to hide this line (indicate the corresponding flag in the bottom of the table).
If a proper template hasn't been created in the importing dialog, then it is necessary to indicate a name for each column in the header of the table (choose from dropdown lists). Sequence of names indicated in the header can be saved as a template for the further usage in the importing dialog. To do so, click the corresponding button in the bottom of the table (left corner).
If the sequence of columns, their number or names in the imported file differ from the parameters set in the header, then it is necessary to edit the header of the table correspondingly.
If the table contains orders with incorrect data, their rows are coloured red and placed at the beginning of the table after you select the Address column.
In case the column with the date is missing from the imported file, when you select the name of the empty column as Time from and Time to, the time specified in the General tab of the general settings will be automatically set, as well as for single orders the date will be set as tomorrow.
If the Not to confirm orders outside the radius option is activated in the Order parameters block on the General tab of the settings, it will also be activated for all the imported orders.
To edit any field of the table, click it and make necessary changes. These changes can be saved or canceled using either a keyboard (Enter, Esc) or the corresponding buttons in the bottom of the table (right corner). Moreover, changes are saved automatically upon switching to another field.
A multiple editing feature is also supported in the table of orders. To use multiple editing, indicate flags in the lines where similar information should be provided. Afterwards, edit any field of the table. As a result, identical changes are applied to the corresponding fields of the chosen lines.
If a mistake is made upon editing the table, move a step back by clicking Undo in the bottom of the table (left corner). Up to 5 steps are saved in the system.
Buttons in the bottom of the table (from left to right):
Add new column — to add new column to the table (the maximum number of columns is 19).
The date and time format and the separator for the imported files are indicated in the Settings section. In order import to be implemented correctly, the date and time format should be the same in the imported file, the application settings and the user settings in the monitoring system. The separator used in the file and in the application's settings should coincide as well. In the import window to the left of the Cancel button there is information about the date and time format specified in the settings.
Integration
Logistics Services is a service intended to automate the processes of import supported in Logistics program. This service provides you with a possibility for importing multiple orders or routes from both CSV and XLSX files or via JSON.
Moreover, the service provides you with a possibility to integrate Logistics program with either third-party services or ERP systems via special API for importing orders and routes.
To use Logistics Services, view its documentation first.
Planning
Delivery planning includes several steps: choosing orders (step 1), choosing transport (step 2), and routes building (step 3). The steps on delivery planning are performed using such interface elements as table (top part of the working area), map (bottom right part), and information block (bottom left part).
Some peculiarities of a delivery planning:
If a specific vehicle type is selected in the order parameters, the units of that type are displayed in the table when selecting the unit during step 2. To see other available units, use Vehicle type filter in the left panel and check the required types from the drop-down list. Select Any to display all available units, regardless of their type.
Main actions on the delivery planning are performed in the table. Depending on the current planning step the table may contain created orders, available units (transport), and built routes. The planning step is shown in the lower left corner of the table. To move to the next step, first complete the previous one. At every step (until a route is saved) there is a possibility to go back to the previous one and make corrections.
You can select the columns which should be displayed in the table. To do this, click on the icon 
in the upper right corner. By default, columns with custom fields are not displayed in the table. The names of such columns are marked with a number sign (#).
Table supports a number of additional actions with an order:
These actions become available upon pointing the cursor on a necessary order (buttons at the end of the line).
You can select several orders in two ways: check the required boxes in the first column or left-click on the orders while holding the Ctrl key. If you need to apply changes to several orders at a time, mark them in the table and press the Edit parameters of selected orders button located in the lower part of the information block to the left of the Delete button. In the opened dialog you can modify the delivery interval (from — to), the unloading time and the orders' tags.
Information presented in the table is visualized on the map (click an element's line in order for the map to be centered on the selected element; check the box in order for the map to be scaled and centered in such a way that all the elements with the checked boxes are seen on it). Press 
to expand the map to the entire workspace. Clicking the 
button or anywhere in the inactive area of the screen restores the original size of the map.
Information on a particular element can be viewed directly from the map. To do so, summon a tooltip by clicking a necessary element. Moreover, the map can be used as a means of choosing orders. To select elements on the map, hold the Ctrl key and click on the required element. To select several elements, hold Shift and point out the area with the necessary elements on the map.
Information presented in this block can be divided into 3 categories: information on the chosen element, general information on orders, and general information on routes.
Information on a chosen element (order, unit) is shown upon clicking an element's line in the table and includes its detailed description. Order description is an information indicated upon order creation; unit description is an information indicated on Profile tab of a unit properties dialog in the monitoring system. In the bottom of the information block there are buttons for editing or deleting an order chosen in the table.
General information is shown upon checking an element's flag. On the 1st step of planning this piece of information includes such parameters as total weight, volume, cost, and number of orders; on the 2d step this piece of information is also accompanied by unit's data (total carrying and effective capacities). In the bottom of the information block there is a button for deleting all the orders indicated in the table by flags.
General information on routes is shown on the step of routes building. Information on orders and units engaged in a route is added by data on distribution optimization and route validity parameters used.
Elements shown in the table are determined by the filters applied. Filters are used to quickly find the necessary elements. They are located in the left panel. Filtration is made by the following parameters: order type (single, permanent, single and permanent), delivery interval, warehouse, and warehouse parameters — for orders (1st step), as well as the warehouse parameters and vehicle type — for units (2nd step). By default, the warehouse used as a filter is the one indicated on the corresponding settings tab as the initial warehouse, default delivery interval is Today, and default vehicle type filter is Any.
A calendar is used to select a delivery interval. At the bottom of the calendar there is a drop-down list where you can select one of the fixed time periods (Today, Tomorrow, Next week, Next month) or Custom interval which allows you to set the period yourself. For the latter, you must specify its beginning and end. If the length of the interval is one day long, double-click the required day.
The orange dots on the calendar indicate the availability of single orders on a certain day. Their number is displayed at the bottom of the calendar to the right of the drop-down list when selecting the delivery interval. Numeric indicators next to the month switches indicate the availability of single orders and their number in the previous and next months.
Note that a warehouse's filter value can be changed on the first planning step only.
Besides, the necessary elements can be found using dynamic search. The search field is located above the Orders type' filter. Search is performed by all the fields of the table.
Orders filtered by delivery interval and warehouse can be sorted by tags added upon orders creation. To do so, choose necessary key words in the tags cloud (below the filters). Moreover, orders can be sorted by warehouse tags. In this case a table presents a list of orders, tags of which match the tags of a chosen warehouse. To sort by warehouse tags, it is necessary to enable the corresponding flag (Tags) in Warehouse parameters filter.
Select the orders (step 1) and the units for their delivery (step 2) and click the Next button. On the basis of the algorithm used, a route is formed and displayed on the map. You can set the colour of the route on the General tab of the settings section.
For the optimal route building the algorithm considers such parameters as delivery interval, weight, and volume of goods in the order (if the corresponding settings are indicated), as well as warehouse working hours and unloading time (indicated on the Warehouses tab of the settings). Moreover, upon a route building the algorithm considers requirements on the minimization of distance and time for a delivery. Pay attention to the fact that the distributed order created more than 10 days ago are deleted from the system automatically.
To view the sequence of delivery points to be passed, expand a route (click on the icon 
). Note that a formed route is considered to be preliminary. In other words, the sequence of delivery points of a formed route can be reestablished either automatically or manually.
To do it automatically, click Refresh icon in the end of the line.
To automatically redistribute the points among the units or change their order, select the routes in which you want to make changes and click the Optimize again' button (
) at the bottom of the table (the numeric indicator on the button corresponds to the number of selected routes). This will result in re-optimization of the routes.
To reestablish delivery points manually, drag and drop them in the required sequence. Note that if several routes are formed, you can drag points from one route to another even if the number of orders exceeds the number specified in the Route validity parameters.
At this stage, you can create a new route from the orders of the current route. To do this, select the required orders and press the 
button at the bottom of the table. The selected orders will be assigned to the new (other) route. Click the 
icon to the right of this route to assign the unit and complete the third step of planning.
If in the second planning step no unit was selected, it is impossible to save the created route. Click the button to the right of the route name to assign the units. In the appeared dialog box, only those units that are currently not assigned to any other routes are displayed. The table with units can be sorted by any of its columns, for instance, by distance to the first order of the route. To find the required unit, in the search bar you can use wildcards * (replaces any number of characters) and ? (replaces one character). Click on the required unit and press Save.
Note that upon a route building you can receive a situation when some of the route's points cannot be visited in the indicated delivery interval. Such a point is marked in the estimated arrival column by a special marker (the marker is also duplicated beside the route name). In case such a situation emerges, delivery points can be reestablished either automatically or manually. If a delivery point is impossible to visit, it should be deleted from this route (click Trash icon in the end of the line).
Click on the 
button located in the lower right corner of the information block to change the name of the route. To save a built and optimized route, click Floppy disk icon at the end of the line. To save all the built routes, click Save in the bottom right corner of the table. Saved routes are moved to the corresponding section.
It is possible to add orders to the already built route. To do this, select the necessary route and press the 
button located in the lower part of the information block. In the dialog that opens, select the order type (single or permanent) and click the line with the order you want to add to the route (you can only select one). After that, a dialog with the name of the route and a list of its orders opens. The added order is placed at the end of the list. However, you can change its sequence number by dragging it to the required position. After this, the time is re-counted, that is, all the orders that follow the new one, are moved taking into account the time needed for the travel and unloading. The delta of the modified arrival time for the moved orders is shown in red when it is increased and in green when it is decreased.
To confirm the introduced changes, click Save. To dismiss them, press Cancel. To go to the previous dialog, press Back.
New Unit Selection
It is possible to select a new unit for the routes. To do this, hover the mouse over the name of the route and click on the 
button, which appears at the end of the line. In the opened window the table with the units available to the user is presented. The units that have at least one trip scheduled for a stated time are not shown in the table. To filter the table by the units selected in step 2, activate the corresponding function. The table can be sorted by any of its columns, for instance, by distance to the first order of the route. To find the required unit, in the search bar you can use wildcards * (replaces any number of characters) and ? (replaces one character). Click on the required unit and press Save.
If selection of a new unit occurs when part of the orders are visited, the current route is marked as fulfilled, and the non-visited orders are transferred to the route of the newly assigned unit.
Templates
This section stores the templates for creating routes. Existence of a template makes it easier to work with routes that are created regularly based on the same points, as the there is no need to go through the same planning steps each time the route is created.
To create a report template, mark the required permanent orders and activate the Templates creation option in the calendar on the Planning tab. Click OK to confirm activation. In the next stage select the necessary units and click Route templates to save. The created template will appear on the Templates tab.
Templates can be edited, deleted, as well as new units can be assigned to them.
Press the button, located in the bottom right corner of the information block to change the name of the template.
Click to the right of the name of the template to assign a new unit to the route. The opened table with the units can be sorted by any of its columns, for instance, by distance to the first order of the route. To find the required unit, in the search bar you can use wildcards * (replaces any number of characters) and ? (replaces one character). Click on the required unit and press Save.
Click on the Pencil icon to edit the template. Press the button at the bottom of the dialog box to add new orders to the route. To change their sequence, drag the required orders up/down. Click the Basket icon to the right of the point to delete it.
Press the Basket icon to delete the route template.
Routes
This section is intended for the monitoring of routes delivery. Routes are displayed in the table according to their filter state (active/planning/fulfilled) chosen in the navigation panel. Moreover, particular routes can be found using dynamic search (navigation panel). A search is implemented on the basis of current table data.
The active route is:
The planning route is the route, the activation time of which has not come.
Fulfilled is:
Information on the fulfilled routes is displayed for 24 hours, afterwards it is automatically moved to history. Besides, if it is necessary to send information on fulfilled routes to history without waiting 24 hours, you can do it manually (choose the corresponding route in the table and click on the button 
in the information block).
On the basis of the data on fulfilled routes stored in history, you can generate reports in the corresponding section.
Routes section consists of the same interface elements described earlier: the table, the map, the information block, and the filter.
Active routes are shown in the table by default. Upon clicking the route's line, a route's fulfillment icon becomes active, a corresponding route is displayed on the map, and the map is centered and scaled in such a way that all delivery points get into vision field. Moreover, current data on the chosen route is shown in the information block.
Upon clicking the arrow (in front of the route) the list of delivery points (orders) in this route is expanded and the route is displayed on the map (route's fulfillment icon becomes active). The map is not centered and scaled. The expanded route shows all the orders arranged in the sequence of their delivery (orders = delivery points). The table contains visual elements used to determine a route's fulfillment state.
Route's point state:
|
Missed |
|
Rejected |
|
Visited, status is not set |
|
Visited with advance, confirmed |
|
Visited with advance, rejected |
|
Visited with delay, confirmed |
|
Visited with delay, rejected |
The line of the point towards which a unit is moving is marked by a green dot and highlighted in green. If one unit is assigned to several routes, the nearest (timewise) point is marked.
Note that 2 types of values are shown in such columns as Arrival time and Mileage. These are estimated and actual values. Estimated values are the approximate values calculated by the system. Upon a delivery point visiting estimated values are changed for actual ones. Actual values are shown in the table by a slightly brighter color.
Click on the button located in the lower right corner of the information block to change the name of the route. To delete a route from the table, place a cursor over a route's line and click the appeared Trash icon.
If during deletion or auto completion of a route the latter has single non-visited orders, they are not removed, but copied with the same date and time and can be found among single orders on the Planning tab.
A route chosen in the table is shown on the map. The system provides the possibility for visual comparison of planned and actual routes. Therefore, an actual route can be displayed on top of a planned one. A actual route is shown on the map by a solid line, a planned route — by a dotted one. To enable the displaying of actual routes, click the icon in the top right corner of the map (Show/Hide actual route). An actual route is shown on the map until its complete fulfillment or until the end of the delivery interval. Route visualization color schemes can be set on the General tab of the Settings section.
Upon choosing a route in the table, the map is centered and scaled in such a way that all delivery points of a route get into vision field. To center the map on a particular delivery point, click it in the table. A route fulfillment state can be recognized by the markers used on the map:
|
Warehouse visited |
|
Warehouse non-visited |
|
Delivery point (order) visited |
|
Delivery point (order) non-visited |
|
Delivery point (order) visited (with delay/with advance/in time) and rejected |
|
Delivery point missed |
Working with the map you can view information on elements (route points, units) by summoning their tooltips. To do so, click the necessary element on the map.
A double click on a unit name in the table centers the map on the route it is assigned to.
The same as in Planning section, the logic of the information block can be divided into two components: showing general information and showing information on a particular route.
If no routes are chosen in the table, the information block shows general data on routes presented in the table (total number of routes and total number of orders in them).
Current data on a particular route is shown in the information block upon clicking the line of a corresponding route in the table. This data includes name of a unit assigned for the route implementation, number of orders in the route, estimated and actual route duration, estimated and actual mileage, driver name, time of route auto completion, sequence in which orders should be visited, etc. From here a fast transition to the Chat section is available. In order to communicate with a driver, click a driver's name.
Information on a chosen route can be exported in both XLSX and PDF formats, or printed. While printing a route you can choose one of the available options: Print unit route (the orders are printed in direct order) or Print load plan (the orders are printed in reverse order). A chosen route can also be moved to history before its execution. Moreover, you can add orders to a built route. The corresponding buttons are situated in the bottom of the information block.
Information block supports the possibility of working with route's delivery points (orders). Delivery point's data includes its address, estimated and actual arrival time, estimated and actual mileage. Some order values (name, cost, radius) can be edited. To do so, click Edit button in the bottom of the information block. Note that using the information block an operator can set delivery points' statuses (corresponding buttons in the bottom of the information block).
To select routes, use the 
button in the left corner of the table header. Mark necessary routes by checking the boxes in front of their names. To select all the routes in the list, hold the Ctrl key and click on any unmarked check box. To deselect all routes, do the opposite. For all the selected routes you can see their ways on the map, the orders that form them and the assigned units (icon and name).
After clicking on the arrow in front of the name of any marked route, a list of orders of all marked routes is opened and they are shown on the map.
If more than one route are selected in the table, in the information block you can see the sum of data on them: the quantity of units, of selected routes, of orders; the overall estimated mileage; the total cost, weight and volume. In the lower part of the information block there are buttons for printing (routes or road plans) and deleting that apply to all the routes selected in the table at once.
It is possible to change the unit for the routes in the planning and active states. To do this, hover the mouse over the name of the route and click on the button, which appears at the end of the line. In the opened window the table with the units available to the user is presented. The units that have at least one trip scheduled for a stated time are not shown in the table. The table can be sorted by any of its columns, for instance, by distance to the first order of the route. To find the required unit, in the search bar you can use wildcards * (replaces any number of characters) and ? (replaces one character). Click on the required unit and press Save.
For active routes, you can change a unit only if they and their delivery intervals are not overdue.
If the unit is replaced on the route that has rejected orders, the latter are marked as missed. If necessary, it is recommended to reject them again.
Upon setting an order's status (in Logistics Mobile), a courier has a possibility to supply a comment with an electronic signature or a file. An electronic signature is transferred to the web-version as a photo and shown along with other attached files by Paper clip icon in the table, information block, and order's tooltip on the map.
To see a list of files attached, click the Paper clip icon. The list contains names of files and download buttons. To preview a file, click its name; to download it, click the corresponding button.
Reports
In this section, you can get information about active, planned and fulfilled routes in the form of reports. Reports are necessary for analyzing key parameters and optimizing driver's work.
To execute a report, specify its parameters in the navigation menu. To do this, follow the steps described below.
In the table settings, you can select the columns which should be included in the report. To go to the settings, click on the icon 
to the right of the Report type field.
Detalization is a function which allows to display detailed information about orders in the form of a nested list and additional columns. The detalization is available for all types of reports.
to the left of the name to download the file. If you want certain columns to be included in the report, move them from the list on the left (Available columns) to the list on the right (Table). You can do this in the following ways:
In the Table list (the right one), you can change the position of the selected columns (holding the left mouse button down, drag the row up or down) and delete them (click the cross at the end of the row). Click Clear to remove all columns from the list on the right. For the report on the unit, in addition to the table, the summary of statistical data is available. The selection of columns for the Statistics table is done in the same window as for the Orders table and based on the same principle.
In the upper right corner of the report there are buttons that can be used to export the report to a file in XLSX format (
) or PDF (
) or print (
).
For routes stored in the history, there is a function allowing you to compare the planned and actual routes on the map. To use it, point to the route line in the table and click on the icon 
.
The window that opens next consists of two parts: the route information and the map. The window header shows the route name and the name of the unit that has fulfilled this route.
The route information displays the following:
The planned route is displayed as a dotted line on the map by default. Click on the icon 
to add the actual route which will be displayed as a solid line on the map.
The numbers of the route points on the map correspond to the order in which they are visited. Markers that can be used to indicate these points are described in the Displaying a route on the map section.
If you click on a route point (warehouse or order), you will open a window with the following lines:
If data is not displayed in any of the rows, you should add a column with the same name in the report settings.
Chat
This section is designed to communicate with drivers. Moreover, the chat supports viewing photos received from the mobile application.
Arrival of a new message is accompanied by a beep (click on the 
button in the upper right corner of the chat to disable the sound). The numeric indicator in the left panel and next to the driver name in the chat indicates the number of unread messages.
Settings
This section is designed to work with general settings as well as settings of warehouses and planning. To open the Settings section, summon a user menu (click a user name) and choose the corresponding item. Afterwards, choose a tab to work with.
The section is not available for modification to the users that do not have the option Can change settings activated in their properties in the monitoring system.
On the General tab you can find the parameters used upon orders creation, their distribution, and routes displaying. Values indicated here are used on the corresponding stages as the default ones.
The resource chosen here is the one where orders are created. By default, the resource created by the user is selected. If there is no such resource — the first one in the list of available.
By choosing address provider (Gurtam, Google) you define a source of address information which is used upon manual order creation, import, or warehouse creation. Enable autozoom if you want the map to change the focus and scale when you click on the order during planning. If Gurtam maps are selected as address provider, in the fields that appear below, it is possible to specify the country and city within which the search is performed.
By default, the Grouping icons option is enabled, that is, overlapping icons are replaced by an icon with a numerical indicator.
The Import orders block serves for setting the parameters (date format, separator) used in imported files. Besides, here you can indicate a notification method used for orders' import.
The Units of measurement block serves for indicating corresponding units for the cost and effective capacity values.
To create a warehouse, click Add warehouse button. Afterwards, a corresponding form appears. Obligatory fields of the form are warehouse's name and address (note that before entering this field, it is recommended to choose an address provider on General tab of Settings section). Upon completion of the address field, a warehouse is shown on the map. Additional fields of the form are telephone number, warehouse working hours, unloading time, comment, and tags.
Special attention should be paid to the tags. Tags are custom key words intended for sorting orders on the stage of delivery planning (1st step). There are two types of tags utilized in the system: order tags and warehouse ones. Warehouse tags show that orders with such tags are attached to a particular warehouse. On the stage of choosing orders (1st step), sorting by warehouse tags can be applied by enabling the corresponding flag (Tags) in Warehouse parameters filter. Upon enabling this flag, a table presents a list of orders, tags of which match the tags of a warehouse used.
To add a tag, click the field, enter a key word, and use Enter on your keyboard. To delete a tag, use Backspace or delete button.
Geofences created in the monitoring system can be attached to warehouses. This attachment is used in the delivery planning section. If a warehouse (with attached geofences) is chosen as a filter, then on the 1st step of a delivery planning, a table contains orders situated within the limits of geofences attached.
Units created in the monitoring system can be attached to warehouses. This attachment is used in the delivery planning section. If a warehouse (with attached units) is chosen as a filter, then on the 2d step of a delivery planning, a table contains units attached to a chosen warehouse.
To delete or edit a warehouse, click the icon in the end of the field (3 dots) and choose the necessary action.
On this tab you should indicate a set of parameters to be used as default algorithm upon building a route in Planning section.
First of all indicate if you are going to utilize routing in the route building algorithm. The usage of routing allows calculating estimated arrival time considering road speed limits. Besides, upon routing usage the system provides the possibility to increase an estimated arrival calculation's accuracy by means of implementing speed coefficients for both inside and outside a city. Let's use an example. A supposed route is laid both through a city and outside it. You know for sure that at specified delivery interval there is the highest city traffic that results in decreasing an average speed in half. Moreover, you have an information that there is a road work on your route outside the city that will also lead to decreasing an average speed by one third. These issues may result in considerable differences between estimated and actual arrival times. To avoid such an inaccuracy, the coefficients are used. You need to decrease average speed coefficients inside and outside a city by half and third, correspondingly. Therefore, time for overcoming the obstacles will be considered in the route building algorithm.
If no routing is chosen to be used in the route building algorithm, then the system provides the possibility to indicate a vehicle's average speed.
Moreover, choose warehouses to be used upon route building. Three types of warehouses can be utilized for this purpose: initial, intermediate, and final.
Initial warehouse is the one a courier starts a route from.
Intermediate warehouse is the one to be visited by a courier in case of applying the corresponding action.
Final warehouse is the one at which a courier should finish a route.
In this block, you can select the parameters to which a route or a unit following this route should correspond. If it is not possible to plan the route without exceeding any of the indicated parameters, then an action described in the next block is added to the planning algorithm.
The available parameters are enumerated below.
You should indicate the values of carrying and effective capacity on the Profile tab of the unit properties in the monitoring system.
Activate the Use optimal number of units option if you want all the units selected in the second step of planning to be used when distributing orders and planning the route.
Choose an action to be used by the program in case of a failure to build a route according to the route validity parameters indicated. The following variants are available:
Here you can indicate the time of route auto completion and specify the sequence of visiting orders.
Route auto completion — the time when the route should disappear from the list on the Routes tab. In the drop-down list, select one of the options:
Orders should be visited — a sequence in which the orders of the route should be visited.
Arbitrary — orders are visited in a free sequence. However, if the initial warehouse is specified in the Distribution optimization section, it should be visited first. Otherwise, the orders will not be considered visited.
On this tab, you can configure notifications sent to the client, driver, and operator.
In the Client and driver notifications section, you can create notification templates for the client and the driver and configure their sending.
There are five types of notifications for a client: Order fulfilled, Order rejected, Time left until the delivery, Order on the way, and Distance to the delivery point. Notifications are sent automatically to the phone number and/or e-mail specified when creating an order. To create a template, click on the New button, select the required notification type, specify additional parameters (if applicable) and, if necessary, edit the text of the letter or SMS message. By default, each notification has a special text template that you can use or edit.
When editing e-mail text, the HTML and Text tabs are available, where you can enter the text of the message in HTML or text format. You can use the Text tab to preview the message entered in HTML format.
To correctly display the e-mail notification, the recipient should enable the HTML viewer function.
When importing orders, make sure to specify the notification method on the General tab of the settings in the Import orders section.
For a driver you can configure automatic sending of push-notifications. They allow you to inform the driver in advance about such events as creating or deleting a route, changing client's data, attaching files to the order and deleting them, changing the order parameters, exceeding the delivery or unloading time, deviating from a route, missing the order or order status, and entering the route changes.
To create a template, click on the New button, select the type of notification, specify additional parameters (if applicable), and edit its text. By default, each notification has a special text template that you can use or edit.
In the text fields of this tab, you can add tags that can be used in the message: the name of the order and driver, the time of planned arrival, cost, current location, etc. These tags are then converted to real values. Note that a notification with the Current location tag contains a link to the locator map (active for 60 minutes) which indicates the location of the courier, and for time and route deviation alerts you must specify numeric values.
To receive push notifications, activate the Notifications option in the Logistics Mobile settings, and verify that the Create, edit, and delete drivers access right for the resource to which the driver belongs is activated.
Notifications automatically sent to the driver or client can be duplicated for the operator. In this section of the settings, you can enable or disable the display of notifications for the operator, as well as a sound signal about their reception.
In order for the operator to receive notifications not only in the application, but also on the phone and/or email, fill in the Phone and E-mail fields respectively.
In the application, notifications for the operator are displayed in a pop-up window in the upper right corner of the working area. The pop-up window is active for 15 seconds (5 seconds for standard browser notifications), after which it disappears. For a more thorough view of the list of sent push notifications, click on the indicator of incoming notifications (bell), located in the upper right corner of the left panel (the last 5 are shown). To the right of the magnifying glass icon is a search bar that helps filter notifications. Click Show all to expand the list of notifications. To delete all notifications, click Clear list. A digital indicator that appears in the left panel at the place of the bell signals the presence of unread notifications.
This tab is designed to create and delete the custom fields which should be displayed by default in all created orders. You can indicate the value of the created field later when creating or editing the order. You cannot edit the custom field if the order has already been fulfilled.
You can also add custom fields manually for each order individually.
Blank and completed custom fields are displayed in the window of order creation/editing and in a separate column of the order table on the Planning page. You can also see the completed custom fields in the reports.
The Autocomplete button is used to automatically add all the custom fields created manually in the resource earlier. This option is available if there are no created fields on the tab.
To create a custom field, enter its name in the line and click on the icon 
.
To delete a custom field, point to the line with it and click on the icon 
.
Mobile Application
To start working with Logistics Mobile, follow the steps below.
If the user-creator of the resourse to which a driver belongs is blocked, the access to the application is restricted for this driver.
The settings available in the application menu are listed below.
Map. Selection of a map source (Gurtam Maps, OpenStreetMap, Google Roadmap, Google Satellite, Google Terrain, Google Hybrid).
Photo quality. Selection of the image quality which should be used when sending a photo. The available options are described below.
Tracker. Activation/Deactivation of a tracker. To use the tracker mode in your application, select WiaTag as the device type and indicate the unique ID (custom value) in the unit properties in the monitoring system. After that, the tracker switch will be available in the mobile application settings.
Notifications. Activation/Deactivation of push notifications about relevant events regarding orders, routes, and the delivery process; selection of a notification signal.
Admin password. Creation and activation of a password for working with the mobile application settings.
Help. Link to the user manual.
Below, you can see the possible statuses of the route points.
|
Order missed |
|
Order rejected |
|
Order visited, no status set |
|
Order visited in advance, confirmed |
|
Order visited in advance, rejected |
|
Order visited with a delay, confirmed |
|
Order visited with a delay, rejected |
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The next order for which the driver is heading |
|
Upcoming order |
|
Warehouse |
Tap the icon 
(3 points in the upper right corner of the order) to open the menu in which you can select the order status (Confirm/Reject). Besides, you can contact a client from this menu (the Call button).
When indicating the order status, the courier can leave a comment (optional upon confirmation; obligatory upon rejection), identify themselves with an electronic signature, and attach a file. These steps allow the operator to monitor the delivery process and undertake actions on the basis of relevant information.
When the operator and the courier work with an order simultaneously (for example, change the route or the order status), the actions of the operator are given priority.
Tap the order to go to the map which is scaled and centered on it. On the map, you can move from one order to another by swiping the order blocks in the upper part of the screen (left and right).
The button in the lower right corner of the map has several states. By tapping it, you can perform the following actions:
: track your own location;
: center the map on your location;
: show the whole route.
After you tap the arrow button, the tracking mode is activated and the map is continuously centered on your location. If you move the map from this place manually, the arrow button changes to the target button. Tap it to center the map on your own location again. To exit the tracking mode, tap the button once more (as a result, the button should look as follows: ).
Devices on the Android and iOS platforms find the location differently: Android devices show the location of the unit to which the driver is bound, while the iOS ones display the location of the device from which you have signed in to the application.
If it is necessary to plan a route to the delivery point, you can use an external application. Tap and hold the required point to open the menu where you can select the application (if any).
From the map screen, you can go to the detailed order information. To do this, find the required order in the upper part of the screen (by swiping left and right) and tap it. This menu also allows you to indicate the order status (Confirm/Reject) or call the client (Call).
The mobile application is provided with a tracker mode. This mode can be used to determine the courier's location if no personal or vehicle tracker is available. After activating this mode, the location data is constantly collected and sent to the server (in the iOS version, the data is collected and sent only when the unit movement is detected). To enable the tracker mode, go to the application menu and activate the corresponding switch.
Logistics Mobile is also available on a tablet. The tablet version has some peculiarities. The first one is that the tablet screen size allows viewing the detailed order information without hiding the list of orders. The second is that special buttons (below the detailed order information) are used for selecting the order status and calling a client.
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