Scheduled routing is a feature that enables our clients to upload a large number of jobs (up to 500 at a time). It is perfect for companies that need certain jobs to be done by boundary areas and certain times of the week per boundary.
Activating Scheduled Routing
Reach out to GetSwift support and ask them to enable Scheduled Routing for you
1. Navigate to Operations/Routing
2. Create a boundary area
To create a boundary area navigate to Operations/Fleets.
Within one boundary area, you may create jobs for delivery, and mark the days on which you wish to have deliveries. Create multiple boundaries, and mark them as different days, in case those users need smaller or bigger zone for specific days of delivery.
3. For efficiency, the best way to upload jobs is via Batch upload, for which we will choose a template that includes a pickup address.
Add up to 500 jobs, only on one merchant.
(Should you need to use Scheduled routing for more than 500 jobs you can do so by adding the first batch of a maximum of 500 jobs, dispatching those, and then adding another batch of 500 jobs)
4. After the Batch upload is completed, go to Operations > Routing. In the Unassigned jobs section (where every job can be recognized by its reference number, once hovered over on it on the map, a dropoff location will appear.
5. When jobs are added, click on the Optimisation (arrow) icon to continue assigning jobs to drivers.
A new window will pop up, and there we can see:
- a) Routeset template: this serves for reusing routes for previously completed jobs.
- b) Day of the week - this is for recognizing which boundary should be used on the given day when assigning jobs to drivers.
- c) Start time - for entering the time when drivers can start working on their delivery jobs.
- d) Drivers - should we assign jobs to all drivers, only to online drivers, or the ones who have their shift in the given time (this is only for the accounts which have integrations with S+)
- e) Balance drivers - for the system to arrange a similar amount of jobs to drivers.
After choosing filters, and clicking on Optimise, we can see that jobs are assigned to drivers and routes are made on the map. With that, there is a status showing Optimise.
There can be some jobs left in the Unassigned jobs section, in case they are out of the delivery window, or outside the boundary area. In that case, click on the 3 dots next to that section and assign it to any driver(s) you want.
Also, this eye showing next to the driver’s tab, or the unassigned jobs means that we do not want to see them. They will be present in this batch of jobs, but they will not be visible on the map.
You may also make changes to already assigned jobs, transfer them to another driver, unassign them or reoptimize the route. Simply click on the 3 dots next to any driver and make changes.
Once you are all done, click on Save changes before dispatching jobs.
After optimization, and assigning additional jobs to other drivers, click on the Dispatch (truck) icon.
By doing so, all the jobs will be assigned to the given drivers, and on the dispatch map, we can see that all of them are accepted.
Now, we are able to save via template, and reuse it in the future.
- You are not able to rewrite old templates.
- The name of a template can be up to 150 characters.
- Old templates can’t be deleted.