Assign and route Orders

Introduction


The Orders view is designed to help store managers efficiently plan and dispatch order delivery. Orders can be uploaded to the Hypertrack platform programmatically using APIs, or the user interface. New orders are displayed in the view and they can be manually routed and assigned to a delivery driver. Routed orders can be tracked using embeddable trip views, and customers may view the live driver location through a shareable URL.

Getting started

1. Create orders

Add orders to your accounts using one of the following methods:

  • Create orders using the API: Orders can be created programatically using our APIs. Please refer to the API docs for more information.

  • Create orders using a CSV: Create a CSV file that contains the order_id, scheduled_time, and customer_address fields along with any additional columns that need to be associated with an order. Please find a sample file here.

  • Create orders manually using the UI: The Create orders button provides a dialog that allows users to enter details about each order. Mandatory columns are displayed, and additional columns can be added using an easy to use interface.

The following fields are available while creating an order:

FieldRequiredDescription
order_idYesA unique ID that identifies each customer order
scheduled_timeYesThe time before which the order needs to be delivered to the customer
customer_addressYesThe address where the order needs to be delivered
customer_locationNoAn array of latitude and longitude that represents the delivery location
pickup_addressNoThe address from which the package needs to be picked up by the driver. This is typically the store or warehouse where the package is prepared and made ready for delivery
service_timeNoTime in minutes that the driver is expected to spend at the the customer location. This value helps provide improved ETAs.
scheduled_slotNoThe start and end time between which the order should to delivered to the customer

All other fields will be treated as order metadata, and would reflect information specific to the order such as item descriptions and quantities, special delivery instructions, and so on.

Once orders are created using one of the above mentioned steps, they will be listed in the table along with all the associated information.

2. Accept or Reject orders

The store/operations manager can view each order and decide whether it can be fulfilled by the store. Orders that can be fulfilled are accepted while others can be rejected. The action of accepting or rejected can be done on an order by order basis, or using the multi-select option.

3. Route orders into trips

Once orders have been accepted, they can be routed into a trip. A trip represents a group of orders in a pre-defined sequence that will be assigned to a delivery person or a field worker.

Routing can be performed following these steps:

  1. Click the Route orders button on the top-right corner of the orders view
  2. Select the orders that need to be routed by clicking on the orders displayed on the map, or by clicking on the row from the table
  3. The selected orders are displayed in the plan table below the map, and the optimized route between the selected order destinations is displayed in the map

Once the route is acceptable, click the Confirm button to create the route.

note

The route is generated based on the selected sequence of orders while creating the the trip.

Once a route is successfully created, it appears in the table, where the orders in the route can be viewed by expanding the row. It’s possible to edit and delete routes as long as it does not contain any ongoing or completed orders.

Definitions for the fields related to routes:

FieldDescription
StatusStatus of the order. This can be one of the following values:
Routed -- Order has been accepted and added to the trip
Assigned -- Order has been assigned a driver as part of the trip
Ongoing -- Order is being delivered by the assigned driver
Completed -- Order has been successfully delivered to the customer
order_idUnique ID provided to identify each customer order
scheduledThe time before which the order needs to be delivered to the customer
initialThe inital estimated time for the delivery of the order
actualThe relative time from the scheduled time at which the order was completed or is expected to be completed
destinationThe customer address to which the order needs to be delivered
deliveredThe relative distance between the customer address and where the order was actually completed

All other columns are populated from the order metadata.

4. Assign the route to a driver

Assign a trip to a driver by selecting Assign Trip button in the table. A list of available drivers pops up. Select a driver and click Assign to assign the route.

Tracking of the assigned driver starts within a few seconds and the tracking views can be used to observe the live location of the driver.

5. Track the orders dispatched and share live tracking with customers

An live tracking of an ongoing route can be viewed on the map by clicking on the View Trip button in the panel.

Each order has a shareable URL that can be sent to the customer to allow them to view the live location of the driver who is on the way to deliver their package.

The Orders view is a simple way to seamlessly plan and manage customer orders. Upload, plan, and assign your customer orders in a matter of minutes and use the power of the HyperTrack live location cloud to build a scalable, successful delivery business.

Setting account level configurations:

Capacity and Service time

The capacity represents the account level vehicle capacity of your fleet. This will be used when generating routes automatically (this feature that will be available soon). Each of the accepted orders will be grouped based on an optimized plan and the capacity would ensure that each of the routes will contain a limited number of orders as defined by the capacity value.

Service time represents the time in minutes that a delivery personnel will spend at the customer destiantion. This metrics can also be set at a per order level and helps provide better ETAs when the delviery personnel is en-route.

Both these metrics can be set by following these steps:

  1. Click on the gear icon on the top left corner of the screen
  2. Enter the values for the service time and capacity
  3. Click Save to store the values

Store management

If you have a use case where there are dedicated stores or warehouses that act as pickup locations, you can save these locations by following the steps mentioned below:

  1. Click on the gear icon on the top left corner of the screen
  2. Click Add Store
  3. Enter the store address in the address bar on the map
  4. Once you see the store location on the map, click Confirm
  5. Multiple store can be added one at a time
  6. To save all the stores, click Save

The stores created will now be available in the routing step. The store will always act as the starting location for the planned route.

Questions?

For questions or comments about orders view, please do not hesitate to contact us.