Assign and route Orders

Introduction



The Assignment view is designed to provide operations teams with a control tower for all orders being serviced or delivered. Existing Order Management Systems can be integrated with the HyperTrack platform programmatically using APIs. We automatically route these orders into trips and assign drivers to each trip so that the operations team can focus on observing operational anomalies and improve customer happiness.

We optimize for time and capacity while taking into account driver availability, and service time to assign and provide accurate ETAs for delivery of all orders in the trip. Once dispatched, trips can be tracked using a live view, and customers can view the live driver location through a shareable URL.

We provide a simple interface incorporated with rich information for your operations teams to find what they need to ensure seamless and efficient completion of day-to-day orders.

Getting started

1. Account settings

The first step to get started with the assignments feature is to provide the parameters required for HyperTrack to automatically generate and assign trips. The following parameters can be updated in settings panel which can be accessed by clicking on the gear icon on the top left corner of the screen.

ParameterDescription
Assignment typeHyperTrack supports scheduled and on-demand order assignment. On-demand orders are immediately assigned to the closest optimal app user while scheduled orders are batched and intelligently routed into trips.
Operations groupBusiness operations are structured based on manageable entities such as warehouses, hubs, regions etc. Set the appropriate group and ensure that all orders and drivers have an operations label specified in the metadata.
Product typeProduct type helps define custom service time and capacity for the order and driver entities. This could map to a vehicle type, job type and so on. The product type is associated with each each entity in the metadata and defaults to the account level configuration if it is not present.
Start locationDrivers may start from their homes or from specific operations locations (warehouse, hub etc.). Select the appropriate start location and provide the address for each location using either the UI or the CSV upload option.
Working hoursProvide the account level time frame for working hours of all drivers. If different users work at different times, the App user manager or API can be used to update the shift time for each driver.
note

We are currently working directly with our customers to set up integrations and parameters. Please contact us through Slack or by Email to help you set up your account.

2. Register drivers

The next step is to register your drivers with HyperTrack. Please follow the App setup guide and select the appropriate path to register them.

3. Create orders

Integrate with HyperTrack using our APIs and post your orders programmatically. Please refer to the API docs for more information.

Orders posted using the API will be intelligently batched and displayed in the Trips section of the Assignments page.

3. Automatic routing and assignment of orders

Orders posted using the API are intelligently batched and routed into trips using the parameters set as part of the account settings in step 1. We then find the appropriate driver for each trip using the availability and capacity associated with the driver metadata or default to the account level configuration. Trips with the orders and an optimal driver assigned to each can be viewed in the Trips section of the Assignments dashboard. The operations manager can view each trip and dispatch it to initiate live tracking of all orders in the trip.

The operations manager can edit the trip and remove or add orders and also re-assign the trip to a different driver based on ground level information on that day. Similarly, orders that could not be added to a trip by HyperTrack will be displayed in the Pending orders section and these orders can also be manually routed by the operations team using the Assignments view.

Manual trip creation can be performed by following these steps:

  1. Click the Create trip button on the top-right corner of the Pending orders tab
  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 Pending orders section
  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 Create button to create the trip.

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

Once a trip is successfully created, it appears in the Trips section. It is also possible to delete a trip as long as it does not contain any ongoing or completed orders.

Definitions for the fields related to order:

FieldDescription
Order IDUnique ID provided to identify each customer order
StatusStatus of the order. This can be one of the following values:
Routed -- Order has been 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
Cancelled -- Order was cancelled by the app user because it could not be delivered
Snoozed -- Order is temporarily skipped because the customer was not available
Rescheduled -- Order was not delivered as part of a trip and needs to be retried later
ScheduledThe time before which the order needs to be delivered to the customer
ExpectedThe initial estimated time for the delivery of the order
ActualThe time from at which the order was completed
DestinationThe customer address to which the order needs to be delivered

All other columns are populated from the order metadata.

4. Dispatch trip and start tracking

If the trip is not assigned to a driver, select the Assign button. A list of available drivers pops up, choose the appropriate driver and click Assign.

For an assigned trip, click on the trip to find the Dispatch button in the Map panel. Clicking on this button dispatches the trip and starts tracking the driver assigned to the trip.

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If the drivers use the HyperTrack Visits app, they should now be able to view the list of orders in the Orders tab in the app in the sequence of delivery.

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

Live tracking of an ongoing trip can be viewed on the map by clicking on the Ongoing trip.

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 Assignments view is a simple way to monitor, plan and dispatch customer orders. Integrate and dispatch 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.

Questions?

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