The Drops associated with a shipment management route can be viewed on the drops tab of the Shipment Management Route page. Each line shows a destination (delivery or collection) on the delivery route. This is where the order of the route drops can be managed.
| Note: By default drops will only be shown for released documents. Drops related to unreleased documents can be seen if the Show Open Orders on Shipment Management option is enabled on the Shipment Management Setup. All entries can be seen by the selecting Entries option on the ribbon of the Shipment Management Route page. |
By default, drops will be sequences based on previously saved order of drops. It may be that the default order of drops is not the optimal delivery order, in which case the drops can be re-sequenced. This can be down using the Move Up and Move Down actions under manage on the ribbon.
The Move Up action (or using the shortcut Shift+Ctrl+Up) moves the currently selected line up one place in the delivery order.
The Move Down action (or using the shortcut Shift+Ctrl+Down) moves the currently selected line down one place in the delivery order.
| Note: For ease of use, the Move Up and Move Down actions are also on the context menu of the line. |
Saving the delivery order is useful in instances where the route has a drop number you would not typically have in the delivery area. As an example, this could be if drops have been moved onto a new route or the delivery order has been changed. To save this delivery order, highlight the drop that has been added and select Save Delivery Order on the ribbon.
This will show a prompt where the Delivery Area to save to can be entered. Once this has been completed in the dialog will show the existing delivery order lines for the selected delivery area code.
It is then possible to specify whether the drop should be delivered first, last, before or after the selected drop. Click OK and the Delivery Area will be updated with the changes.
Saving the delivery order allows the existing Delivery Area to be amended to incorporate the updated delivery order changes.
When reviewing drops it mat be more efficient to move the drop to a different route. Alternatively the drops on the route may exceed the capacity of the vehicle or exceed the hours of the driver utilised on the route. To do this select Move Lines from the ribbon:
This allows a drop to be moved to either an existing route or create a new route.
If moving to an existing Route, enable the Existing Route option, and the select the Route No. for the drop to be transferred to. If you know the route number you’d like to move the Drop to you can fill this in, alternatively select the drop-down arrow and this will open a list of valid existing routes available for you to move the drop to. The list will automatically filter for the relevant location code a date filter greater than or equal to todays work date. You can apply additional filters to find the most suitable route.
If moving to a new route, enable the New Route option and complete the Delivery Area, Shipping Agent, Shipping Agent Service and Shipment Date. This will then create the new route
| Note: When moving a drop to a new route Shipment Management permits you to override the delivery date to one which is not scheduled as per the setup for that Delivery Area Schedule. If you move drops to a route under a different delivery area the delivery order on the route for the drops will be reset to zero, you will then need to move the drops up/down accordingly to give the route an order. If the user tries to create a new route that is a duplicate of an existing route, the system will prompt if the existing route should be used. |
When deciding on moving drops it can be useful to know the impact of the drops on the total load. By selecting one or more drops, it is possible to see the Volume, Net Weight and Gross Weight in the Selected Drops area immediately under the lines. The Gross Weight will be highlighted red if it exceeds the maximum load of the vehicle (if assigned).
You can view the full address of a drop by selecting the Address action on the ribbon:
This will display the full drop address in a new dialog:
| Note: If a mapping integration is enabled then the address dialog will also show an additional action to show a map of the drop address. |
If time slots are required then these can be booked by selecting the Book Time Slot action or clicking within the Time Slot field:
This will display a dialog allowing a Time Slot to be booked.
See Drop Time Slots for more information on using time slots with routes.
Any Delivery Instructions for the drop can be viewed or amended using the Delivery Instructions action:
Delivery Instructions can be entered as free entry text. These instruction are passed as notes to the driver.
| Note: If using Clever Shipment Management in association with Clever Shipping Agent Integration then any Delivery Instructions entered on the Sales document will be copied to the Delivery Instructions in Shipment Management. |
To see the entries that make up the Drop, select Entries on the ribbon:
This will give you the order and item information being delivered/collected on the drop:
It is possible to view the source document be selecting Show Document from the ribbon:
The is will show the original Sales Order, Sales Return Order, Purchase Order, Purchase Return Order or Transfer Order that the entry relates to.
The following video shows some examples of how drops can be managed: