Operations

Delivery Scheduling Tool

• Benefits
• Access Points
• Main Screen
  • 1 – Selection Criteria for Activities & Groups
    • Activity Tab Selection Criteria
    • Group Tab Selection Criteria
  • 2 – Map & Grids Displayed
    • Map View
    • Activity Grid
    • Group Grid
    • Route Planning
      • Change Starting Point
      • Generate Route (In Google Maps)
      • Full Route Directions
      • Individual Leg Directions
      • Email Route Directions

Benefits

• Helps you find other activities in the same area within a certain timeframe to increase efficiency by picking the best delivery date and time
• Route planning for turn by turn instructions

Access Points

1. Sales > Delivery Tools > Scheduling

1. Sales > Fundraisers

1. Sales > Groups

1. Sales > Activities

Main Screen

1 – Selection Criteria for Activities & Groups

Activity Tab Selection Criteria

Options:

• Location
• Mile Radius
• Timespan

• Displayed Types
• Displayed Users

Group Tab Selection Criteria

1. Options:
   • Show Groups Checkbox
   • Update Maps Button
     1. Displayed only on Group Criteria Tab, but needed when either Group or Activity criteria are modified to update the map or grids
   • Timeframe:
     1. This Season
     2. Next Season
     3. 2 Seasons From Now
     4. Custom – you pick the date range
2. Advanced Filters:

• • Date Filter
    1. Last Activity
    2. Last Sample
    3. Timeframe
  • Last Sales Size

• • Open Fundraiser States
  • Group Attributes:
    1. Category
    2. Group Attributes

• • Retention Statuses
  • Displayed Users

2 – Map & Grids Displayed

Map View

Add activity to group without activity

Create Delivery Activity

Color Schemes:

• Owning User

• Retention Status

• Fundraiser State

Activity Grid

• Activities from map converted to grid
• Create Delivery Activity Button
• Export to Excel Button
• Add to Route Button

Group Grid

• Groups from map converted to grid
• Create Delivery Activity Button
• Export to Excel Button
• Add to Route Button
  • Add group to the Route

Route Planning

• Will display all groups or activities that were added to the route
• Move up or down along the route by clicking on the up or down arrows
• Delete from the route by clicking on the (-) button
• Create Delivery Activity Button
• Generate Route Button

Change Starting Point

Click on the Edit Starting Point button

Select appropriate address from dropdown (click on User for this example)

Select appropriate address and Click OK

New starting address

Generate Route

Click on the Generate Route button to create a Google Maps Route

Full Route Directions

Individual Leg Directions

Email Route Directions

Click on the Email Directions button to email all directions to the signed in user email address

• To check the email address of signed in user:
  • Click on the User Name in top right corner

• • Look in the bottom right for the email address: