Optimize a Day Plan

Optimizing a day plan re-orders the customers such that all of them can be visited with minimum amount of travel.

  1. Log in to the web panel.
  2. Click DAY PLANS on the menu bar.
    Based on how the menu is configured by the configurator, you may find DAY PLANS under more sub-menu.
  3. Navigate to a date using Previous , Next , and the Calendar buttons.
  4. Select an employee by clicking their name.
  5. Click OPTIMIZE ROUTE

  6. Select the customer you would like to visit first.

  7. Click OK to begin optimization.
  8. Optional: Select a different customer from the first customer pop-up menu and click Change.

    Numbered markers and the order in which the customers are shown in the right panel indicate the order in which customers should be visited.
  9. Click OK to save the optimized route and close the optimization popup.
  10. Click SAVE.