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.
- Log in to the web panel.
-
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.
- Navigate to a date using Previous , Next , and the Calendar buttons.
- Select an employee by clicking their name.
-
Click OPTIMIZE ROUTE
-
Select the customer you would like to visit first.
- Click OK to begin optimization.
- 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. - Click OK to save the optimized route and close the optimization popup.
- Click SAVE.