1.5.1.1. “Destination” section¶

The “New destination” page is displayed Fig. 1.101.

Fig. 1.101 The new destinations list

1. Name: name of the destination.

2. Street, details, postal code, city, country: enter the destination address. Geocoding is automatic. The address is placed on the map.

3. Geocoding accuracy, latitude, longitude: if the geocoding result is incorrect, you can move the dot directly on the map to the desired location.

4. Telephone number: Telephone number allowing direct contact with the customer.

5. Comment: Required information for local tasks, such as a digicode, specific details about the site etc.

1.5.1.2. “Visit” section¶

Fig. 1.102

Fig. 1.102 Set up the visit.

The fields to be filled :

1. Reference (optional): a unique identifier from other business software.

2. Quantity (optional): fill in the quantity to deliver (needs to be consistent with Vehicle capacity).

3. Empty vehicle (optional): indicate if this destination is an emptying point, meaning the entire load must be removed from the vehicle at this point. Fill vehicle (optional): indicate if this destination is a filling point, meaning the vehicle must be loaded at this point.

4. Shows the quantified deliverable unit

5. The link opens when you click on it. You can use it to save one or more barcodes for a quantified deliverable unit.

Note

Barcodes are scanned and recorded in the Mapotempo Live mobile application.

6. Visit duration (optional): enter the time spent on the visit. It can be added to the time spent at the destination.

Note

Visit duration is defined in Global settings. If the field Visit duration is empty, the visit duration value comes from “Global settings”.

7. Time window (optional): set the destination’s start and end time slots (slots taken into account during optimization calculations). You can set up to two time slots per visit.

8. Priority (optional): allocate a priority level to a visit between -4 (most subsidiary) to 4 (most essential). This enables you to extract the least urgent visits from your routes and include secondary visits during optimization only if time permits.

9. Tags (optional): enter a tag previously created (see chapter New Tag).

Confirm the information entered by clicking on the “Create Destination” button .

1.5.3.1. Data import by csv file¶

Each row of the CSV file corresponds to a destination. The columns correspond to relevant information for each destination. Each Destination field corresponds to a column in the CSV template file.

1.5.3.2. Import a destinations file¶

To access the “Import destinations” page, click on the “Destinations” menu and select “Import” Fig. 1.105.

Fig. 1.105 Import destinations files.

1. In the CSV File section, click on the “Choose file” button . Then go to the folders on the PC and select the file (in CSV format) to import. A “Help - Columns definition” link sets out the contents of the file to send. This link can also be used to edit the names of the fields according to internal company naming conventions.

2. Choose whether you want to update your destinations (unique and stable references must be present in your csv file), or remove and replace the existing ones before import.

3. Uncheck “Delete previous plans” to keep old plans.

4. To submit the import, click on the “Import” button.

CSV file management allows a more streamlined view and organization of the data. Importing destinations automatically creates destinations and their visits along with a route plan according to the columns that have been filled. If a destination needs to be visited multiple times, the “Multiple visits” option (activated upon request from Support) helps you organize your destinations more effectively without having to repeat the same address.

Once the file has been recognized and the import validated, the Destinations database is geocoded and the “List” page opens automatically so that you can view the data imported in a spreadsheet and on a map.

1.5.3.3. Help¶

Fig. 1.106

Fig. 1.106 Link to column settings.

The Help section will open if you click on “Help - Columns definition”.

All the fields are explained as shown in the Data importable via CSV file section. Fig. 1.107

Fig. 1.107 Column settings.

You can modify the names and fields so that they match the fields in the existing destination database. If you click on the icon, an editable field will open so that you can add in the required field name.

When you click on the field to edit, instructions appear in a popover. They might, for example, tell you how to format the data. Fig. 1.108

Fig. 1.108 Popover explaining how to complete the field.

1.5.3.4. Les options d’import¶

Fig. 1.109

Fig. 1.109 Page d’import des destinations.

1- Mise à jour / Ajout : les destinations contenues dans le fichier sont ajoutées ou si la référence est déjà présente dans Mapotempo Web les destinations sont mises à jour des informations présentes dans le fichier 2- Supprimer les anciennes destinations : les anciennes destinations sont supprimées. La base de données destinations est vidée. Quand cette case est cochée, la case à cocher “Supprimer les anciens plans” est cochée automatiquement. 3- Fusionner les lignes concernant une même destination : plusieurs lignes d’un fichier concernant la même destination peuvent être fusionnées quand cette case est cochée. La fusion se fait sur la base de la référence de la destination. 4- Supprimer les anciens plans : les plans présents dans Mapotempo sont supprimés. 5- Configuration des véhicules : le menu déroulant liste les configurations véhicules présentes dans Mapotempo Web. La configuration véhicule sélectionnée sera celle prise en compte sur le plan importé. Si aucune configuration véhicule n’est sélectionnée, c’est la première configuration dans la liste des véhicules qui est affectée au plan.

1.5.3.5. Best practice for a successful csv file import¶

1. Observe the column headers of the model CSV model <http://app.mapotempo.com/destination/import_template.csv> _ example: “tags” is in the plural, check spellings.

2. Enter the column headers with lowercase letters in the .csv file (as shown in the import template)

3. Delete destination row(s) to remove it/them from the file to be imported. Clearing a row is insufficient, you must select the row(s) concerned and delete it/them with the spreadsheet’s delete function.

4. Make sure that all imported destinations have a name. The cell associated with the “name” column must be filled in for each of the rows.

5. Import only files in csv format.

6. Delete duplicate or copied rows.

7. If you have reference, choose a unique reference for each destination.

8. Close the software using the csv file before importing it.

1.5.3.6. Correct the most common import mistakes¶

If there is an error, the messages are quite explicit. Here are the main reasons for a failed import:

1.5.3.6.1. Nothing to import¶

Fig. 1.110

Fig. 1.110 Nothing to import message.

Column headings in the field do not match the expected headings. Check the column headings, comparing them with the import file template. Make sure the data and fields match.

1.5.3.6.2. Invalid file¶

Fig. 1.111

Fig. 1.111 Invalid file

The spreadsheet structure is corrupted. Column headers are offset relative to their content, for example. Opening the csv file in a text editor can help you identify the mis-match.

1.5.3.6.3. Invalid file¶

Fig. 1.112

Fig. 1.112 Invalid file message.

Two reasons can cause this error: - The “name” field is not completed correctly. Check the “name” column. Correct any missing or incorrect rows. - Geographic coordinates are not filled in correctly. Filly in GPS coordinates (Latitude and Longitude) OR the full address (Street/Postal code/City).

1.5.3.6.4. Imported file is not a CSV¶

Fig. 1.113

Fig. 1.113 Imported file is not a CSV message.

Any imported file must be in csv (comma-separated value) format. To create a csv file from a spreadsheet, save as csv format (comma-separated value).

1.5.3.6.5. Validation failure¶

To avoid time slot error Fig. 1.114:

Fig. 1.114 Time error.

• So that you do not cause any time window errors: - Time window 1 must be completed if a start or end time for Time window 2 has been supplied. - The end of a Time window must be after the start of said time window.

• Time window end must be after Time window start.

Note

For night hours, from 11pm to 7am, for example, the file must contain a column with the next day’s timetable (7am in the example). The “timetable end” column must contain the formula =next day timetable cell+ 24:00:00. Cells must be in the format Time -> 13:37:46 .

Fig. 1.115 Priority between -4 and 4.

The Priority must be in the range -4 to 4. Outside that range, an error will be reported. Check that the Priority column contains a number between -4 and 4. Fig. 1.115.

Fig. 1.116 Quantity as a number.

The Quantity must be a number. Check that the Quantity column contains numbers. Fig. 1.116

1.5.3.6.6. More routes than vehicles¶

If the number of routes imported is greater than the number of vehicles available, the “Tried to import more routes than available vehicles” error appears. Fig. 1.117

Fig. 1.117 More routes than vehicles.

To resolve the problem: - Remove destination rows, add them to another import, create a new plan. All the destinations appear on the new Plan. - Remove data from the Route column. Launch the import. Create a new Plan. All the destinations appear on the new Plan.

1.5.3.6.7. Tag too long¶

Fig. 1.118

Fig. 1.118 Tag too long.

The Tags field can contain up to a maximum of 255 characters. If the tag or list of tags is over that limit, this error is displayed. To prevent this error occurring, check the Tags column to make sure this cell contains fewer than 255 characters.

1.5.3.7. Import TomTom destinations¶

To access the “Import destinations” page, click on the “Destinations” menu and select “Import” Fig. 1.119.

Fig. 1.119 Import destinations files.

1. Open the TomTom section by clicking on the dropdown menu.

2. Choose whether the destinations are an update/in addition, or intended to replace the destinations in the application.

3. Click on the Import button

1.5.4.1. The destination list table¶

The destination data list enables you to view a destination database in a table and on a map. This is the information that was entered when the destination was created or when information was imported via a CSV file.

The list can be used to search, sort, delete and modify all destination information: address, time slots, tags etc.

The following page is displayed: :numref: app-destination-listing-num-600

Fig. 1.121 Destinations list.

1. The headings and function bar can be used to sort and search destination information.

2. Entry table, used to modify destination information. This information can be changed on the page only if there are fewer than 300 destinations.

3. The map where you can view your destinations.

You can also use “Listing destinations” to:

• Create a new destination by clicking on the “New Destination” button (see Create a destination from the destination list).

• Locate a destination by clicking on the geolocation icon , moving the point on the map, or entering the address in the entry bar to use the geocoding function.

• Remove a destination from the list by clicking on the trash icon (you will be asked to confirm deletion).

The map can be used to geolocate destinations.

1.5.4.2. The destination list map¶

The map includes the following display options:

• The zoom + and - icon can be used to view items on the map larger or smaller.

• The magnifier icon can be used to launch a basic search of the destination list.

• The layers icon can be used to display a map background if desired, along with mapping options.

• The pin icon can be used to display all destinations, or display just the destinations listed in the table.

• The group icon can be used to group together points that are close to one another, or display each point individually.

1.5.4.3. The new destinations list¶

The destination list appears like this: Fig. 1.122

Fig. 1.122 Go to the Destinations list.

The destination list comprises:

1. a map showing the destination addresses

2. a table summarizing the information that is included and the fields to complete or adjust. This information can be changed on the page only if there are fewer than 300 destinations.

3. a New Destination button

4. a button to display all destinations on the map, or only the destinations visible in the table

5. buttons to expand or hide the table

6. a basic search engine and an advanced search engine

7. a filter on displayed table columns

8. selection of the number of rows to display

9. navigation from page to page

When you click on the New Destination button , a new destination can be created.

When you click on the Display all destinations button , all destinations are shown in the table and on the map. When you click on the Display only visible destinations button , only the destinations shown in the table are displayed on the map.

You can also use the Listing destinations table to:

• Find a destination on the map by clicking on its row in the table.

• Create a new destination by clicking on the “New Destination” button (see Create a destination from the destination list).

• Remove a destination from the list by clicking on the trash icon (you will be asked to confirm deletion).

• View the list of plans including the destination by clicking on . The following page is displayed: Fig. 1.123

Fig. 1.123 List of destination’s plans.

Each row expands to display an additional level of information when you click on the destination name. Fig. 1.124

Fig. 1.124 Destination row expanded.

You can fit the table to the full width of the page by clicking on the four-headed arrow .

When multiple destinations are selected, three buttons appear: - The Destroy selected button is used to delete multiple destinations with a single click. - The Edit selection button is used to add information on each destination in the selection. When you click this button, the edit selection modal window opens. Fig. 1.125

Fig. 1.125 Edit selection modal window.

• The Create Plan button is used to create a plan from the selected destinations. A modal window gives you the option to choose the vehicle configuration and name the plan. Fig. 1.126

Fig. 1.126 Create plan modal window

A confirmation window allows you to go directly to the plan you have created. Fig. 1.127

Fig. 1.127 Confirmation modal window to go directly to the plan

1.5.5.1. “Destination” section¶

The Editing destination page opens Fig. 1.128.

Fig. 1.128 Edit a destination.

1. Name: name of the destination.

2. Street, details, postal code, city, country: enter the destination address. Geocoding is automatic. The address is placed on the map.

3. Geocoding accuracy, latitude, longitude: if the geocoding result is incorrect, you can move the dot directly on the map to the desired location.

4. Telephone number: Telephone number allowing direct contact with the customer.

5. Comment: Required information for local tasks, such as a digicode, specific details about the site etc.

1.5.5.2. “Visit” section¶

Fig. 1.129

Fig. 1.129 Set up the visit.

The fields to be filled :

1. Reference (optional): a unique identifier from other business software.

2. Quantity (optional): fill in the quantity to deliver (needs to be consistent with Vehicle capacity).

   • Empty vehicle (optional): indicate whether this destination is an emptying point in the course of the route and, if so, how many units (0=complete).

   • Fill vehicle (optional): indicate whether this destination is mid-route filling point and, if so, how many units (0=complete).

3. Visit duration (optional): time spent at the customer’s premises.

Note

Visit duration is defined in Global settings. If the field Visit duration is empty, the visit duration value comes from “Global settings”.

4. Time window (optional): set the destination’s start and end time slots (slots taken into account during optimization calculations). You can set up to two time slots per visit.

5. Priority (optional): allocate a priority level to a visit between -4 (most subsidiary) to 4 (most essential). This enables you to extract the least urgent visits from your routes and include secondary visits during optimization only if time permits.

6. Tags (optional): enter a tag previously created (see chapter New Tag).

Confirm the information entered by clicking on the “Save Destination” button .

1.5.5.3. Pick-up and Delivery¶

1.5.5.3.1. Linking visits to one another¶

When you save a relationship in one direction, this generates a relationship in the opposite direction. For example, if destination B is the delivery visit for destination A, destination A will automatically become the pick-up visit for destination B.

On the destination sheet, the visit section (or visit sections where multiple visits are activated) provides the option to Link pick-up and delivery visits. When this link is clicked, the following buttons drop down Fig. 1.130 .

Fig. 1.130 Pick-up and delivery buttons.

Clicking on one of the buttons allows you to determine whether the visit is a delivery point, a pick-up point, or a pick-up and delivery point.

Fill in the field with the visit(s) to which it is linked.

For example, destination A has a collection visit for destination B. Destination B has a collection visit for destination C.

This is how Destination A is filled in: Fig. 1.131 .

Fig. 1.131 Destination A for pick-up and delivery.

This is how Destination B is filled in: Fig. 1.132 .

Fig. 1.132 Destination B for pick-up and delivery.

This is how Destination C is filled in: Fig. 1.133 .

Fig. 1.133 Destination C for pick-up and delivery.

The cross resets and unchecks everything.

1.5.5.3.2. Defining sequential links between visits¶

You can set sequential links between visits; for example, if one visit must directly follow another, or directly precede another, or take place between two specified visits.

This is how Destination A is filled in: Fig. 1.134 .

Fig. 1.134 Destination A sequence.

This is how Destination B is filled in: Fig. 1.135 .

Fig. 1.135 Destination B sequence.

This is how Destination C is filled in: Fig. 1.136 .

Fig. 1.136 Destination C sequence.

The cross resets and unchecks everything.

1.5.8.1. Create a tag¶

To access the “New tag” page, click on the “Destinations” menu. Select “Tags,” then “New tag”. Fig. 1.140.

Fig. 1.140 Create a tag.

The following page is displayed Fig. 1.141 :

Fig. 1.141 Edit a tag.

1. Enter a tag.

2. Enter a reference if necessary.

3. Choose a color.

4. Assign an icon, define its size.

Confirm the entry by clicking on the “Create Tag” button .

1.5.8.2. Edit a tag¶

From the Tags list, “Destinations” > “Tags”, click on the “Edit” button .

The following page is displayed Fig. 1.142:

Fig. 1.142 Edit a tag.

Edit the elements as you wish:

1. Tag name.

2. Tag reference.

3. The icon color.

4. Icon.

5. Icon size.

Confirm the entry by clicking on the “Save Tag” button .

1.5.8.3. Delete a tag¶

On the Listing tags, delete a tag by clicking on the “Destroy” button on the same row as the tag you want to delete.

To delete several tags at once, select by checking the box on the left of the rows of the tags to delete. Click on the “Destroy selected” button .

To delete every single tag, click on the check mark button |check mark_button| to select all tags. Click on the “Destroy selected” button .

1.5.8.4. Filter tags list¶

Above the table listing all the tags, to the right, there is a field where you can filter the data in the table. Once a character (or character string) is entered in that field, the filter becomes active and only data containing the character (or character string) will be shown in the table.