Route planning
Route planning turns the shipments that travel with your own vehicles into a day's driving. You put shipments on a route, give it a vehicle, a driver and a departure date, put the stops in order, save it and approve it. After that, warehouse staff load the route and the driver delivers it in the driver app. The route status follows what they scan.
Where to find it: Logistics → Planning → Routes lists every route. Logistics → Planning → New route opens the planner with an empty route.
When you'll use it
- Planning tomorrow's deliveries for your own vehicles.
- Putting the stops of a day into an order a driver can drive.
- Checking how far a route has got: what was delivered, what is still ahead, where the vehicle is.
- Printing the parcel labels, the consignment notes and the driver's list for a route.
- Updating a route after a customer changed the delivery address.
- Putting a shipment that could not be delivered onto another route.
- Closing a route that the driver did not close.
Key concepts
Route — one vehicle, one driver or a crew of drivers, a departure point and date, and an ordered list of stops. See route in the glossary.
Stop — one visit to one address. Adding a shipment to a route creates two stops: Loading, where the goods go onto the vehicle, and Delivery, at the customer. Loading happens where the shipment is picked up, normally your warehouse. A customer return works the other way round: Return pickup at the customer and Return drop-off at your warehouse. Shipments that share an address are shown as one stop with several shipments in it.
Custom stop and break — a stop you add yourself, with no shipment behind it. A Custom stop is a place with an address, for example fuel, a transfer or a service visit. A Break has no address and only takes time. See custom stop in the glossary.
Backlog — the strip at the bottom of the planner. It holds the shipments that wait for a route: shipments with the Own transport delivery method that are not on a route and have the status Pending, Planned or Not delivered. Shipments sent with a courier or another carrier never appear here. See delivery methods.
Delivery window — the time range you promise the customer for a stop. The planner calculates it from the arrival time and the window length in the schedule parameters. You can also set it yourself. See delivery window in the glossary.
Planner and preview — a route has two screens. The planner is where you build and change the route. The preview shows the route, its progress and the vehicle on the map. You approve the route, print its documents and close it in the preview. Clicking a route in the list opens the preview.
Capacity indicators — two bars at the right end of the resource bar, in the planner and in the preview. Load compares weight in kg. Vol. compares volume in m³. Each bar compares the largest load the vehicle carries at any moment of the route with the vehicle's limit: a loading stop adds goods and a delivery takes them off. A bar is green below 80%, amber from 80% and red above 100%. A bar appears only if the vehicle has that limit in its Fleet record. Going over a limit is a warning. It never blocks saving or approving.
Route statuses
| Status | What it means | How a route gets there |
|---|---|---|
| Planned | Saved, still being worked on. | You click Create route in the planner. |
| Approved | Checked and final. Drivers get a notification, and you can notify customers. | You click Approve route in the preview. |
| In progress | Loading or delivery has started. | Automatically at the first loading scan, or when the driver taps Start route in the app. |
| Completed | Every delivery and every custom stop is done. | Automatically after the last stop, when the driver taps Complete route, or when you click Close route in the preview. |
| Cancelled | Called off. Its open shipments went back to the backlog or to the warehouse. | You click Cancel route in the planner. |
You can change a Planned or Approved route in the planner. Saving changes to an approved route keeps it approved.
A route that is In progress, Completed or Cancelled opens in the planner read-only, with the banner Route is …, so changes are locked. On a route in progress you can still notify customers, mark a delivery as not delivered, take off a shipment that is not in the vehicle, and cancel the route. Back to preview in the banner returns to the preview.
Fixed time and fixed position
Two settings keep a stop in place. They fix different things:
| Fixed time | Fixed position | |
|---|---|---|
| What it fixes | The delivery window the customer expects. The arrival is counted from its start. | The stop's place in the order. |
| How to set it | Click the window chip on the stop card. It says Set time range when no window is set. Choose the start and the end. The card shows fixed time. | Click the pin button on the stop card (Lock stop position). The card shows fixed position. |
| What Optimize order does | Plans the rest of the route around that time. | Leaves the stop where it is. |
| How to remove it | Click the small × next to the window chip. | Click the pin button again (Unlock stop position). |
A stop can have both, one or neither. You can also set both from the map: right-click the stop and choose Set time range or Lock stop position.
The departure point
Every route starts from a departure point. The planner counts the return time back to the same point. Click the Departure chip to choose it:
- Company warehouse — the menu lists your warehouses with their addresses. Click one. A tick marks the chosen warehouse. With more than six warehouses, a search field appears above the list.
- Custom address… — a window with a map opens. Type an optional place name and the address, then click Check address. You can also click the map to place the point. Drag the pin to the exact spot if needed, then confirm with Yes, save.
The departure point needs a position on the map. If the chosen warehouse has none, the chip turns amber and the planner shows The warehouse has no location. Click Set location next to it. Complaia looks the warehouse address up and saves the position in the warehouse record. If the warehouse has no address at all, Complaia opens the warehouse settings instead.
In the advanced warehouse mode, the menu also has the link Warehouse not listed? Add a new one. It opens the warehouse settings.
Schedule parameters
The Parameters chip holds the figures the planner uses to estimate arrival times. They are saved with the route.
| Field | Default | What it does |
|---|---|---|
| Break every (min) | 360 | Driving time after which the planner suggests a driver break. Only driving counts, not time at stops. |
| Break length (min) | 45 | How long the suggested break lasts. The break goes before the leg that would go over the limit. Zero in either break field turns breaks off. |
| Loading (min) | 12 | Time at a loading stop. Each further shipment at the same stop adds 2 minutes at a warehouse and 4 minutes anywhere else. |
| Delivery (min) | 16 | Time at a delivery stop. Each further shipment at the same address adds 5 minutes. |
| Earliest delivery | 08:00 | A driver who arrives earlier waits until this hour. Stops with their own delivery window are not changed. |
| Latest delivery | 18:00 | Stops that do not fit before this hour move to the next day. Set both hours the same to switch the limit off. |
| Window length at the customer | 2 hours | How wide the delivery window promised to the customer is. |
Under the fields the planner shows an example: The driver will arrive between … and ….
With two or more drivers on the route, the planner uses double crew rules automatically: breaks are rarer and shorter, stops are quicker, and the allowed working time is longer. The driver chip then says Crew.
The screens
Route list
Logistics → Planning → Routes shows one row per route, with these columns:
- Route — name and number;
- Status — with the extra badge Address changed when a shipment address changed after the route was saved, or Point changed when only its point on the map moved (see Update stops after an address change);
- Driver;
- Vehicle;
- Progress — stops done out of all stops, with a bar. Several shipments at one address count as one stop;
- Start date — the departure date;
- Created.
Cancelled routes are hidden until you click Show cancelled. The button then says Hide cancelled. Use the filter panel to narrow the list by route name, status, driver, vehicle, start date or creation date.
New route opens the planner. Clicking a row opens the route preview. To open it in a new browser tab, click the row with the middle mouse button, or hold Ctrl (Cmd on a Mac) while you click.
Route preview
The preview shows the same picture as the planner, without the controls that change the route:
- Top bar — the path back to the route list, the route name and its status, with these buttons:
- Refresh;
- Documents — see Print the route documents;
- Approve route — only until the route is approved;
- Reset loading — only when loading was scanned and nothing was delivered yet (see Reset the loading of a route);
- Close route — only on a route in progress (see Close a route);
- Open in planner.
- Address banner — only when a shipment address changed after the route was saved. It lists the changed stops and has the button Recalculate stops.
- Resource chips — vehicle, driver or crew, departure point, departure date and the schedule parameters. You cannot change them here. A missing vehicle, driver or date is marked in amber.
- Map — the stops in order and, while the route is under way, the position of the vehicle.
- Route panel — how many stops have no position on the map, the total cash on delivery the driver collects, the value of the goods on board, the number of shipments and a progress bar. Under it is the Route stops list. Each stop shows what was done, for example Delivered, 2 of 3 handed over, the recipient's signature or a delivery photo.
- Timeline — along the bottom, after the first scan or vehicle position has arrived. It has a Plan lane and an Actual lane. Click the timeline to see the route as it was at that moment. The play button replays the drive at the speed you choose, and Skip idle jumps over stretches where nothing happened. Now returns to the live view.
While a route is approved or in progress, the preview refreshes itself, so you can leave it open. When you come back to the browser tab, it refreshes at once.
Complaia keeps the path the vehicle drove for 14 days after the departure date. After that the preview no longer shows where the vehicle drove. Scans and deliveries stay.
📷 Screenshot to add: the route preview of a route in progress, with Documents, Close route and Open in planner in the top bar, the vehicle marker on the map, the stop list with progress and the timeline at the bottom.
Planner
- Top bar:
- the path back to the route list and, for an existing route, to its preview;
- the route name. Click it to rename the route;
- the status. A new route shows Draft · unsaved;
- an Unsaved badge, when an existing route has changes that are not saved;
- the buttons Optimize order, Undo (after an optimization), Create route or Save changes, Notify of delivery (approved routes and routes in progress only) and Cancel route (saved routes that are not completed or cancelled).
- Resource bar — five chips: Vehicle, Driver (it says Crew with two or more drivers), Departure, Departure date and Parameters. A chip that is still missing has a warning icon and an amber outline. The capacity indicators are at the right end. The question mark next to them explains where the limits come from.
- Map — the route's stops, and the backlog shipments as pins coloured by how close their deadline is. The legend explains the colours.
- A card at the top of the map shows the next thing that is missing, with a button that opens the right menu.
- Click a pin to add that shipment to the route.
- Right-click a stop to move it up or down, set its delivery window, set its stop duration, lock its position or remove it.
- Right-click an empty spot to Add a stop here.
- Buttons on the map show or hide the backlog pins, and group pins that are close together.
- Route panel:
- a summary: distance, driving time, return time, the number of days when the route needs more than one day, total cash on delivery and the number of shipments;
- warning chips such as 2 out of window, Over capacity, Driver busy (1) or Vehicle busy, or No conflicts when everything is in order;
- the Route stops list, with the buttons Add stop, Reverse and Clear all.
- Backlog — along the bottom:
- a counter of all waiting shipments and a search box;
- a sort list with Route proximity, Delivery date and Cash on delivery, and a button that switches between ascending and descending. By default the backlog is sorted by delivery date;
- Filters, where you combine conditions such as delivery city, customer, deadline, weight or parcels. When filters hide shipments, a dark badge next to the button shows how many;
- buttons to enlarge, restore or collapse the strip. On screens narrower than about 1280 pixels the backlog starts collapsed. Click its bar to open it;
- one card per shipment, with the number, customer, cities, deadline and parcels. Markers show a return, a claim, cash on delivery, an address not found on the map, a missing or wrong e-mail, and earlier attempts such as Not delivered · attempt 2. Buttons on the card open the shipment or the order in a new tab.
📷 Screenshot to add: the planner with a few stops: resource bar, map with backlog pins and the next-step card, route panel with stop cards, backlog strip at the bottom.
Common tasks
Build a route
- Open Logistics → Planning → New route. The route gets a default name with today's date. Click the name to change it.
- Add shipments. Click a card in the backlog, or click a shipment's pin on the map. Each shipment adds its loading stop and its delivery stop.
- To find the right shipments, use the search box, the sort list and Filters.
- Route proximity puts first the shipments nearest to the stops you already have, not nearest to the warehouse.
- Click Vehicle and choose a vehicle. The list shows how many vehicles are free and busy. A vehicle that is on another route at the same time is marked BUSY and cannot be chosen.
- To add a vehicle, click Vehicle not listed? Add a new one. at the bottom of the list. The fleet opens in a new tab. When you come back, the new vehicle is at the top of the list, marked NEW.
- Click Driver and tick one or more drivers. Busy drivers cannot be chosen. Only users with the driver permission are listed. See Fleet.
- Click Departure and choose where the route starts. See The departure point.
- Click Departure date and set the date and hour. Return date fills itself in from the schedule. If you change it by hand, Auto brings the calculated value back.
- Put the stops in order. See Put the stops in order.
- Click Create route. The route is saved as Planned, its shipments change to Planned, and the preview opens.
While you work, the card at the top of the map shows one missing thing at a time, for example Add the first stop, Set the departure date or Choose a vehicle. Its button opens the right menu. Dots on the card show how many steps are left.
To save, a route needs a name, at least one stop and a departure date. Its vehicle and drivers must be free at that time. You can save without a vehicle and a driver. You need them to approve the route and to load it.
Stops with a problem
A stop or backlog card can have a marker. None of these markers stops you from saving.
- A red marker with a crossed-out pin says the address was not found on the map. Click it to look the address up again. If that fails, a window opens where you correct the address or place the point on the map.
- No email or Bad email — the customer cannot be notified. Correct the delivery contact on the shipment.
- After the window — the planned arrival is later than the delivery window you set. Before the window — the driver arrives early and waits.
- A red marker with the driving time says the driver cannot reach the stop within its delivery window. Change the order or widen the window.
Add your own stop or a break
- In the route panel, click Add stop. You can also right-click the map and choose Add a stop here, or click Insert a stop here between two stop cards.
- Choose Custom stop for a place with an address, or Break for a rest on the way.
- Fill in Place name and how many minutes the stop takes. A custom stop starts with 15 minutes, a break with 45.
- For a custom stop, click the Address row. A window with a map opens. Type the address and click Check address, or click the map to place the point. Check the pin and confirm. If you started from the map, the address is already set.
- Click Add stop, or Add break for a break.
The new stop goes to the end of the route. If you started between two stop cards, the form shows the position the stop will take, with a link to add it at the end instead.
The planner also suggests driver breaks between stops (Driver break, Suggestion), based on the schedule parameters. Click Add stop on a suggestion to turn it into a real stop of the route.
Put the stops in order
- By hand — drag a stop card up or down, or right-click the stop on the map and choose Move up or Move down.
- The planner does not check an order you make by hand. Keep each delivery after its own loading stop.
- Moving a stop by hand removes its fixed time. Its delivery window stays, so the planner still warns you when the arrival falls outside it.
- Automatically — click Optimize order and confirm.
- The planner looks for the shortest order and keeps each delivery after its loading. Stops with a fixed position or a fixed time stay where they are. The window tells you how many such stops the route has.
- If nothing can be improved, Complaia says The route is already optimal.
- Undo puts the previous order back, until you change the route again.
- The button needs at least two stops.
- Reverse — runs the route the other way round. If some stops have a fixed time, Complaia asks first: fixed times are removed and delivery windows stay.
- Clear all — removes every stop after you confirm. The shipments go back to the backlog.
Nothing you rearrange is stored until you save.
Save changes to an existing route
- Open the route from the list and click Open in planner.
- Make the changes. The Unsaved badge appears next to the name.
- Click Save changes and confirm. The route is saved and the preview opens.
If you leave the planner with unsaved changes, Complaia asks you first: Stay on the page or Leave without saving.
Saving an approved route keeps it approved. A driver you add to an approved route gets a New route notification. If the new plan moves a delivery time, the customer may have to confirm it again (see Tell customers when to expect their delivery). Saving also copies the current shipment addresses into stops that have not started (see Update stops after an address change).
Approve a route
- Open the route preview: click the route in the list, or save it in the planner.
- Click Approve route and confirm.
The button works only when the route has a vehicle, at least one driver and a departure date. Until then it is greyed out, and its tooltip lists what is missing. Capacity warnings, late stops and missing e-mail addresses do not block approval. The decision is yours.
After approval:
- the delivery windows from the plan become the windows your customers see, in delivery messages and on the tracking page;
- each driver on the route gets a New route notification on their phone;
- Notify of delivery becomes available in the planner;
- the Approve route button disappears. A route is approved once.
Approving does not send anything to customers. Drivers see the route in the mobile app from the moment it is saved.
Print the route documents
In the route preview, click Documents and choose:
- Print labels — the parcel labels of every shipment on the route. Warehouse staff scan them at loading and the driver scans them at delivery. Only closed parcels have labels.
- Generate CMR — the CMR (the international consignment note). The file has four copies for each shipment: for the sender, the consignee, the carrier and the archive.
- Driver manifest — the driver's list of delivery stops, with the delivery windows, what to deliver, cash on delivery and notes.
Each document opens as a PDF in a new browser tab. If the browser blocks new tabs, the file downloads instead.
Tell customers when to expect their delivery
- Open an Approved or In progress route in the planner.
- Click Notify of delivery and confirm. Customers whose shipments still wait for loading (status Planned) receive an e-mail that asks them to confirm the delivery time.
The confirmation window also mentions text messages. Complaia sends e-mails only.
A message then tells you how many notifications went out. Each delivery stop shows Notified and the customer's answer: Awaiting, Confirmed or Declined. Hover over Declined to see the reason.
A stop shows Needs confirmation when the time changed after the customer answered. This happens when you change a delivery window you set, when a calculated time moves by 20 minutes or more, or when the shipment moves to another route. Click Notify of delivery again for those customers.
What the customer receives, and how to switch the messages on, is described under Deliveries and notifications and confirming the delivery date.
Hand the route to a driver
Drivers work in the Complaia mobile app, not in the browser. A saved route appears under My routes for every driver chosen in the Driver chip. A route with several drivers appears for each of them.
When you approve the route, each driver gets a New route notification, if their phone accepts notifications from the app. A driver added later to an approved route or to a route in progress gets it too. Everything the driver does in the app is described in The driver app.
Follow a route that is under way
- Loading. Warehouse staff scan the route's parcels onto the vehicle: on Warehouse → Order handling → Loading in the browser, under Route loading in the mobile app, or on a POS (point of sale) terminal. See Loading. Loading needs a vehicle and a driver on the route. The first scan moves the route to In progress.
- Delivery. The driver can start the route only after loading is complete. Then the driver works through the stops in the driver app: scans the parcels, collects proof of delivery and, where needed, the cash.
- Watching. Open the route preview. The stop list shows what is done, the map shows the vehicle, and the timeline compares the plan with what happened.
- End. When the last delivery or custom stop is done, the route becomes Completed. A delivery with cash on delivery counts as done only after the driver confirms the cash. The driver can also close the route in the app. If nobody closes it, see Close a route.
Update stops after an address change
A stop keeps the address it had when the route was saved. If someone later changes the delivery address or the pickup warehouse of a shipment on the route, the route does not change by itself. Complaia shows the difference instead:
- the route list shows Address changed next to the status, or Point changed when only the point on the map moved;
- the route preview shows a banner with each changed stop, its old address and its new address;
- everyone with the Planning and route operations: Edit permission gets a notification in the app when an address changes.
This applies to routes that are Planned, Approved or In progress. To take over the new addresses:
- Open the route preview.
- In the banner, click Recalculate stops and confirm.
The stops get the current addresses. The order of the stops stays. On a planned or approved route, arrival times change only when you next save the route in the planner. If the route is approved or in progress, the driver gets a notification with the new address. A stop the driver has already started keeps the old address, and Complaia tells you which one.
Saving the route in the planner has the same effect on every stop that has not started.
📷 Screenshot to add: the route preview with the address banner listing one changed stop (old address → new address) and the Recalculate stops button.
Deal with a delivery that failed
The driver reports a failed delivery in the app, with a reason. On a route in progress you can do the same in the planner:
- Open the route in the planner.
- On the delivery stop, click the not-delivered button (Not delivered, or Not collected for a return pickup). On a stop with several shipments, open the stop and use the button in the shipment's row.
- Choose the reason, add a note if you want, and click Mark not delivered.
Complaia then:
- takes the shipment and its stops off the route;
- gives the shipment the status Not delivered and puts it back into the backlog, marked Not delivered · attempt 1. Hover over the marker to see the reason and the note;
- keeps the attempt in the shipment's history.
To deliver it again, add the card to another route like any other shipment. If the customer took only some of the parcels, the rest appears in the backlog as a separate shipment, marked Partial delivery with the number of parcels. Hover over the marker to see the original shipment.
The goods come back on the vehicle. The warehouse takes them in on the Route returns screen.
Take a shipment off a route in progress
Sometimes a shipment stays in the warehouse although its route has left, for example because it did not fit in the vehicle. You can take it off the route:
- Open the route in the planner.
- On the delivery stop, click the remove button (Remove from route) and confirm. On a stop with several shipments, open the stop and use the button in the shipment's row.
The shipment goes back to the backlog with the status Pending, ready for another route.
This works only when the shipment's goods are not in the vehicle. If its parcels were scanned at loading, undo those scans at the loading station first. If the goods really travel in the vehicle, mark the delivery as not delivered instead.
Reset the loading of a route
Use this when a route was loaded by mistake, or must be loaded again, before anything was delivered.
- Open the route preview. Reset loading shows on an approved route or a route in progress that has loading scans and no delivery yet.
- Click Reset loading. The window tells you how many boxes go back to stock and where: the warehouse and the segment.
- Confirm.
Complaia removes the loading scans. Boxes that already left stock go back to stock, and the shipments wait for loading again. If nothing else on the route was scanned, the route goes back to Planned, so approve it again.
After the first delivery on the route, a reset is no longer possible. Mark the shipment as not delivered and take the boxes in on Route returns.
Close a route
Normally a route closes itself after the last stop, or the driver closes it in the app. If a route stays In progress, for example because the driver forgot, close it from the office:
- Open the route preview and click Close route.
- Read the window. If shipments were not delivered, the window lists them and says what will happen to each one.
- Click Close route in the window.
The route becomes Completed and can no longer be changed. The driver cannot scan new deliveries on it. Undelivered shipments are settled:
- a shipment with goods in the vehicle gets the status Not delivered. Its boxes wait for the warehouse on Route returns;
- a shipment without goods in the vehicle goes back to Pending and to the backlog;
- a return that was not collected goes back to the backlog. A collected return stays as it is until the warehouse takes it in.
Cancel a route
- Open the route in the planner.
- Click Cancel route and confirm.
You can cancel a route that is Planned, Approved or In progress. The route becomes Cancelled and disappears from the list. Click Show cancelled to see it. Its shipments are not cancelled:
- delivered shipments stay delivered;
- a shipment with goods in the vehicle gets the status Not delivered. Its boxes wait for the warehouse on Route returns;
- the other shipments go back to Pending and reappear in the backlog;
- a collected return stays as it is until the warehouse takes it in.
A message tells you how many shipments went each way. A cancelled route cannot be reopened. Build a new one. To call off a delivery completely, cancel the shipment itself.
When it doesn't work
| What you see | Why | What to do |
|---|---|---|
| Create route is grey and the map card says Add the first stop | The route has no stops. | Add a shipment or a custom stop. |
| The map card says Set the departure date | The route has no departure date. | Click Departure date and set it. |
| The map card says Name the route | The name field is empty. | Click the name in the top bar and type one. |
| The map card says The vehicle is busy or The driver is busy | The vehicle or the driver is on another route at an overlapping time. The card names that route. | Choose another vehicle or driver, change the dates, or free them on the other route. |
| A vehicle or driver in the list is marked BUSY and cannot be chosen | It is on another route at an overlapping time. | Change the departure date, or choose another one. |
| The driver list is empty | No active user has the driver permission. | See Fleet. |
| Approve route is grey and the tooltip says Add … to approve the route | The vehicle, the driver or the departure date is missing. | Click Open in planner, fill in the missing chip, save, then approve. |
| Cannot approve: no departure/return date. | The route has no return date. | Open the route in the planner, click Auto next to Return date, and save. |
| You do not have permission to set this route status. after Approve route | Approving a route needs the Planning and route operations: Edit permission. | Ask for the permission to be added to your role. |
| Route is …, so changes are locked. | The route is in progress, completed or cancelled. | Build a new route for whatever is still to be delivered. On a route in progress, use Not delivered or Remove from route. |
| Optimize order is grey | The route has fewer than two stops. | Add more stops. |
| The order cannot be recalculated without moving stops that have a fixed position or a fixed time… | The fixed stops would force a delivery before its loading. | Release the position or the time on one of them and try again. |
| 2 stops without geolocation on the map | Those addresses were not found, so they are not on the map and have no arrival time. | Click the button in that message to look the addresses up again, or click the marker on the stop. If that fails, correct the address on the shipment. |
| A red note in the date menu says the return date is earlier than the departure date | The return date was changed by hand and is now before the departure. | Click Auto next to Return date, or correct it. |
| Not sent: delivery notifications are disabled in the company’s delivery settings. | Customer messages are switched off. | Switch them on under Logistics → Deliveries and notifications. |
| Not sent: customers have no email or phone on file. | No shipment on the route has a contact the message could go to. | Add the recipient's e-mail on the shipment. |
| No recipients to notify. | Only shipments that still wait for loading get the message, and the route has none. | Nothing to do. Messages go out only before loading. |
| Nothing to print: no shipment on this route has parcels. | Labels exist only for closed parcels. | Pack the orders first. See Order packing. |
| A document downloads instead of opening | The browser blocked the new tab. | Open the downloaded file, or allow pop-ups for Complaia. |
| A shipment has disappeared from the route | The driver reported the delivery as failed. | Find it in the backlog and add it to another route. |
| A loading scan is refused: Loading needs a driver and a vehicle on the route… | The route has no vehicle, no driver, or neither. | Choose them in the planner, save, and scan again. |
| The driver app shows Deliveries unlock after loading instead of Start route | Loading of the route is not complete. | Finish loading. See Loading. |
| Remove from route is refused: The goods of shipment … are in the vehicle… | The shipment's parcels were scanned at loading. | Undo the loading scans first. If the goods really travel in the vehicle, mark the delivery as not delivered. |
| Reset loading is refused: Loading can be undone only before the first delivery on this route. | The driver has already delivered something. | Mark the shipment as not delivered and take the boxes in on Route returns. |
| Address changed next to a route in the list | A shipment address changed after the route was saved. | Open the route and click Recalculate stops. See Update stops after an address change. |
| After Recalculate stops, a message says some stops are unchanged | Those stops had already started, or the route changed in the meantime. | Tell the driver about the new address directly, or refresh the preview and try again. |
Permissions
| To do this | You need |
|---|---|
| See the route list and the route preview, print documents | Planning and route operations: View |
| Create a route | Planning and route operations: Create |
| Open an existing route in the planner | Planning and route operations: Create or Planning and route operations: Edit |
| Save changes, approve, notify customers, cancel, close, reset loading, recalculate stops, mark a delivery as not delivered, take a shipment off a route | Planning and route operations: Edit |
| Get a notification when an address on a route changes | Planning and route operations: Edit |
| Load a route in the warehouse | Route loading |
| Deliver a route in the mobile app | Driver: delivery and proof of delivery on own routes |
| Add a vehicle from the vehicle list | Fleet: Write |
| Add a driver account | Users: Create |
The menu item New route needs Create. A user with only Edit opens the planner with Open in planner on an existing route. See Roles & permissions.
Related
- Shipments — what goes on a route
- Deliveries and notifications — proof of delivery, customer messages and the tracking page
- The driver app — the route from the driver's side
- Fleet — vehicles, their capacity, and who counts as a driver
- Loading · Route returns · Warehouses
- Event log — who created, changed, approved or cancelled a route
- Glossary — route, backlog, shipment, proof of delivery, delivery window