Support Center

What is an Order?

Last Updated: Oct 12, 2016 07:39PM CEST
For how to import Orders into WorkWave Route Manager see either Add a Single Order or Import with Excel.

An Order is a Shipment, a Stop, a Call, or a Visit. It is where you are sending your Driver, what they are Picking up or Dropping off, what Skills/Tags he or she will need there, the Time they need to be there, Notes for the visit (as well as much, much more).

An Order can be made up of nothing more than an Address and a Service Time. With that little bit of information, a route can be created. You could also make it far more complex.

 
 
 
 
 
Required
  • Pickup: a stop where you add something to your Vehicle’s load
  • Dropoff: a stop where something is coming off of your Vehicle
  • Service: Your Vehicle is visiting a stop to perform a service, repair, or a general visit.
Name
Optional
What you’ll call this Order. It can be a store name, a person, a call number, or anything else that will help you or your office.
Optional
The date by which you can service an Order
  • On - Serve the Order only on a specific date
  • By - Serve an Order by a date and no later
  • Any - Serve an Order anytime it is efficient
Optional
The day this Order has to be served on or by. You can set a specific day or a deadline for the system to route the Order. Select “any” to leave it open for the best possible day.
This is a real calendar system - so specify the real days you’d like to assign your Orders
Example:  
  • Order 1: Date = July 1
  • Order 2: Date = July 2
  • Order 3: Date = July 3
  • Order 4: Date = July 4
  • Order 5: Date = July 5
  • Order 6: Date = July 6
  • Order 7: Date = July 7
 
A recurring Order that needs to be visited every Monday for a whole month would be split into multiple Orders (one for each day) and look like this:
 
  • Order 1A: Date = July 6
  • Order 1B: Date = July 13
  • Order 1C: Date = July 20
  • Order 2A: Date = July 6
  • Order 2B: Date = July 13
  • Order 2C: Date = July 20
     
    This can also be accomplished with the use of Tags
Optional
The Cargo, Freight, Product, or People that are picked up or dropped off at each location. You can define up to five different Load factors and give them the names you’ll use. Just assign the amount that will be worked within each Order.
 
Examples Include (but any Load unit can be specified):
  • Goods
  • Patients
  • Pallets
  • Weight
  • Stops
Optional
You can define a specific Vehicle that is required to visit this Order.
Optional
By assigning Importance to an Order you let the route planner know what you need to be served if some Orders need to be left off of the route plan due to lack of resources or constraint incompatibility. The values used are:
 
  • Lowest
  • Lower
  • Normal
  • Higher
  • Highest
Optional
The address or latitude, longitude of the Order. You will want to include the Road, City, State, Country, and Zip Code for the best results. Otherwise, you can also pick a spot on the map with our Advanced Geocoding feature.
 
More information is available here: How do I improve address recognition?
Optional
The time your Driver will spend at the address. This can be expressed in HH:MM format. One hour would be 01:00. 30 minutes would be 00:30.
Optional
Tell the planner the earliest and latest times your Driver can arrive at the Order. Service is eligible to start anytime in those windows.
 
Example:

Time Window Start = 8 AM
Time Window End = 9 AM
 
The Vehicle must arrive no earlier than 8 AM and no later than 9 AM.
 
You can define up to two Time Windows.
 
Accepted Time Window Formats:
 
  • 6 PM
  • 6:00 PM
  • 06:00 PM
  • 18:00
Optional
An Exception to your Normal Day's Time Window. 

This can be used when you have a range of dates the Order can be served on but a specific day may need a different Time Window. 

Example:

The Order can be done any day from Mon-Fri.

Mon-Thurs: The Order can be served between 9am-12pm

Friday: It can only be served from 2pm-5pm

 
Each Exception can have two sets of Time Windows and a total of 3 Exceptions per Order.
 
Optional
If your Orders require special equipment or experience in Order to serve them you can tell the planner here. Route Manager will only let Vehicles that possess those tags go to the Order.
Optional
The opposite of a Required Tag. If you need to tell the Route Planner to NOT send a Vehicle to a location you identify that characteristic here.
Optional
Extra information you want to give your Driver. This will be included in the Driver’s instructions but not used to decide where an Order will be placed on the route.
Optional
Like notes, these fields are used to give extra information to your Drivers without affecting the route. They can be anything you’d like. Some examples are:
 
  • Phone Number
  • Freight Bill
  • Gate Code
  • $ Owed
  • Call Ahead (Y/N)



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