How to create a tray
This guide offers a quick overview of how to create tray.
Introduction
The purpose of trays feature is to streamline order management. Once you create trays and start using them, you have the option to automate the order assigning process. The automation is based on the settings you choose during tray creation.
Steps:
- Open the trays form. Follow article for more details: How to open the trays form
- Enter any name under 'Name' field. Follow article for more details: How to search trays by 'Name' filter
1. Assignment time:
- Enable the 'Auto Assign' button and select one of these options: 'Assign Continuously' or 'Assign Daily at a specific time.'
'Assign Continuously' means it will assign every 5 minutes, while 'Assign Daily' means it will assign at the selected time from the dropdown.
2. Assign using selected time window:
- Select either 'Time Window Start' or 'Time Window End' from the options.
The order will be assigned based on the Time Window Start or End specified in the order.
3. Bundling:
- Choose bundle pickups / delivery options. You can select both or one.
Means, after assigning an order to a tray, other orders with the same address and company name will automatically bundle and assign to a vehicle.
4. Trip optimizing:
- Open the dropdown and select either 'Standard Optimize' or 'Trip Optimize+'. Relevant fields will appear for you to fill in the information.
Standard Optimize: you have three conditions to choose from: 'If Empty' (optimize if the vehicle has no orders), 'Never' (no optimization), or 'Always' (optimize regardless of existing orders).
Trip Optimize+: additional fields become available, including 'Starting Point for Trip'," 'Ending Point for Trip', 'Select Overflow Tray' and an 'Observe Time Slots' checkbox. However, whether these additional settings apply or not still depends on the three conditions: 'If Empty', 'Never', and 'Always'.
5. Assign to:
- Select vehicle from 'Assign to' dropdown.
This is where your order will auto-assign from the tray. In this dropdown, you will see both vehicle and driver names displayed for selection.
- Click on 'CREATE TRAY' button.
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Updated on: 30/10/2023
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