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.

  1. Go to Web App > Day Plans.
    Based on how the menu is configured by the App Builder, you may find DAY PLANS under more54 baseline more horiz black 48dp sub-menu.
  2. Navigate to a date using Previous baseline chevron left black 48dp, Next baseline chevron right black 48dp, and the Calendar baseline calendar today black 48dp buttons.
    Createa Day Plan 1
  3. In the left side, select an employee.
    Createa Day Plan 2
  4. Click the OPTIMIZE ROUTE button.
    Optimizea Day Plan 1
  5. Select the customer you would like to visit first and then click OK.
    Optimizea Day Plan 2
  6. Optional: Select a different customer from the first customer pop-up menu and click Change.
    Optimizea Day Plan 3
    Numbered markers and the order in which the customers are shown in the right panel indicate the order in which customers should be visited.
  7. Click OK to save the optimized route and close the optimization popup.
  8. Click SAVE.