Plans

At any time of planning, the plan can be saved or older plan deleted. After pressing the “Save” button, the user is asked to complete the basic information regarding the saved plan.

• Name – Plan is stored under the specified name. Names are mainly used to navigate the user in the list of plans
• Delivery date – The system pre-sets the next business day, but the user can set this value arbitrarily. The date is mainly used when comparing the plan with GPS tracking from vehicles.
• Lock plan – If this field is checked, the system itself will delete all the orders contained in the plan. The plan can be unlocked at any time by pressing the “Unlock” button to restore your orders.
• Send mails & SMSs – Check this box to automatically send informative mails and text messages to customers, drivers and carriers.
• Export routes to GPS provider – Planned routes will be sent to the GPS device if this is possible.

Saved older plans can be also opened. It is only necessary to set the time interval from which the plans are to be loaded and press the “Load” button and simply open it with the “Open” button.
Only unlocked plans can be opened.

The saved plan can be opened together with all others, e.g. late orders from the “Orders” sheet (plan view + Inbox). In this case, you must select the option “With unplanned stops” when opening
the plan.