In the MaxOptraSystem the Glossary form is used to keep the client's choice of transportation service, like: start and end points, time, type (delivery or collection) and amount of orders to be delivered. Orders can both be created manually as described below, and imported from the external system, as described in Order Import Process section and in the REST API section.
Each order within the system is given a unique order reference (ID). This ID assists with distinguishing orders and tracking them. The ID can be typed in manually in the Create order form or can be created by the system automatically.
Many parameters of an order affect the automatic planning:
Distribution centre and Location parameters define start and end points of a route;
Vehicle requirements define orders type and consequently the vehicles that can perform the transfer of these orders.
Priority and Stop sequence parameters are also important for the planning.
How to create an order
There are several ways of creating new orders in MaxOptra:
Under the Account Administrator or Dispatcher role go to the Orders tab and click Add at the bottom of the screen to open an order form.
OR
Under the Dispatcher role, go to the Planning screen and click the
icon on the Unplanned order list to open an order form. For more details, see Creating orders on the Planning screen.
2. The order form is displayed:
3. In the Order reference field, type the order ID. If the Order reference field is blank, the system will create an ID for the order automatically when you click Save. The format of the ID will be "mID_xxxxx_".
Note
Order reference should not include the «*» symbol if it is intended to use getOrderStatuses method (REST API) in future.
The order reference should be unique within the system. Corresponding validation will be performed.
From the Distribution centre dropdown, select the appropriate distribution centre from where orders should be delivered. This field is mandatory for selection, as it defines the start point of the route.
Note: If there is only one distribution centre in the System, it is selected automatically.
From the Priority dropdown, select the appropriate priority value. The Normal priority is stated by default.
In the Location field you need to specify the customer location or another address the order should be delivered to. To do this, type the Glossary name in the box required.
Note
You can validate the address using the map by clicking Search on map buttonto the right of the Location field, then simply click the appropriate point on the map.
OR
Using the geocoding system autocompleting, start typing the address part in the field and the appropriate address will be suggested automatically.
If the order type is collection then tick the Collection checkbox. Otherwise it will be considered as delivery.
If you need to specify order items within an order, click the Order items tab and fill out the order items form. For more details, see Order Items.
Specify other (optional) parameters of the order, if necessary. For more information about required and optional parameters of orders, see Order parameters.
Click Save. The order is created. To create a new order click Add and start the procedure anew by following the above mentioned steps.
Now that you have your orders created or imported into the system, you can start planning (see Planning with MaxOptra ).