Customer location parameters
In the MaxOptra System, new customer locations can be created as described in Creating and importing customer locations.
Customer location parameters are described in the table below.
Table 1 – Customer location parameters description
Parameter | Description | Mandatory? | Affects Automatic Planning? | How? |
Basic details | |||
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Name | Customer location name. If several customer locations are associated with the same customer, it is recommended to include the customer name as prefix to the location name. The usual way of naming customer locations when importing them into the System is "customer name_postcode". | Yes | No |
Customer location reference | A unique customer location identifier (customer location global ID), required for accurate identification of customer locations imported from external systems. For more information, see Customer Location ID. | No | No |
Description | Optional brief textual description of the customer location. | No | No |
Client Name | The name of customer employee which is the contact person for this particular customer location. | No | No |
Primary telephone number | Phone number of the person specified in the Contact Name field. | No | No |
Secondary telephone number | Phone number of the person specified in the Contact Name field. | No | No |
The email address of the person specified in the Client Name field. It is possible to specify several e-mail addresses to receive notifications. When specifying e-mail addresses in MaxOptra you should separate them using a semicolon - ; | No | No | |
Website | The customer location public website. | No | No |
Rate | A measure of the number of individuals or items moving out of a collective over a specific period of time. | ||
Location | |||
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Address | Customer location address can be filled by clicking the point on the map or by typing in any part of the address with automatic search by the integrated geocoding system. | Yes | Yes | Point of route. |
w3w location | In MaxOptra it is possible to use the What3Words address standard as an option to specify customer location and order location. What3Words (w3w) is a geocoding system that uses three permanently fixed words to identify any location with a resolution of 3x3 square meters. For example, the front door of 10 Downing Street in London is identified by | No | Yes | Point of route. If w3w location is selected, it takes priority over the Address parameter. |
Location is verified | This field is marked if a customer location is checked by user on the map and verified in the system. In the case a location is verified, the date and time of the last verification and the user name who last verified this location will be displayed next to the "Location is verified" field. | No | No |
Communication preferences | |||
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Allow notifications (by default) | Here you can select the default way you want to notify your customers about order delivery status: by SMS and/or by E-mail. This option is enabled by default. For details, see SMS/Email messages (Notification templates). | No | No |
Default time windows | |||
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Time of operations | Days of week and "from… to…" time for each day when the location is ready to deal with orders drop off. You can set the CL time of operation and change it, if necessary. For your convenience, use the buttons next to the time windows:
button to quickly clear the time window.  button to quickly clear the time window.  | No | Blank field means "any time is acceptable". | Yes | In case delivery time is not specified for the order when imported from csv file, the CL operation time will be used as the order operation time by default. |
Planning preferences | |||
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Preferred drivers | One or several drivers preferred or only accepted when delivering to the location. In the dropdown you can see the driver names and their DCs in brackets. | No | Blank field means "any driver is acceptable". | Yes | Only specified drivers will get orders for that customer location. If several drivers, the optimal (availability, price) one will be selected. |
Vehicle requirements | Vehicle requirements specify vehicle types that can service this customer location. For example, if a customer location does not have a loading dock, it may require a vehicle equipped with a tail lift. | No | Yes | Only specified vehicles will be planned to deliver orders to this customer location. |
Operation duration | |||
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Fixed time per address | The additional time (in minutes) to get to a customer | No | Yes | This time is added to the operation duration. |
Fixed time per order | The fixed operation time for each order at a customer location. Drop off duration = Fixed time per order + Variable duration per capacity unit delivery. The same parameters are defined for the entire account. If specified both for account and for the particular customer location, the customer location values take priority. | No | Yes |
Variable duration per capacity unit delivery | The time for drop of one capacity unit at a customer location. | No | Yes |
Variable duration per capacity unit collection | The time for pickup of one capacity unit at a customer location. | No | Yes |