How to Optimize Shipments

Owned by Gord More (Unlicensed)
Last updated: Jun 22, 2021
6 min read

Table of Contents

How to Assign Shipments to Route/Driver
How to Route Optimize Shipments
How to Add/Hide Columns
How to Use the Map Window
Toolbar Buttons
Hide Unhide Toolbar
Right Click Menu
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How to Assign Shipments to Route/Driver

Before you optimize your shipments you need to assign them to a driver/route. To do this, please do the following:

  1. Import your shipments into IDS Route. For more information, please see: https://idsservices.atlassian.net/wiki/spaces/I2P/pages/2055831594

  2. Your shipments will now appear on the bottom of the screen

  3. Highlight all your shipments.

  4. Then right click your mouse

  5. and select “Allocate Driver”

  6. A dropdown will appear in the “Drivers” column

  7. select a driver/route from the dropdown

  8. Once you have selected your driver/route, all the shipments will be updated with your selection.

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How to Route Optimize Shipments

Once you have assigned your shipments, you can now Optimize them. To do this, please do the following.

  1. Select how you wish to optimize your shipments by ticking the boxes located across the bottom of the map

  2. Then select your shipments from the bottom of the screen

  3. Then click the “Route” button located on the top of the screen

  4. Once your shipments have been optimized a pop up will appear.



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How to Add/Hide Columns

You are able to hide or add columns to the shipment list located across the bottom of the screen

To do this:

  1. Click on the “View Settings” button in the Toolbar

  2. This will open up the “View Settings” tab

  3. To add a column to the shipment list tick the box beside it’s label

  4. To remove a column to the shipment list untick the box beside its label

  5. You can also untick all the columns by clicking the “select none” button

  6. Likewise, you can tick all the columns by clicking the “Select All” button

  7. When you are done, click the “Save Columns” button

  8. This will bring you back to the main window of the Route tab.

  9. If you need to make further changes, click on the “Settings” tab header

  10. This will bring you back to the “Settings” Screen.

  11. When you are done, on the “Settings” Screen, click on the close button.

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How to Use the Map Window

To change and use the map, you can use the buttons located in the top right hand side of the map.

To change the view, click on the top dropdown menu

  1. This will will open the following dropdown

  2. Road View is the default view.

  3. If you click on “Aerial” you will see an aerial or satellite view

  4. If you click on “Bird’s Eye”, you will see a 3D Image based view

  5. If you click on “Streetside”, you can drop a “person” onto a blue line on a street to see the street view

  6. To close “Birds Eye” or “Streetside” views, click on the X located in the top right of the map

  7. In “Aerial” and “Bird’s Eye” views you can turn off labels by sliding the “Label” slider to the left

  8. In “Aerial” and “Bird’s Eye” views you can turn back on labels by sliding the “Label” slider to the right

 

To center the map to your “general” location, click the “Locate Me” button

 

 

 

 

There are two ways to zoom in:

  1. Clicking the Zoom In button.

  2. If your mouse has a wheel, scroll the wheel away from you.

There are two ways to zoom out:

  1. Clicking the Zoom Out button

  2. If your mouse has a wheel, scroll the wheel towards you.

To move around the map:

  1. Left click your mouse and hold

  2. While continuing to hold down the left button on your mouse, move your mouse.

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Toolbar Buttons

  • Assigns a Driver/Route to the selected shipment(s)

 

  • Route Optimizes selected shipment(s)

 

  • Clears selection

 

  • Changes the selected shipments to a status of “Deleted”

 

 

  • Switches to the screen that allows you to hide show columns.

 

  • Opens this help article

 

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Hide Unhide Toolbar

By default, the toolbar is visible. To hide the toolbar, double click any white part of the toolbar.

If the Toolbar is hidden, it will look like this:

To unhide the toolbar, click on "view", then click on "Show Toolbar"

 

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Right Click Menu

If you right click the shipments located on the bottom of the Route tab, you will see this menu

 

 

 

  • Allocate Driver - allocates a driver/route to the selected shipment(s)

  • Clear Selection - clears your current selection.

  • Delete Shipment(s) - Changes the selected shipments to a status of deleted.

  • Route Shipments - Route Optimizes the selected shipments.

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