New trip

NEW TRIP

Depending on the on-board computer and its instruction set, you can create planning items with a trip or place as the top level.

A new trip can be created, starting from the vertical Toolbar, the Modules drop-down list in the top left corner, the Planning overview or the Vehicle Follow-up module.

CREATING A NEW TRIP

Trip information
Name	The trip name is a mandatory field, even if your planning does not contain a trip level.
Vehicle	Select the vehicle to which you want to send the planning. This is also a mandatory field.
Trip start date	Start date and hour of the trip.
Comment	Free comment field.
Sales price	The sales price for the entire trip.

Once you have completed these fields you can start completing the place information.

Place information
Dispatcher display	The place name that will be shown in the home base software.
Driver display	The place name that will be shown on the driver's on-board computer.
Telephone	This field is only available if the vehicle is equipped with a voice kit. Make sure the number starts with "+", preferably followed by the country code.
Comment	Free comment field.

Planned time of arrival	The planned time of arrival at the selected place.
ETA alarm*	Check this checkbox and define after which delay you want to receive an alarm. When this option is selected, the planned time of arrival is compulsory.
Activity	Select the activity to be performed at this place. The activity icons can be modified under Settings > Management > Activities / Registrations.
Max. duration activity*	Define the maximum duration of the selected activity. If the duration is exceeded, you will get an alarm. This value must be a multiple of 5.

Location*	Assign a precise position to the selected place. This can be an address or a company POI.
GeoFencing alarm*	Check this checkbox if you want to assign a GeoFencing alarm to the location. This is a standard GeoFencing alarm when entering the GeoZone.
Radius*	Define the radius of the GeoZone in metres.
Route*	Assign a new or an existing route to get to the selected place. Click here for more info.

Customer code	If necessary, you can add the customer code.
Customer name	If necessary, you can add the customer name.
Shipper code	The shipper code is the code of the delivery company your vehicle is driving for.
Sales price	The sales price for the selected place.

* When selecting a TX-SMART vehicle, these fields are not available.

Add places and products to your planning with the buttons in the lower left corner of the window: Add place / Add product / Duplicate the selected item.

When adding a product, the Product information fields are made available:

Product information
Name	The product name is a mandatory field.
Comment	A free comment field.

When duplicating an item, the selected place or product in the trip overview will be copied.