Geo2 Quick-Start Guide.
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Geo2 Dashboard (Analytics)
Welcome to the Geo2 dashboard, this is where you can view analytics within your environment. The dashboard is customizable as charts can be added, deleted, and dragged around so that it caters to your specific needs.
Import Consignment Data
The consignments page shows the customer orders, these orders can either be deliveries or collections. There are multiple ways to add consignments to Geo2, they can be added manually through the create function, imported via an Excel spreadsheet or automatically brought through via an API. In this example, I will be importing consignment data from an Excel spreadsheet. Once I am happy that the consignment details are correct, I can click the import button in the bottom right-hand corner. I want to generate a load based on the consignments that I am importing so I tick the box and select import.
Now that the consignments have loaded into the consignment page, you can click on the consignment to view additional information. Such as the main information, the customer details, the products within the order, the packages associated to the order. The proof of delivery information that will be captured on the handheld device.
The consignments can be filtered down on the left-hand side by the field of your choice. This is extremely useful if you are processing lots of customer orders per day.
Loads are groups of consignments typically handled in a single-vehicle trip. On the face of the load, you can view additional information within the load. The loads can be filtered down on the left-hand side by the field of your choice. Within the load, you will see the current planned route for the group of consignments.
On the face of each consignment, you can see additional information, such as the estimated planned time of arrival. These groups of consignments can be optimized so that the locations of the assigned depot and consignments will be used to suggest an optimum driving route. Resulting in a reduction in total distance and fuel consumption.
Consignments can be easily moved around by dragging and dropping as well as having the ability to move multiple consignments around at once. If you find that you want to add a consignment to this load then you can click add consignments and simply drag and drop the consignment.
Consignments can be partially optimized by selecting the consignments of your choice and clicking the optimize button.
If you find that you want to move multiple consignments to a load then you can highlight the consignments, click move to load and select the load of your choice.
The capacity section will let you know the total weight and volume capacity of the vehicle associated with this load as well as the current peak weight and peak volume of the total accumulation of the consignments.
The load can be edited in the top right-hand corner to change additional information, such as the driver or the vehicle.
Once the route planner is happy that the load is completed, the planner can click the released button. This means that the load is sent to the hand-held device of the assigned driver.
The Geo2 app home page shows the load that the driver has planned for today’s date. On the face of the load, the driver can view the planned start time, the estimated total duration of the load, the total consignments within the load and the total distance of the load. The driver can locate to the load’s page and view the load calendar. This gives the driver the ability to view the past loads, the present loads and the future loads that are coming up.
The driver can click into the load and view all the consignments in order, when the driver is ready to start. Click the green start button in the top right-hand corner. Since this load requires a vehicle check the driver has to fill out the custom fields, take a photo and provide a signature.
Once the vehicle check has been completed, the load will be started and the driver can click on the first consignment. The driver can click on the green arrow to open the maps of their choice and navigate to the customer’s address.
Once the driver arrives at the customer’s address, the proof of delivery can be created by clicking the create POD in the bottom right-hand corner. If the delivery fails then the failed button can be selected and the driver can report on the reason as to why the delivery failed.
In this example, the proof of delivery will be successful and the driver can report that it was a great delivery. The driver can then scan the barcodes of the packages that the customer requires. Once scanned the customer can sign their signature to say that they have received their package and a photo can be taken as evidence. Once finished, the driver can select create to confirm the proof of delivery.
While the driver is completing this load, the route planner will be able to receive live updates from the driver straight away. For example, the planner will be able to view the vehicle check that was conducted at the start of the load with all the information that was required as well as the proof of delivery that was conducted with all the relevant information.
Through integration the proof of delivery can be automatically sent from the Geo2 hub to the enterprise resource planning system so that the evidence of the delivery is associated with the customers sales order.