Defining customer constraints

First principles

Before your routes can be optimised, you will need to configure constraints associated with the accounts to be visited, but also to geocode and define constraints for your resources. This step is essential prior to geoscheduling.  

You will need to define:

  • possible visiting time windows
  • the priority, frequency, and minimum space between, visits
  • the average visit duration
  • the date of the last visit
  • favorite visit days

These parameters can be defined:

  • in the account form  
  • on a series of accounts listed in a view

Utilisation

> Accounts

In the Accounts tab you can list all known accounts, or edit the information on an account. This means optimisation options can be applied to an account via the individual account form, or to a series of accounts in a view. Geoscheduling options can be assigned different values as a function of the various roles involved.

Configure scheduling options for an account

> Accounts tab > Account form

To configure the scheduling options for an account, open the form for the account, and edit its parameters in the Map section:

The following parameters can be defined:

  • Opening time: the daily opening time for the account, defining the time from which the account can be visited. 
  • Closing time: the daily closing time for the account, defining the time after which the account can no longer be visited. 
  • Priority: this parameter lists the different levels of priority for a customer visit, expressed in qualitative terms in the user interface, but the values of which are associated to visit priority levels ranging from 0-100 during the optimisation :   

    • Low: on a scale from 0-100, this value corresponds to a priority level of 20
    • Average: on a scale from 0-100, this value corresponds to a priority level of 50
    • High: on a scale from 0-100, this value corresponds to a priority level of 80
    • Urgent: on a scale from 0-100, this value corresponds to a priority level of 100
  • Frequency: the visiting frequency, expressed as 1 visit every [n] days/weeks/months 
  • Visit duration (minutes): the average visit duration applied to all appointments and expressed in minutes
  • Minimum spacing: the minimum interval between two appointments and expressed in days. This qualifies the defined visit frequency by preventing, for example, a visit being scheduled on a Monday if the last visit took place the previous Friday, if the visiting frequency is set at one visit per week   
  • Last visit date: the date of the last visit, that can also be updated automatically from the last visit planned with this customer that has a status of Completed.
  • Favorite days: the preferred day or days of the week for a visit to take place

Once the parameters have been defined, the Save button at the top right of the Map section saves the parameters for this account.   

Configure scheduling options for a series of accounts

> Accounts tab > List of accounts in a view

To configure scheduling options for a series of accounts (that will then feature equivalent options):

  1. select a view
  2. click on OK to list the accounts in the view
  3. select the item or items in the list of accounts in the view for which you want to define scheduling options using the check-boxes to the left of the list

As the list of items in a view are paginated, you can only select one page at a time, and up to a maximum of 200 items (as indicated in the bottom left-hand side of the table). If the view contains more than 200 items, you should apply the scheduling options page by page to each of the groups of 200 items.

  1. The Scheduling options item then allows you to define or modify these parameters:

The following parameters can be defined:

  • Opening time: the daily opening time for the account, defining the time from which the account can be visited. 
  • Closing time: the daily closing time for the account, defining the time after which the account can no longer be visited. 
  • Priority: this parameter lists the different levels of priority for the customer visit, expressed in qualitative terms in the user interface, but the values of which are associated to levels of visiting priority from 0 to 100 during the optimisation :   

    • Low: on a scale from 0-100, this value corresponds to a priority level of 20
    • Average: on a scale from 0-100, this value corresponds to a priority level of 50
    • High: on a scale from 0-100, this value corresponds to a priority level of 80
    • Urgent: on a scale from 0-100, this value corresponds to a priority level of 100
  • Frequency: the visiting frequency, expressed as 1 visit every [n] days/weeks/months 
  • Visit duration (minutes): the average visit duration applied to all appointments and expressed in minutes
  • Minimum spacing: the minimum interval between two appointments and expressed in days. This qualifies the defined visit frequency by preventing, for example, a visit being scheduled on a Monday if the last visit took place the previous Friday, if the visiting frequency is set at one visit per week   
  • Last visit date: the date of the last visit, that can also be updated automatically from the last visit planned with this customer that has a status of Completed.
  • Favorite days: the preferred day or days of the week for a visit to take place

Parameters can be defined for each account as many times as there are teams of roles.

Once the parameters have been defined, the Save button at the top right of the Map section saves the parameters for this account.
The link Back to the list of objects at the bottom left of the scheduling options allows you to return to the list of selected items. 


More help...

Consult Opti-Time for Salesforce to find out how to:


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