Task Import, Create multi-route tasks, How to import bulk multi-route task?
Step 1: Go to Fleetroot Dispatch Dashboard
Step 2: Click the 3 dots on the Task panel and Select "Import"
Step 2: Click on the icon to download the sample import sheet and fill necessary task details and upload.
a) Single Visit:
Used to generate either a pickup or delivery
Step 1: Download the template for "Single Visit" tasks
Step 2: Fill the sample file with data in the defined format (the format of the sample file should be maintained throughout). The Task No and order ID should be kept unique for all tasks.
Step 3: Save the data
Step 4: Browse the filled datasheet and upload it to the system
b) Single Visit with Time Window:
Used to generate either a pickup or delivery with a time window
Step 1: Download the template for the "Single Visit with time Window" tasks
Step 2: Fill the sample file with data in the defined format (the format of the sample file should be maintained throughout). Enter the time window for the task. The Task No and order ID should be kept unique for all tasks.
Step 3: Save the data
Step 4: Browse the filled datasheet and upload it to the system
c) Multi Visit:
Used to generate multi drop-off tasks or milk-run delivery
Step 1: Download the template for "Multi Visit" tasks
Step 2: Fill the sample file with data in the defined format (the format of the sample file should be maintained throughout). Enter the "same Task No" for all the waypoints and only the order ID should be kept unique for all the waypoints/customers.
Step 3: Save the data
Step 4: Browse the filled datasheet and upload it to the system
d) Multi Visit with Time Window:
Used to generate multi drop-off tasks or milk-run delivery with a time window
Step 1: Download the template for "Multi Visit with Time Window" tasks
Step 2: Fill the sample file with data in the defined format (the format of the sample file should be maintained throughout). Enter the "same Task No" for all the waypoints and only the order ID should be kept unique for all the waypoints/customers. Enter the"Time Window" for each task.
Step 3: Save the data
Step 4: Browse the filled datasheet and upload it to the system
e) Multi Visit with Assignment:
Used to generate multi drop-off tasks or milk-run delivery with a time window and rider assignment
Step 1: Download the template for "Multi Visit with Assignment" tasks
Step 2:Fill the sample file with data in the defined format (the format of the sample file should be maintained throughout). Enter the "same Task No" for all the waypoints and only the order ID should be kept unique for all the waypoints/customers. Enter the"Time Window" and "Driver/Rider/Agent" for the tasks.
Step 3: Save the data
Step 4: Browse the filled datasheet and upload it to the system
How to create task manually : https://knowledge.fleetroot.com/knowledge/how-to-create-a-task