Planning trips can help companies save a lot in terms of fuel efficiency and can help save time by selecting optimised routes for consignment delivery. Planning trips is typically mapped to service requests in the ‘Doing’ stage of the Kanban Service Board. In the video below, we show you how you can plan a trip from within the service request:
In summary,
Access the Service Board and select a Service Request in the ‘Doing’ stage
Mark the task as an active task to assign the task to yourself
Select the appropriate consignment under the ‘Manage Consignments’ section and click on ‘Create Trip’
Verify the pick-up and drop location details of the consignment selected and click on ‘Next’
Specify trip allowances, assign vehicles and field staff, and set a start and end time for the trip. Click on ‘Create Trip’
Click here to access your Service Board.
Recommended articles:
Please use the chat icon on the bottom left corner of the screen for any questions you have or assistance you may need. 👋
We are always happy to help! 😀