Import window

Steps

Step 1. Enter the data

On the Planning tab, choose one of the options:

Click the Upload file button or drag the document into the window to upload the data that you prepared in an Excel file.
Click the Start planning button to enter the data directly on the interface tabs. Before you start planning a task, you can switch between tabs and make changes.

Step 2. Fix the errors and check the warnings

Next to the tab names, you can see the icons reflecting the status of the uploaded data: If the system detects errors in the source data, information about this appears in the list of comments next to the table. Click on the message in the list to highlight the problem cell.

: The data is correct.

: You have errors that must be resolved before planning.

: You have warnings but can still run Planning.

Step 3. Define the optimization settings

Set the appropriate settings for the current planning task.

Name	Description
Time zone	The time zone for all time windows.
Consider geofences	When you select Yes, orders by coordinates will be automatically assigned to the geofences from the Geofence master data. During planning, restrictions associated with the geofences will be taken into account. Choose No to ignore geofences.
Solution quality	Sets the solution quality. The Fast option is good for quickly checking the solution for errors. Optimal is best for planning a real route.

Step 4. Run the planning

On the Settings tab, click the Plan button. The button is enabled if there are no errors in the data.

When the task solution is ready, the planning result opens. You can view and edit it.

Managing data in the interface

Adding data

In the Download template list, you can find the files with filled-in data to use for the test planning (see also the Planning example section).

To add data:

Copy data from Excel by clicking Upload file.
Extend the contents of one cell in a range by dragging the selection frame over a column.

Editing data

Edit cell values by double-clicking the left mouse button.
Delete, insert, and copy rows using the context menu available on right-click in a row.

Sorting

To sort data by column:

Right-click any table cell and choose Sort table.
Click the column name.

Filling in the tabs

Tab	Explanation	Visible by default	Instructions for Excel
Orders	Add information about delivery points, order pickup, start or end route points. Required fields: Order ID. Recipient's address or coordinates. Window.		Orders sheet
Depots	Add information about depot location and working hours, as well as details about route start and end points. Required fields: Depot ID. Depot address or coordinates. Depot opening hours.		Depot sheet
Map	The tab shows a map and a list of delivery addresses. To learn more, see the Map section.		No, it can only be filled out in the interface
Vehicles	Add information about company vehicles, their dimensions, and shift duration. To use vehicles previously added to Master data in planning, disable the Transport from an Excel file option. The required field is the vehicle ID.		Vehicles sheet
Incompatibility	Add information about cargo types and their incompatibility with one another.		Incompatible order types sheet
Groups	Add information about orders that need to be delivered by one courier. Location IDs is a required field.		Location groups sheet
Additional parameters	Fill in the list of routing options.		Options sheet
Routes	Add information about predefined routes. Required fields: Vehicle ID. Shift number. Location ID.		Routes sheet
Settings	Specify additional route parameters, such as date, time zone, and transportation method. To learn more, see Settings.		None. It can only be filled out in the interface

Map

The tab contains:

The map.
A list of order or depot addresses.
A link for downloading geocoded data in Excel format.

Here, use the geocoder to process addresses, that is, to determine the latitude and longitude of each address. Geocoding can be started automatically or manually.

Geocoding only works for uploading orders and depots from Excel files. When using the API, you need to pass point coordinates rather than addresses. This means that you must geocode in advance on the side of the integrated system.

There are two types of geocoding:

Automatic: By default, it starts after you upload an Excel file.
Manual: Used for assigning coordinates to a point on your own.

Automatic geocoding

Alert

To start geocoding, fill in the address box (write the recipient's address) for every order on the Orders sheet.

Automatic geocoding starts immediately after you upload the data file to the interface. But if the file has a lot of addresses without coordinates, you may need to click Find coordinates to start geocoding.

If the recipient's address indicates the apartment number, automatic geocoding determines the coordinates of the building entrance where the courier has to arrive. Entrance coordinate data isn't available for all addresses yet, but the database is constantly being updated.

To get more accurate results, enable the Search in the map's viewport option. It's useful if:

The address is incomplete. For example, the city isn't specified.
You need to set non-standard borders for address search.
You need to split geocoding into several steps, changing the scope at different iterations.

How to break down geocoding into steps

Stop geocoding by clicking Stop.
Enable the Search in the map's viewport option.
Move the map's viewport to the necessary position.
Set the scale.
Click Search by address again.

Automatic geocoding results

When geocoding is completed, the following address groups appear to the left of the map: With coordinates, Without coordinates, and Approximation. There can be one or more groups.

Addresses are divided into groups depending on how correct the source data is in the uploaded file. All found addresses are marked on the map using color labels.

Label color	Group	Option	Example
	With coordinates	The entered address is in the correct format and contains no errors.	Moscow, Pyatnitskoye Highway, 23к2
	Approximation	The entered address is in the wrong format.	26Вс2, Moscow, Bolshaya Pochtovaya Street,
		The entered address contains errors or irrelevant information.	Moscow Region, Mrrg32s, ulitsa Tereshkovoy, 13
		The address doesn't specify the city (different cities may have the same street names).	Okruzhnaya Street, 8
		The address in text format (field `address`) and coordinates (fields `point.lat` and `point.lon`) don't match.	22.0 and 33.1, Moscow, Vysokovoltny Drive, 1с36
		The building wasn't found (but a building with a close number was found, or only the street was found).	Moscow, Bolshaya Pochtovaya Street, 5559 or Moscow, Bolshaya Pochtovaya Street, 55/59
	Without coordinates	The address field is empty.	Empty
		The street wasn't found, and only the coordinates of the city center are returned.	Moscow, Streety Street, 8

You need to manually check whether the addresses in the Approximation group have the correct coordinates.

You may also need to check the addresses in the With coordinates group. For example, there may be a typo in the coordinates box. In that case, the order location will be thousands of kilometers from the main group of orders. To find such an error, you need to zoom out on the map a lot.

Automatic geocoding features

The default search area covers ±1 degree from the depot coordinates.

The geocoder may determine the order coordinates incorrectly if the address is set inaccurately (for example, without specifying the city), and there is the same street and building number in a neighboring locality. To avoid this, choose the scale and location on the map to display the desired point.

The map parameters are stored locally for the company and used for the next planning. To make geocoding more accurate, enable the Search in the map's viewport option.

Manual geocoding

To assign coordinates to a point manually:

Click the address in the list next to the map.
A window and (for the Approximation and With coordinates groups) a pin that marks the order address appear on the map. There are two ways to edit the address:

Dialog window. In the dialog window that appears, start entering or editing the address, then select the appropriate option in the drop-down list.
Pin. Click the pin and drag it to the correct location on the map. The address in the window changes. Switch layers, if you need to get a better view of the area.

The pin and address in the list are marked green.
Click Continue to go to the next address in your list.

Save the results

To save the geocoding result to a file, click Download geocoded addresses as an Excel file. In the downloaded file, every order address has the exact coordinates based on the results of automatic and manual geocoding. You can use them for further planning.

If any orders are left without coordinates as a result of planning, you can save them and exclude them from planning. To do this, click → Download orders without coordinates and remove them from planning.

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