New Manifest
A manifest is a group of orders which are pulled together to create a route and sequence for driver completion. Manifest can be made up of Pick-up, Delivery or Pick-up-Delivery order types.
Manifest can be created in 4 ways.
Create new manifests and manually assign individual or multiple orders from the orders menu.
Click "New Manifest"
Fill in "Manifest Name" and "Manifest Date" then click "Save"
Go to Orders: https://smartmove.solbox.it/app/orders.
Search orders by filtering orders that you want to see.
See How to search for orders for more information.
Select the orders you want to allocate to a manifest. Click "Allocate to a Manifest".
Scroll in drop down list to select the manifest you want to link.
Click "Link"
You will get a green notification at the bottom of the page showing that your orders have been allocated to the manifest.
Please go to the manifests menu and click into the manifest that you want to view the allocated orders.
Click into the manifest to view the allocated orders.
Final step! Click "Optimise" and your manifest is ready to go!
You can also look at the optimised orders on the map!
'Attach an Order' from within a manifest at the bottom of the page
After you created new manifest, click "Attach an Order".
You can type the customer reference number or customer name (input minimum 3 charactors). Pick the right order you want to attach to the manifest and click "Save Changes".
You can click "Reset Changes" if you want to reset the manifest to the original version.
Drag unassigned orders on the dashboard into a new manifest on the right control pannel.
If you want to manually allocate more orders, you can drag orders into an existing manifest.
Import manifest from a spreadsheet with manifest name attached to each order in the list
If you import file that each order has an attached manifest. The manifest will be created with orders inside which is ready to optimise. This is very quick way to create manifests then you can manage them later.
Click "Import XLS/CSV file".
The import XLS/CSV file funtionality here is working as same as the one in the orders menu and the dashboard.
Please see How to import Excel file for more information.
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