Standard Functional Specification and Implementation Scope

Standard Functional Specification and Implementation Scope

1.       Operational Process Flow

An analysis will be completed of the current processes. A flowchart has been created to show standard future  processes  and the stages of the implementation.

1.1.  Process Description

Following is the description of steps in the Proposed process. These descriptions are in reference to the respective diagrams in the following section of this document.


1.2.  Proposed Process Diagram


2.       Project Delivery

A standard project is proposed to be delivered to a typical 6-8-week project plan


2.1.  In Scope

In scope items are limited to those listed in this document.

  1. SolBox Live platform access.
  2. Scheduler User Configuration.
  3. SolBox import jobs to SolBox via standard import template or API made available for self integration
  4. Training for schedulers of how to optimise orders, create manifests and allocate drivers.
  5. Driver training

Specifically excluded from the scope of this project:

  1. SolBox is not a replacement for the current work order collection, customer record and invoicing systems.
  2. The SolBox platform and app products allow for some configuration but are not customisable. Engagement with SolBox is NOT for bespoke/customised software development.

The standard SolBox software is outlined below. Any modifications required are to be scoped and estimated.

Access to the following SolBox modules:
  1. Management Dashboard 
  2. Live Map
  3. Vehicles
  4. Clients
  5. Orders 
  6. Manifests Order View 
  7. Timetables
  8. Zones
  9. Drivers
  10. Reports
  11. Prestart Management
  12. Settings

Management dashboard provides access to customer service point of view. Under this section are two menu, Analytics and Feedback each shows customer ratings and reviews.

This page provides a visual analysis and overall information about customers' feedback.  

Shows all the individual customer's reviews and star ratings.

 

View all jobs for a specific date that have been imported via spreadsheet or API. Unallocated jobs in the top right corner can be drag and dropped onto a Manifest creating a schedule. The live map will display visually the synchronised job status that the driver will via the mobile app. 

Drivers and Vehicles can be allocated either prior, during or after job allocation to a Manifest.


 Optionally the entire schedule and route can also be optimised on allocation according to customers time window or simply according to the best route possible which includes consideration of service time.



3.4.  Vehicles

Basic vehicle data can be entered to identify the delivery vehicles including definable attributes, maximum capacity and length used for optimisation constraints.




Customers can be added in bulk by downloading the export file, enter client details on spreadsheet and then import the file back into SolBox. Customers are also auto-created when orders are imported.



Order Card

Customer orders can be manually entered, imported in bulk using the import spreadsheet or via an integration using SolBox API’s 

3.5.1.       General



Custom additional load information that have been configured are displayed with values that the driver input. These can be prefilled via API integration and can also be quantity tracked. Custom attributes that have been defined can be specified for the order. 

This is where items can either be entered annually or imported by API.  Items can have name, description, quantity, unit price and total.

Adding Items Manually


 Items on the Order


Photos will appear here once a photo/s Is taken from a mobile device via the driver app.

The map shows where the particular order visually appears In the map.


Settings allows for driver to receive cash. POD information like signature and photo can be set to mandatory before completing a delivery on the driver app.

A Manifest is a collection of Jobs with multiple varying stops, which will be conducted by one driver. In SolBox, a Manifest can be created manually by assigning individual orders to a manifest, or by importing a predefined list of stops and sequence via a spreadsheet. Once the manifest has been set, the user can view the route on a map to check the proposed route.



A tracking link is available to be sent by email and/or sms. This can be triggered manually prior to starting, automatically when enroute and/or on completion.

              

Below is our standard POD that will be provided with a provided logo for overlay with signature made available to the customer via email or tracking link portal.


SmartMove  app is available on Android or iOS which will allow drivers to:

  1. View their jobs
  2. One button navigation to Google Maps, Waze, Sygic Truck Navigation
  3. Record job details including arrival time, completion time, signatures, job comments
  4. Take and attach photos.
  5. Display Order Details where available
  6. Change Status: Start, Arrive, Complete, Futile
                   

Open and Completed orders, together with Admin Comments from the Driver App, can be viewed on screen at any time including All Order Exports in XLSX.

4.       Integration

4.1. Postman Collection - Standard Order Creation / Update

Download the Postman Collection either by right clicking here and Saving the linked file or clicking on the attachment tab in this article and downloading the Postman Collection file. This collection includes SaveOrdersWithItems API call used to both create and update orders in SolBox. 

To use just replace <YOUR_API_KEY>  with a valid API key from you SolBox representative in the postman body and run the API to create and initial order..

5.       Project Completion

5.1.  SolBox Support

When the project is completed i.e. software has been delivered and LIVE with solution there will be a handover to support. SolBox have a Project Delivery Sign-off that need to be signed acknowledging that the software has been tested sufficiently and are LIVE. SolBox will then introduce the support helpdesk which is open normal business hours, between 08:30 and 5:30pm AEST and can be contacted via support@solbox.it or 1300 91 80 20. The support process will be explained closer to go-live.

5.2.  Post Implementation Review

As part of SolBox implementation methodology, we conduct a post implementation review. This is a ‘lessons learnt’ session that will benefit both parties for future software implementations.

5.3.  Considerations

  1. There is a SMS charge of 0.11 cents per text message that will be billed monthly.
  1. ERP System / API access and sandbox be available to commence any integration
  1. ERP technical contact made available for any integration related queries


    • Related Articles

    • Types of Consignment Notes

      Consignment notes are generated once a delivery has been completed. This document will also be included in the tracking link that customers can access. The layout and display of information varies from having a simple list of items to detailed ...

    • Time Windows

      Time windows are created on individual orders, via an API import, or a part of an order spreadsheet import, alternatively the user can do a global change for all pickup and delivery order in the system settings. From the settings the user can select ...

    • SolBox Route Auto Optimization

      SolBox Auto optimization is a feature that allows Jobs to be planned and allocated automatically to drivers and vehicles in just a few clicks. The auto optimize feature requires all drivers and vehicles selected to have a timetable and depot ...

    • Sequence Optimisation

      1. ADD/IMPORT ORDERS 1.1 Manually add each order For a start, let's create a new order: click the button and select "New Order" Within the "Delivery" section you can create a new customer and specify the delivery details. Click "Save" once you filled ...

    • Getting Started with SolBox

      1. ADD/IMPORT ORDERS 1.1 Manually add each order For a start, let's create a new order: click the button and select "New Order" Within the "Delivery" section you can create a new customer and specify the delivery details. Click "Save" once you filled ...