en	Destinations Management

en	Destinations represent delivery addresses, pickup points or patients to visit.

en	The destinations database can be fed into in five different ways:

en	by manually creating new destinations (description below),

en	by creating manually from the destinations list (description below),

en	by importing a destinations file (description in the chapter Importing a destinations database),

en	by importing destinations from TomTom (`Importing TomTom destinations`_ )

en	via an automatic interface with your business software (`contact us <https://www.mapotempo.com/en/contact-us/>`_).

en	Create a new destination

en	To create a destination manually, click on the "Destinations" menu, select "New" :numref:`create_new_destination`.

en	Create a destination.

en	"Destination" section

en	The "New destination" page is displayed :numref:`app-new-destination-num-full`.

en	The new destinations list

en	**Name**: name of the destination.

en	**Street, details, postal code, city, country**: enter the destination address. Geocoding is automatic. The address is placed on the map.

en	When creating a destination on Mapotempo Web, the application suggests the addresses closest to those entered by the user.

en	**Geocoding accuracy, latitude, longitude**: if the geocoding result is incorrect, you can move the dot directly on the map to the desired location.

en	**Telephone number**: Telephone number allowing direct contact with the customer.

en	**Comment**: Required information for local tasks, such as a digicode, specific details about the site etc.

en	"Visit" section

en	:numref:`section_visit`

en	Set up the visit.

en	The fields to be filled :

en	**Reference** (optional): a unique identifier from other business software.

en	**Quantity** (optional): fill in the quantity to deliver (needs to be consistent with Vehicle capacity).

en	**Empty vehicle** (optional): indicate if this destination is an emptying point, meaning the entire load must be removed from the vehicle at this point. **Fill vehicle** (optional): indicate if this destination is a filling point, meaning the vehicle must be loaded at this point.

en	Shows the quantified deliverable unit

en	The |link_add_barcode| link opens when you click on it. You can use it to save one or more barcodes for a quantified deliverable unit.

en	Barcodes are scanned and recorded in the Mapotempo Live mobile application.

en	**Visit duration** (optional): enter the time spent on the visit. It can be added to the time spent at the destination.

en	**Visit duration** is defined in Global settings. If the field Visit duration is empty, the visit duration value comes from "Global settings".

en	**Time window** (optional): set the destination's start and end time slots (slots taken into account during optimization calculations). You can set up to two time slots per visit.

en	**Priority** (optional): allocate a priority level to a visit between -4 (most subsidiary) to 4 (most essential). This enables you to extract the least urgent visits from your routes and include secondary visits during optimization only if time permits.

en	**Tags** (optional): enter a tag previously created (see chapter New Tag).

en	Confirm the information entered by clicking on the "Create Destination" button |create_destination_button|.

en	Create a destination from the destination list

en	To access the "Listing destinations" page, click on the "Destinations" menu. Then select "List" :numref:`app-destinations-listing-num-600`.

en	Go to the Destinations list.

en	To create a new destination on the Listing destinations page, click on the “New Destination” button |button_new_destinations|. The new destination appears at the very top of the destinations table. It is created in the same city as the first saved Store. The details of the new destination can be filled in directly within the table, or edited as described in the `Modifier une destination`_ (Modify a destination) section by clicking on the pencil icon |pen_edit_button|.

en	Import a destinations database

en	To create Destinations in bulk, you can import from a spreadsheet in CSV format. The CSV files can be created in Excel (Microsoft) or Calc (OpenOffice, LibreOffice) spreadsheet programs.

en	By clicking on the link below, you can download a standard Destinations file template (with the column headers recognized by Mapotempo).

en	`CSV Template <http://app.mapotempo.com/destination/import_template.csv>`_

en	By clicking on the link below, you can download an Excel Destinations file template (with the column headers recognized by Mapotempo).

en	`Excel CSV Template <http://app.mapotempo.com/destination/import_template.excel>`_

en	:numref:`App-Clients-Import-template-num-full`

en	CSV Import Template (Comma as fields separator).

en	Only the “Name” columns and geographic location columns (Street/Postal code/City or Latitude/Longitude) are required.

en	Data import by csv file

en	Each row of the CSV file corresponds to a destination. The columns correspond to relevant information for each destination. Each Destination field corresponds to a column in the CSV template file.

en	Mandatory data

en	For the import to work, the data that must be provided are the destination’s **name** and the geographical location (in Street/Postal code/City form or Latitude/Longitude form). Geocoding is based on either the address or the GPS coordinates.

en	Optional data

en	Optional data is the additional information about destinations. This is used for optimization calculations. It concerns the route to which the destination is assigned, the destination, or the visit to the destination.

en	Route data

en	Route: name or reference for the route to which the destination is assigned.

en	Vehicle: the name or reference of the vehicle to which the destination is assigned.

en	Active : indicates whether or not the destination is delivered to on this route.

en	Stop type: describes the stop as a visit, store or rest. The default value is “visit”.

en	Destination data

en	Destination reference: the reference must be unique. It enables you to modify/update a destination via an import. If the reference is missing, the information will be added. If the reference is there, the information will be updated.

en	Phone: the number on which the destination can be reached. The callback URL option can be activated and SMS sending configured upon request to Support.

en	Comment: Free text field for any important or secondary information about the destination.

en	Tags: A word or group of words that can be used for sorting and grouping within the destination list and to match one or more destinations with vehicle capabilities.

en	Visit data

en	Visit reference: the name or reference of a destination visit.

en	Time window start: time at which a visit starts. This time window may exceed 24 hours.

en	Time window end: This time window may exceed 24 hours.

en	Visit tags: Visit categories.

en	Visit duration: Duration of the visit expressed in HH:mm:ss (hours:minutes:seconds).

en	Priority: visit priority level, ranging from -4 to 4. If the visit is essential/priority, assign 4. If the visit is secondary/subsidiary, assign -4.

en	Quantity (deliverable unit): Define the number of quantities to deliver or pick up.

en	Operation: Choose between fill (if collecting) and empty (for a delivery).

en	Barcodes: Indicate the barcode(s) linked to the quantity (deliverable unit).

en	Tags correspond to vehicle capabilities.

en	Quantities are determined according to the deliverable units created in “Vehicles” > “Deliverable units”.

en	Import a destinations file

en	To access the "Import destinations" page, click on the "Destinations" menu and select "Import" :numref:`app-destinations-import-num-600`.

en	Import destinations files.

en	In the CSV File section, click on the “Choose file” button |choose_file|. Then go to the folders on the PC and select the file (in CSV format) to import. A “Help - Columns definition” link sets out the contents of the file to send. This link can also be used to edit the names of the fields according to internal company naming conventions.

en	Choose whether you want to update your destinations (unique and stable references must be present in your csv file), or remove and replace the existing ones before import.

en	Uncheck "Delete previous plans" to keep old plans.

en	To submit the import, click on the "Import" button.

en	CSV file management allows a more streamlined view and organization of the data. Importing destinations automatically creates destinations and their visits along with a route plan according to the columns that have been filled. If a destination needs to be visited multiple times, the “Multiple visits” option (activated upon request from Support) helps you organize your destinations more effectively without having to repeat the same address.

en	Once the file has been recognized and the import validated, the Destinations database is geocoded and the “List” page opens automatically so that you can view the data imported in a spreadsheet and on a map.

en	Help

en	:numref:`import_columns_link`

en	Link to column settings.

en	The Help section will open if you click on “Help - Columns definition”.

en	All the fields are explained as shown in the `Data importable via CSV file`_ section. :numref:`import_columns`

en	Column settings.

en	You can modify the names and fields so that they match the fields in the existing destination database. If you click on the |edit_field| icon, an editable field will open so that you can add in the required field name.

en	When you click on the field to edit, instructions appear in a popover. They might, for example, tell you how to format the data. :numref:`explanation_window_colum_lists`

en	Popover explaining how to complete the field.

en	Best practice for a successful csv file import

en	Observe the column headers of the model `CSV model <http://app.mapotempo.com/destination/import_template.csv>` _ example: "tags" is in the plural, check spellings.

en	Enter the column headers with lowercase letters in the .csv file (as shown in the import template)

en	Delete destination row(s) to remove it/them from the file to be imported. Clearing a row is insufficient, you must select the row(s) concerned and delete it/them with the spreadsheet's delete function.

en	Make sure that all imported destinations have a name. The cell associated with the "name" column must be filled in for each of the rows.

en	Import only files in csv format.

en	Delete duplicate or copied rows.

en	If you have reference, choose a unique reference for each destination.

en	Close the software using the csv file before importing it.

en	Correct the most common import mistakes

en	If there is an error, the messages are quite explicit. Here are the main reasons for a failed import:

en	Nothing to import

en	:numref:`nothing_to_import_error_message`

en	Nothing to import message.

en	Column headings in the field do not match the expected headings. Check the column headings, comparing them with the import file template. Make sure the data and fields match.

en	Invalid file

en	:numref:`malformed_file_message_error`

en	The spreadsheet structure is corrupted. Column headers are offset relative to their content, for example. Opening the csv file in a text editor can help you identify the mis-match.

en	Invalid file

en	:numref:`invalid_file_error_message`

en	Invalid file message.

en	Two reasons can cause this error: - The “name” field is not completed correctly. Check the “name” column. Correct any missing or incorrect rows. - Geographic coordinates are not filled in correctly. Filly in GPS coordinates (Latitude and Longitude) OR the full address (Street/Postal code/City).

en	Imported file is not a CSV

en	:numref:`not_csv_error_message`

en	Imported file is not a CSV message.

en	Any imported file must be in csv (comma-separated value) format. To create a csv file from a spreadsheet, save as csv format (comma-separated value).

en	Validation failure

en	To avoid time slot error :numref:`schedules_order_error_message`:

en	Time error.

en	So that you do not cause any time window errors: - Time window 1 must be completed if a start or end time for Time window 2 has been supplied. - The end of a Time window must be after the start of said time window.

en	Time window end must be after Time window start.

en	For night hours, from 11pm to 7am, for example, the file must contain a column with the next day’s timetable (7am in the example). The “timetable end” column must contain the formula **=next day timetable cell+ 24:00:00**. Cells must be in the format Time -> 13:37:46 |cell_format|.

en	Priority between -4 and 4.

en	The Priority must be in the range -4 to 4. Outside that range, an error will be reported. Check that the Priority column contains a number between -4 and 4. :numref:`priority_error_message`.

en	Quantity as a number.

en	The Quantity must be a number. Check that the Quantity column contains numbers. :numref:`quantity_number_error_message`

en	More routes than vehicles

en	If the number of routes imported is greater than the number of vehicles available, the “Tried to import more routes than available vehicles” error appears. :numref:`trying_import_more_routes_than_vehicles_error_message`

en	More routes than vehicles.

en	To resolve the problem: - Remove destination rows, add them to another import, create a new plan. All the destinations appear on the new Plan. - Remove data from the Route column. Launch the import. Create a new Plan. All the destinations appear on the new Plan.

en	Tag too long

en	:numref:`label-too-long`

en	Tag too long.

en	The Tags field can contain up to a maximum of 255 characters. If the tag or list of tags is over that limit, this error is displayed. To prevent this error occurring, check the Tags column to make sure this cell contains fewer than 255 characters.

en	Import TomTom destinations

en	To access the "Import destinations" page, click on the "Destinations" menu and select "Import" :numref:`app-destinations-import-num-600-TomTom`.

en	Open the TomTom section by clicking on the dropdown menu.

en	Choose whether the destinations are an update/in addition, or intended to replace the destinations in the application.

en	Click on the Import button |import_button|

en	The device or TomTom device settings are required in the Global settings for this function to be usable.

en	List of destination data

en	To access the “Listing destinations” page, open the “Destinations” menu. Then click on “List” :numref:`app-destinations-listing-num-600_bis`.

en	Destinations can be created in Mapotempo directly or imported via a csv file.

en	The destination list table

en	The destination data list enables you to view a destination database in a table and on a map. This is the information that was entered when the destination was created or when information was imported via a CSV file.

en	The list can be used to search, sort, delete and modify all destination information: address, time slots, tags etc.

en	The following page is displayed: :numref: `app-destination-listing-num-600`

en	Destinations list.

en	The headings and function bar can be used to sort and search destination information.

en	Entry table, used to modify destination information. This information can be changed on the page only if there are fewer than 300 destinations.

en	The map where you can view your destinations.

en	You can also use “Listing destinations” to:

en	Create a new destination by clicking on the “New Destination” button |button_new_destinations| (see `Create a destination from the destination list`_).

en	Locate a destination by clicking on the geolocation icon |icon_target|, moving the point on the map, or entering the address in the entry bar to use the geocoding function.

en	Remove a destination from the list by clicking on the trash icon |icon_delete_destination| (you will be asked to confirm deletion).

en	The map can be used to geolocate destinations.

en	The destination list map

en	The map includes the following display options:

en	The zoom + and - icon |zoom_map| can be used to view items on the map larger or smaller.

en	The magnifier icon |search_map| can be used to launch a basic search of the destination list.

en	The layers icon |layers_map| can be used to display a map background if desired, along with mapping options.

en	The pin icon |all_destinations_map| can be used to display all destinations, or display just the destinations listed in the table.

en	The group icon |group_destinations_map| can be used to group together points that are close to one another, or display each point individually.

en	The new destinations list

en	This future list can be activated on your account upon request to support.

en	The destination list appears like this: :numref:`list_of_all_destinations`

en	The destination list comprises:

en	a map showing the destination addresses

en	a table summarizing the information that is included and the fields to complete or adjust. This information can be changed on the page only if there are fewer than 300 destinations.

en	a New Destination button

en	a button to display all destinations on the map, or only the destinations visible in the table

en	buttons to expand or hide the table

en	a basic search engine and an advanced search engine

en	a filter on displayed table columns

en	selection of the number of rows to display

en	navigation from page to page

en	When you click on the New Destination button |button_new_destinations|, a new destination can be created.

en	When you click on the Display all destinations button |display_all_destinations|, all destinations are shown in the table and on the map. When you click on the Display only visible destinations button |display_only_visible_destinations|, only the destinations shown in the table are displayed on the map.

en	You can also use the Listing destinations table to:

en	Find a destination on the map by clicking on its row in the table.

en	Create a new destination by clicking on the “New Destination” button |button_new_destinations| (see `Create a destination from the destination list`_).

en	View the list of plans including the destination by clicking on |icon_plan|. The following page is displayed: :numref:`plans_by_destination`

en	List of destination’s plans.

en	Each row expands to display an additional level of information when you click on the destination name. :numref:`scrolldown_destination`

en	Destination row expanded.

en	You can fit the table to the full width of the page by clicking on the four-headed arrow |button_spread_out|.

en	When multiple destinations are selected, three buttons appear: - The Destroy selected button |destroy_selected| is used to delete multiple destinations with a single click. - The Edit selection button |multiple_edition| is used to add information on each destination in the selection. When you click this button, the edit selection modal window opens. :numref:`modale_edit_selection`

en	Edit selection modal window.

en	The Create Plan button |create_plan| is used to create a plan from the selected destinations. A modal window gives you the option to choose the vehicle configuration and name the plan. :numref:`modale_create_plan`

en	Create plan modal window

en	A confirmation window allows you to go directly to the plan you have created. :numref:`confirmation_go_to_plan`

en	Confirmation modal window to go directly to the plan

en	Edit a destination

en	You can edit a destination in one of three ways:

en	From one of the Plans, clicking on the pencil icon |modify| in the popup window for a stop point on the map. Select a stop. When you click on that stop, a popup window opens. The pencil icon |modify| appears alongside the name of the stop.

en	From one of the Plans, clicking on the pencil icon |modify| alongside the destination name in the panel on the right. Click on the pencil icon |modify| alongside the destination you wish to edit.

en	From the Destinations list, clicking on the pencil icon |pen_edit_button| for the destination in question.

en	The Editing destination page opens :numref:`app-edit-destination-num-full`.

en	Edit a destination.

en	:numref:`configuration_destinations_plans-visit`

en	**Quantity** (optional): fill in the quantity to deliver (needs to be consistent with Vehicle capacity).

en	**Empty vehicle** (optional): indicate whether this destination is an emptying point in the course of the route and, if so, how many units (0=complete).

en	**Fill vehicle** (optional): indicate whether this destination is mid-route filling point and, if so, how many units (0=complete).

en	**Visit duration** (optional): time spent at the customer’s premises.

en	**Time window** (optional): set the destination's start and end time slots (slots taken into account during optimization calculations). You can set up to two time slots per visit.

en	Confirm the information entered by clicking on the "Save Destination" button |save_destination_button|.

en	Pick-up and Delivery

en	Linking visits to one another

en	When you save a relationship in one direction, this generates a relationship in the opposite direction. For example, if destination B is the delivery visit for destination A, destination A will automatically become the pick-up visit for destination B.

en	On the destination sheet, the visit section (or visit sections where multiple visits are activated) provides the option to Link pick-up and delivery visits. When this link is clicked, the following buttons drop down :numref:`pud_new_titles` .

en	Pick-up and delivery buttons.

en	Clicking on one of the buttons allows you to determine whether the visit is a delivery point, a pick-up point, or a pick-up and delivery point.

en	Fill in the field with the visit(s) to which it is linked.

en	For example, destination A has a collection visit for destination B. Destination B has a collection visit for destination C.

en	This is how Destination A is filled in: :numref:`destA_PU_D` .

en	Destination A for pick-up and delivery.

en	This is how Destination B is filled in: :numref:`destB_PU_D` .

en	Destination B for pick-up and delivery.

en	This is how Destination C is filled in: :numref:`destC_PU_D` .

en	Destination C for pick-up and delivery.

en	The cross |cross| resets and unchecks everything.

en	Defining sequential links between visits

en	You can set sequential links between visits; for example, if one visit must directly follow another, or directly precede another, or take place between two specified visits.

en	This is how Destination A is filled in: :numref:`destA_sequence` .

en	Destination A sequence.

en	This is how Destination B is filled in: :numref:`destB_sequence` .

en	Destination B sequence.

en	This is how Destination C is filled in: :numref:`destC_sequence` .

en	Destination C sequence.

en	Determining the position of a visit

en	You can set the visit’s position within the route. If it is preferable for the visit to take place near the start of the route, click on To the beginning. If it is preferable for the visit to take place near the middle of the route, click on To the middle. If it is preferable for the visit to take place near the end of the route, click on To the end.

en	You can specify whether this is an inclusion or exclusion by clicking on Always or Never. By default, Always is checked. In addition, it is impossible to exclude a visit from the middle of the route. When To the middle |middle| is clicked, Never |never| is disabled.

en	Export a destinations database

en	Destinations can be exported in CSV format for processing using a spreadsheet program :numref:`app-destinations-export_num-434`.

en	Export a destinations database.

en	Export standard spreadsheet: allows you to export your destinations database in an open spreadsheet format.

en	Export Excel spreadsheet: allows you to export your destinations database in a Microsoft Excel spreadsheet.

en	If you click on one of these two options, the file generated is saved to the PC.

en	Delete one or more destinations

en	Destinations can be deleted individually, in a group, or in their entirety.

en	To wipe your entire destination database, click the "Destinations" menu and then click the "Clear all destinations" entry. A confirmation is requested, click "Ok" to delete all or "Cancel" if you do not want to delete everything :numref:`app-destinations-delete-num-434`.

en	Delete all the destinations.

en	To delete one or more destinations, go to your destinations list :numref:`App-Clients-Liste-Supprimer-num-600`.

en	Delete one or more destinations.

en	You can:

en	Delete manually by clicking on the trash icon |icon_delete_destination| to the right of the destination row you wish to delete.

en	Select one (or more) destination(s) by checking the box to the left of the destination row(s). Click on the "Destroy selected" button |boutonSupprimerClients|.

en	Select all destinations by checking the box |tick_button| to the left of the titles. Click on the "Destroy selected" button |boutonSupprimerClients|.

en	Tags

en	Tags are words or group of words allowing:

en	Distinction between certain destinations within the list or on routes.

en	A link with a vehicle which has particular capabilities.

en	Create a tag

en	To access the "New tag" page, click on the "Destinations" menu. Select "Tags," then "New tag". :numref:`app-destinations-tag-600-tag`.

en	Create a tag.

en	The following page is displayed :numref:`app-destinations-tags-num-600` :

en	Edit a tag.

en	Enter a tag.

en	Enter a reference if necessary.

en	Choose a color.

en	Assign an icon, define its size.

en	Confirm the entry by clicking on the "Create Tag" button |create_tag_button|.

en	In the destinations list you will be able to include the tag in the destination directly in the table by clicking in the tag box of the destination concerned.

en	To create a new destination, by clicking in the tag box, the existing tags appear. You can select one or more tags that will be assigned to the destination.

en	When creating a route plan, select one of more tags to sort Destinations, show only those Destinations, and schedule them in a route. If the tag “A”, for example, is selected, the destinations shown on the plan will only be those tagged with “A”. If multiple tags are selected, such as “A” **and** “B”, destinations shown on the plan will be those tagged with both “A” **and** “B” (so this excludes destinations tagged on with “A” **or** only with “B”).

en	Tags may be generated when creating a Plan or a Destination, or when editing a Destination or Plan.

en	Edit a tag

en	From the Tags list, “Destinations” > “Tags”, click on the “Edit” button |edit_button|.

en	The following page is displayed :numref:`app-destinations-tags-num-600-edit`:

en	Edit the elements as you wish:

en	Tag name.

en	Tag reference.

en	The icon color.

en	Icon.

en	Icon size.

en	Confirm the entry by clicking on the "Save Tag" button |save_tag|.

en	Delete a tag

en	On the Listing tags, delete a tag by clicking on the “Destroy” button |destroy_button| on the same row as the tag you want to delete.

en	To delete several tags at once, select by checking the box on the left of the rows of the tags to delete. Click on the "Destroy selected" button |boutonSupprimerClients|.

en	To delete every single tag, click on the check mark button |check mark_button| to select all tags. Click on the “Destroy selected” button |boutonSupprimerClients|.

en	Filter tags list

en	Above the table listing all the tags, to the right, there is a field where you can filter the data in the table. Once a character (or character string) is entered in that field, the filter becomes active and only data containing the character (or character string) will be shown in the table.