en	Zoning: create manual zoning or automatic zoning from the plans routes or by following the number of zone, edit zoning…

en	Zoning Management

en	Zones are used to assign a set of visits which are geographically close and contained in one of these zones to each of your vehicles. Creation of the zones (or zoning) can be achieved in two ways:

en	having an idea of your intervention area: manually create your zones on a blank map.

en	Example of zoning.

en	This distribution of visits allows visits you to create route maps which can be printed or exported in seconds.

en	Create zoning

en	To access Zoning creation, open the “Plans” menu. Then click on “Zonings” :numref:`app_zoning_menu`.

en	Go to new zoning creation.

en	The following page opens :numref:`zoning_list`.

en	Zonings List.

en	Zoning creation page.

en	One the New zoning page, enter the zoning Name :numref:`new_zoning`.

en	Save by clicking on the Create Zoning button |create_zoning_button|.

en	The map opens with the store at the center, if just one store has been created, or showing all stores, if there is more than one store.

en	Automatic zonings

en	Automatic zonings can be generated according to:

en	A distance relative to the store: zoning boundaries are drawn an equal travelling distance from the store according to the distance entered.

en	Journey time from the store: zoning boundaries are drawn an equal travelling time from the store according to the time entered.

en	Manual zonings

en	Click the icon |icon_hexagone| to activate the zone editor.

en	Draw the area on the map by successive movements and clicks of your mouse. Close the zone by double-clicking or by clicking on the first point. Your zone is drawn.

en	Assignment of zoning

en	A free text field is displayed for each zone you created so that you can assign a name to it (optional).

en	A vehicle can be assigned to your zone from the drop-down list in the menu on the right. The number of zones can match the number of vehicles.

en	Click on the “Save Zoning” button |save_zoning_button|.

en	Create zoning from a Plan

en	Open an existing plan or create a new Plan (see the Plan and route management section).

en	In the right-hand panel, alongside the Zoning field, click on the + button |plus_button|.

en	Automatic zonings from a Plan

en	The panel on the right allows you:

en	Manual zonings from a Plan

en	Edit zoning

en	Edit zones

en	The |iconemodifier| icon lets you change your zones by clicking and dragging the corners of the polygon (2). It is important to confirm your changes (3) :numref:`app-plannings-zonings-edit_pencil_02-num`.

en	Edit zones.

en	The |iconesupprimer| icon allows you to delete an area by clicking the chosen one. It is important to confirm your changes (3).

en	"Confirm" the changes

en	Both edit and delete operations require you to confirm the operation (3), otherwise the changes will be lost

en	:numref:`app-plannings-zonings-edit_pencil_01-num-600`

en	Confirm and save zoning changes.

en	When you have finished your editing, click the "Save Zoning" button (4). Once your zoning is saved, you can plan and optimize your routes in the "Edit Plan" page of the selected plan (described in the "Optimize routes").

en	Apply zoning

en	Zonings and optimization

en	Optimization strategies

en	Optimization with manual sectorization

en	After creating zoning manually (see section on `Zonages manuels`_ (manual zoning)) and applying the zoning to the Plan, stops are assigned to the appropriate zone.

en	When you click on the optimization icon for each route |icon_optimization2|, the points are ordered and the route optimized.

en	Optimization with automatic sectorization

en	After creating zoning automatically (see section on `Automatic zoning`_) and applying the zonage to the Plan, stops are assigned to the appropriate zone.

en	Global optimization

en	*Global optimization is explained in detail in the “Plan and route management” section.*

en	Mixed optimization (global sectorization and optimization)

en	Excluded zones

en	Zoning can define zones to bypass, exclude or avoid.

en	Plan with excluded zones.

en	The zone whose box is checked appears hatched in red on the map.

en	If the “Don’t go inside this zone” field does not appear, please contact Support to select the correct routing engine.

en	Click on the New Zoning button |new_zoning_button|. :numref:`new_zoning`

en	To generate automatic zonings according to the criteria in the drop-down “Generate” button |button_generate|.

en	Numerical criteria: A number of zones, visits, kilometers or deliverable units, according to needs and strategies.

en	To generate **Isochrone zoning**, the route calculator must be set to Fastest. To generate **Isodistance zoning**, the route calculator must be set to Shortest.

en	Whenever zoning is created by this method, vehicle configurations must contain stores.

en	Zones according to criteria

en	Zones are drawn according to the criteria set in the automatic zoning modal window. :numref:`automatic_zoning_modale`

en	Automatic zonings modale.

en	Criteria to fill in:

en	The number of zones you want

en	With a simple strategy, the number of stops is divided by the desired number of zones.

en	With an advanced strategy, zones are balanced according to working hours divided by desired number of zones, according to the number of deliverable units divided by the desired number of zones, according to the number of kilometers to travel divided by the desired number of zones, according to the number of visits divided by the desired number of zones.

en	Distance calculation can be flying distance or the distance by road (Routing Engine).

en	Isodistance or isochrone zones

en	Zones can be drawn starting from each store on a plan. When you click the Generate button, the isodistance or isochrone modal window opens :numref:`zoning_isodistance_modale`.

en	Iso zoning Modale.

en	Enter the distance or time to draw around the point. The zone is drawn. :numref:`isochrone_zoning_store`

en	Zone drawn.

en	Zones can be drawn starting from each point on a plan (planned or unplanned). When you click on the point, a contextual window opens :numref:`popup_destination_zoning1`

en	Popup for automatic zoning from a point.

en	The magic wand icon |magic_icon| enables you to draw isochrone or isodistance zoning around the point, depending on the route calculator :numref:`zoning_isochrone_modale`

en	Enter the distance or time to draw around the point. The zone is drawn :numref:`isochrone_zoning_destination2`

en	Des zones sont dessinées selon les critères définis dans la modale de Zonage automatique. :numref:`automatic_zoning_modale2`

en	Automatic zoning modale.

en	Zones can be drawn starting from each store on a plan. When you click the Generate button, the isodistance or isochrone modal window opens :numref:`zoning_isodistance_modale2`.

en	Enter the distance or time to draw around the point. The zone is drawn. :numref:`isochrone_zoning_store2`

en	Zones can be drawn starting from each point on a plan (planned or unplanned). When you click on the point, a contextual window opens :numref:`popup_destination_zoning2`

en	Popup for zoning from a point.

en	The magic wand icon |magic_icon| enables you to draw isochrone or isodistance zoning around the point, depending on the route calculator :numref:`modale_iso_zoning_destination2`

en	Enter the distance or time to draw around the point. The zone is drawn. :numref:`isochrone_zoning_store`

en	The |icon_hexagone| icon creates areas (see previous section). :numref:`app-plannings-zonings-edit_pencil_02-num`

en	The zonings you create can be accessed from the drop-down menu alongside the Zonings field in the panel to the right of a Plan page. They can be single or multiple. :numref:`scrolldown_zoning`

en	Drop-down zoning menu

en	Click on the drop-down arrow to the right of the Zoning field. Select the zoning(s) you want; or type the first characters of the zoning(s) you want, then select the zoning(s) you want :numref:`selected_zoning`

en	Selected zonings

en	The zoning button appears in orange |apply_zoning_button|. Click.

en	A confirmation window checks that you really want to apply the zoning. If zoning is not applied, only zones will appear on the plan. Points remain in routes. Data present will be overwritten when zoning is applied. :numref:`warning_apply_zoning_modal`

en	Zoning warnings modal window

en	A modal window appears while zoning is applied. :numref:`applying_zoning_modal`

en	Plan with zoning

en	In addition to showing sectors, zonings are part of the optimization strategy for various routes. :numref:`optim_zoning`

en	Using the Heavy goods vehicle - fastest (Time) routing engine, draw a manual or automatic zone (see `Creating a zoning`_ section). In the right-hand panel, check the “Don’t go inside this zone” box |excludedZones| for the zone(s) to be excluded from routes. :numref:`excludedZonesPlan`

en	Apply zoning modale

en	To export the zoning to a spreadsheet program.

en	Export a zoning

en	Export a zoning.

en	Choose the format you want: Excel CSV, Excel or standard CSV) :numref:`zoningExportFormat`

en	Choose the zoning export format.

en	The file is downloaded to the chosen destination.

en	after importing or creating a destinations list: automatically create intervention area.

en	Each zoning contains several zones associated with one of your vehicles. A zoning corresponds to a type of routes with specific destination requirements. It can be reused to share your visits among your vehicles :numref:`app-plannings-zonings-edit_existing-num-600`.

en	Select the plan to which you want to assign the zoning, by opening the “Destinations from plan” drop-down menu. You can select a selection of destinations to display if one of the Plans you created contains a tag to filter destinations for display (see section on Tags).

en	To show or hide all destinations.

en	The map shows all the destinations present in the Plan. Destinations are shown automatically.

en	Destinations are assigned to a zone, and thus to a vehicle. :numref:`applied_zoning`

en	No zoning is defined. Global optimization is launched by clicking the “global optimization” button |icon_optimization|. Destinations are distributed across optimized routes.

en	Having created a zoning and applied that zoning to the Plan, launch global optimization by clicking on the “global optimization” button |icon_optimization|. Destinations are distributed across optimized routes in accordance with the zones drawn.

en	Exporting a zoning allows you to keep sectors on a given date with the destinations assigned to each zone.

en	On the page of the zoning you wish to export, check the Show all destinations button :numref:`zoningExport`