Shared Route Capacity Settings

Use this routine to define the capacities for a shared route capacity pool and the route codes that share in that pool. Each individual route still has its own capacities, which might actually exceed the maximum capacity for the shared pool on a given day. However, once the maximum capacity for that route or for its shared pool in any one of the four categories (stops, units, dollars, volume) is met, that route is closed for the date in question.

The month and year prompts default to the current month and year but can be changed. Once you enter a valid month, year, route type, and shared pool, the calendar for the selected month appears, displaying the available dates. Days may be unavailable either because

If you access the Read-Only version of this screen, you can select the Month, Year, Route Type and Shared Pool to view. The Day, Stops, Dollar, Units, and Volume are inactive.

To consolidate orders with the similar delivery information into a single delivery stop, use the Consolidate Stops field in the Route Capacity Control Settings.

The current month defaults. You can click the Arrow button and select the two-digit number of the month to modify capacity settings for that month.

The current year defaults. You can click the Arrow button and select the four-digit year to modify capacity settings for that year. Note that you cannot select a past year at this field.

Click the Arrow button to select the type of route you are modifying. You have the following options:

Delivery
Service
Transfer

Click the Arrow button to select the code of the shared route pool for which you are modifying capacity settings. To create a new shared pool code, select Create New Record from the list to access the Shared Route Code Settings. Note that your selection at the Route Type field affects the list of shared pool codes available to you at this field.

Enter the day of the month or select it from the grid.

Enter the maximum number of stops you want to allow for the selected date. To prevent deliveries on this day, enter zero. If you leave this field blank, the system does not check or monitor that day.

Enter the maximum dollar value you want to allow for deliveries on the selected date. To prevent deliveries on this day, enter zero. If you leave this field blank, the system does not check or monitor that day. This field is inactive if the Route Type is set to Service or Transfer.

Enter the maximum number of units you want to allow for deliveries/transfers/service on the selected date. To prevent deliveries/transfers/service on this day, enter zero. If you leave this field blank, the system does not check or monitor that day.

This field is active for Delivery and Transfer route types. Enter the maximum capacity units your trucks can deliver for the selected date. To prevent deliveries on this day, enter zero. If you leave this field blank, the system does not check or monitor that day.

You can enter the precise cubic feet of the product or you can assign units to merchandise for the calculation of truck capacity. For example, a three-cushion sofa may equal 3 units; a two-cushion sofa may equal 2 units.

To calculate total volume, the system uses the following search hierarchy for the total quantity of each item:

Volume field in the Product Settings
Capacity Units field in the Group Settings
Default Weight field in the Route Mapping Control Settings (mapping must be active on your system)

If the system cannot calculate a volume for an item based on the above hierarchy, a volume of zero (0) appears for the item.

To specify the measurement used in calculating the delivery volume, use the Volume field the Advanced Product Settings. To properly calculate maximum capacity units, this field must contain a value for the delivery scheduling program.

The dates and days of the week for the selected month display in the grid along with the actual (that is, current), maximum (that is, cutoff), and open (actual subtracted from maximum) settings for Stops, Units, Dollars, and Volume for each day. The grid contains 31 rows, allowing you to specify capacity cutoff points for each day of the month.

The first time you access a specific month/year/shared route pool combination, the defaults (if any) from the Route Capacity Control Settings display in the grid. You can override the defaults.

When complete, click on Save to initialize the shared route pool for the month. If you do not initialize the shared route pool for the month, you cannot schedule orders to that shared pool for that month.