Overview
MotionTools offer multiple ways to optimize bookings into tours. More details are covered in the article: Introduction to tour building. The Instant merge feature would work best if you adopt the instant delivery model (10 - 60 min), where bookings come in via integration with your shop. As you have a promised delivery time, you might want to show all incoming bookings to drivers right away but select certain bookings manually where drop-off stops are close by, or if instant merge makes sense due to other criteria.
Step-by-step guide
The instant merge button allows Admins and/ or Org managers to merge bookings with these simple steps:
- Select the bookings you want to merge into a tour. You can either select them individually or select all by checking the box next to the display options.
- Make sure all the bookings are in the same status (either
Pickable
,Scheduled
orOn Hold
).
- Make sure all the bookings are in the same status (either
- Click on Instant merge button.
- Status of the simple bookings will be changed to
Dispatched
and will be not visible as individual bookings in the driver app. MotionTools creates a new booking which is marked asTour
. If you want to view only the tours created, click on the drop-down list to filter from All bookings to Driver tours.
- Status of the simple bookings will be changed to
- Undispatch the tour if you made a mistake.
- Merged bookings (status
Dispatched
) can be reverted to their previous state by 'unmerging' the newly created tour. Select the tour and hit the Undispatch button — this action cancels the tour and its bookings will be undispatched. Reselect the bookings and hit Instant merge again to create a new tour.
- Merged bookings (status
Instant merge algorithms
Depending on your business decision and promises to customers, you might want to choose between different merging algorithm. Here are the rules we support so far:
-
Sorted by first-in
All stops will be merged and sorted by 'first-in'.
For 2-stop bookings we collect all first stops and sort them by first-in, then collect all second stops and sort them again by first-in.
-
Optimized by distance
We collect all stops and sort them by shortest distance.
For 2-stop bookings we start with all first stops and sort them by shortest distance, then take all second stops and sort them by shortest distance. We don’t support 3-stop bookings for now.
-
Instant merge into On Hold tour
This option allows dispatchers to merge Customer bookings and Driver tours into an existing On Hold tour.
Stops of the selected bookings/ tours are merged into the earliest scheduled On Hold tour that is selected. The stops will be moved to the last position of the tour. You can use the Quick edit feature afterwards to perform certain route optimization algorithms for re-optimizing the tour.
Step-by-step guide:
- Select at least one On Hold tour.
- You may select more than 1 tour. If multiple On Hold tours are selected, we merge stops of the selected bookings into the earliest scheduled On Hold tour.
- Select Bookings that are in On Hold or Partially dispatched status.
- An En Route tour can also be merged into the existing On Hold tour with this option.
- Select the Instant merge into On Hold tour option.
- Observe that all new stops are moved to the end of the On Hold tour.
-
Instant merge as next stops of En Route tour
This option allows dispatchers to merge Customer bookings and Driver tours into an existing En Route tour.
Stops of the selected bookings/ tours are merged into the En Route tour that is selected. Stops are moved to the next available stop the driver is currently at. You can use the Quick edit feature afterwards to perform certain route optimization algorithms for re-optimizing the tour.
Step-by-step guide:
- Select only one En Route tour.
- Select another booking in the On Hold or Partially dispatched status. You may select an On Hold tour as well.
- Select the Instant merge into En Route tour option.
- Observe that stops from all selected bookings and/ or tours are merged into the En Route tour, and the new stops are inserted as the next stops the driver should head towards.
-
Instant merge to the end of En Route tour
This option allows dispatchers to append stops from Customer bookings and Driver tours into an existing En Route tour.
Stops of the selected bookings/ tours are inserted at the end of the En Route tour that is selected. You can use the Quick edit feature afterwards to perform certain route optimization algorithms for re-optimizing the tour.
Step-by-step guide:
- Repeat the first and second step from the guide above.
- Select the Instant merge to the end of En Route tour option.
- Observe that stops from all selected bookings and/ or tours are merged into the En Route tour, and the new stops are inserted as the last stops of the tour.