Merge with preview

This article explains how the Merge with preview feature works and how to use it to build tours manually.

 

Overview

 

MotionTools offer multiple ways to optimize incoming bookings into tours for drivers. More details are covered in the article: Tour builder. The Merge with preview feature would work best for bundling various bookings structures (e.g. 1-stop bookings, 2-stop bookings) into a tour, as well as for merging some stops of a booking into a tour.

The Merger displays a preview of the tour route in a map, shows ETA and delays as well as tour statistics to help dispatchers plan more complex tours.

 

This feature currently allows dispatchers to optimize tours by distance or rearrange stops manually, and we’re working on bringing in more sorting algorithms and timeslot management in the future iterations.

 

Basic steps to build a tour with the Merger

Identify the relevant bookings and make sure that the bookings are in the right status

Use the filters to identify relevant bookings. If bookings are in instant, pickable or scheduled state, please make sure to put them in the ‘On Hold’ state. MotionTools currently only supports merging bookings into tours for bookings that are in the status ‘On Hold’.

Mergefeature_Put_on_hold.gif

This is to protect the dispatcher from running into an issue when a booking that is already visible to a driver will be started while the tour is being planned. For a summary of the different booking statuses, please read Booking statuses.

 

Select bookings and select launch the Merger

  1. Select relevant bookings.
  2. Adjust the Split button if it doesn’t show Merge bookings yet.
  3. Click on Merge bookings to launch the merger.

Mergefeature_Launch_merger.gif

 

Build the tour and preview it

  1. Make necessary adjustments to route, add a tour name, Capability, additional tour information and scheduled_at time.
  2. Click on optimize if you like and check out the tour stats.
  3. Hit Create tour.

Merge_feature_Tour_creation.gif

 

Upcoming improvements

We’re working on expanding the functionality of this feature by bringing sorting algorithms available to Instant-merge feature to the Merge with preview feature as well. Stay tuned for what’s coming!

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