First Mile Planning - 1

How to set up transportation masters (vendor, vehicle make, vehicles) for planning?

In the dashboard :

• Click on hamburger menu () → Setup → Transport ()

Vendor setup

• On the Transport view, click on the Vendor section on the top.

→ To create a new vendor

• Click on ADD NEW button.

• Method 1 - New Vehicle Vendor option → A form shall appear with required fields. This method is used to create a single vendor.

  • Fill up the form and click on Add button.

  • You’ve successfully added a vendor.

• Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vendors.

  • Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully added multiple vendors.

→ To update an existing vendor.

• Method 1

  • Click on Edit Vendor button() under Action column → A form shall appear with existing data. This method is used to update a single vendor data.

  • Update the existing data in the form and click on UPDATE button. You’ve successfully updated existing vendor data.

• Method 2

  • Click on UPDATE VENDORS → Upload Excel For Update. This method is used to update vendor data in bulk.

  • Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully updated multiple vendor data.

Vehicle Make setup

• On the Transport view, click on the Vehicle Make section on the top.

→ To create a new vehicle make.

• Click on ADD NEW button.

• Method 1 - New Vehicle Make option → A form shall appear with required fields. This method is used to create a single vehicle make.

  • Fill up the form and click on Add button.

  • You’ve successfully added a vehicle make.

• Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vehicle makes.

  • Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully added multiple vehicle makes.

→ To update an existing vehicle make.

• Method 1

  • Click on Edit Vehicle Make button() under Action column → A form shall appear with existing data. This method is used to update a single vehicle make data.

  • Update the existing data in the form and click on UPDATE button. You’ve successfully updated existing vehicle make data.

• Method 2

  • Click on UPDATE VEHICLE MAKES → Upload Excel For Update. This method is used to update vehicle make data in bulk.

  • Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully updated multiple vehicle make data.

Vehicle setup

• On the Transport view, click on the Vehicle section on the top.

→ To create a new vehicle.

• Click on ADD NEW button.

• Method 1 - New Vehicle option → A form shall appear with required fields. This method is used to create a single vehicle.

  • Fill up the form and click on ADD VEHICLE button.

  • You’ve successfully added a vehicle.

• Method 2 - Upload Excel option → A file upload window appears. This method is used to create multiple vehicles.

  • Click on Select From Computer button to upload your Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully added multiple vehicles.

→ To update an existing vehicle.

• Method 1

  • Click on Edit Vehicle button() under Action column → A form shall appear with existing data. This method is used to update a single vehicle data.

  • Update the existing data in the form and click on SUBMIT button. You’ve successfully updated existing vehicle data.

• Method 2

  • Click on UPDATE VEHICLES → Upload Excel For Update. This method is used to update vehicle data in bulk.

  • Click on Select From Computer button to upload your updated Excel sheet and click on UPLOAD button.

  • One can also drag and drop your file into the space provided in the window.

  • You can download a sample Excel file to understand what data has to be entered by clicking on Download Sample Excel option from the window.

  • You’ve successfully updated multiple vehicle data.