The Logistics Manager allows you to build a set of routes for each day that you have deliveries. When you have set your routes and built your shipment, all of the labels on a delivery that are associated with a stop will be updated to include the stop order and truck number for that location.
This tool is helpful for anyone who has several stops that they deliver to on a single day, and is particularly helpful if you have multiple deliveries that are going to the same address on a given day.
To use this feature:
Click on the Logistics menu on the Harvie dashboard. You will see a list of upcoming and recent days for which you had deliveries.
Click the 'View' action for a day that you want to create shipping labels for.
On Shipment screen, the Routes tab will display a list of unassigned stops that you can drag and drop onto a truck. As you drag and drop the stops, you will see the map update with the route.
If you have multiple trucks, click the "Add Truck" button. You can drag and drop stops between trucks or from the un-assigned column.
When you are happy with your shipment, click "Save Shipment".
Go to a delivery that delivers on the day you just worked with. When the delivery is finalized, print the labels as you normally would, or view the driver report. All labels and reports will now show the truck and stop number for all stops that were assigned to a truck/stop in the shipment manager. Un-assigned stops will print without truck/stop numbers as normal.
You can make changes to the shipment at any point, however you will have to remember to re-generate the labels if you make changes after you have already generated labels.
Exporting and Importing Shipments
The Shipment Routes tab allows you to export and import files that are compatible with Roadwarrior's latest import/export formats.
A sample export can be seen here:
The export format should be useable for any couriers you work with.
Export your file from Roadwarrior and save the "Stops" sheet of the exported file as a csv, and it should look something like this:
A few things to note which may be particularly helpful if you are not using Roadwarrior to optimize your routes, which may make generating a file like this faster:
- The address column can be the street number only, or it can have the address formatted anyway you'd like as long as it starts with the street number.
- Content of all columns after the address column are ignored, but you must have the heading column titles present and in order.
- This file must be uploaded to Harvie as a CSV. Roadwarrior exports a spreadsheet with two sheets: this is the second one, titled "Stops".
- To add more Routes, split up the rows with a new row that starts with "Route:" in the "Route" column of the document
Once you've prepared your file for import, click the "Import Routes" button at the top of the list of routes and upload your file. You should see all of the stops moved onto appropriate trucks, in correct order.
Viewing Labels and Reports
The Shipment Labels and Reports tab allows you to view and download a list of the members receiving boxes in that day's shipment, and which shares each member is scheduled to receive.
Sort the rows in the table by clicking on any column header. To sort on multiple columns at once, hold the "Shift" key while clicking on them in the desired order.
You can also filter the table on any combination of truck, location, stop number, share size, share type, and products requiring separate labels. Simply select the checkboxes for any items you want to include in the list. De-select a checkbox to remove that item from the filter. Clear all selections to view the default list. Note: Truck and Stop options will only be available once you have created and saved them on the Routes tab.
This tab also provides the ability to view and print your Pick List and Driver's Report. When selecting Driver's Report in the View list, you will be given the option of the Default or Summary view. As in the existing Deliveries feature, the Default view lists each label for the members who meet your filter criteria, and the Summary view provides the count of each share or separately-labeled product. The Pick List shows the count of each item in the qualifying members' boxes. Use the Download CSV button to generate a spreadsheet of the results, or press CTRL+P or CMD+P, depending on your operating system, to print the table as it is displayed on your screen.
The Labels available in the Logistics feature have been redesigned to include all relevant member and route information. Products are now listed by their 16-character SKU, with the delivery product name below, and use a fixed font size and number of items per label. If this is a member's first delivery from your farm, a welcome message is shown at the top of their main share label.
Here is an example of how to read the new labels: