Planning

In the Planning settings area, you define how automatic tour planning is executed in X4fleet. Here, administrators activate time-controlled planning, determine on which weekdays and at what time it runs, and configure the behavior of the «Find Best Tour» and «Release Tour» functions. These settings are saved per group.

1. Navigation

You access the planning settings via the main menu under Settings in the Planning-Dispatch tab.

Note: The planning settings are only available to users with the corresponding administration permissions.

2. Schedule of the Planning Automation

In this section, you activate automatic tour planning and determine when it is executed. With the automation activated, X4fleet plans the tours independently at the defined times, without a dispatcher having to trigger the planning manually.

Configuration

1. Activate automatic planning via the «Active» checkbox.
2. Use the seven weekday checkboxes (Monday to Sunday) to select on which days the automation should be executed.
3. Use the «Run at» time selection to define the daily time at which the planning is started.
4. Save the settings.

The automation then runs on every selected weekday at the set time.

Note: If the automation is deactivated, tours are planned exclusively manually by the dispatchers. If no default values are stored, sensible default values are pre-filled when the settings are opened.

3. Functions of the Planning Automation

Via two separate areas, you control which actions the planning automation executes on each run. Both functions can be activated and configured independently of one another.

«Find Best Tour» Function

This function automatically searches for the most suitable tour for the orders to be planned.

1. Activate the function via the «Active» checkbox.
2. Use the «Use any recurring tour template» option to define whether any recurring tour template may be used. If the option is deactivated, select the specific tour to be used in the «Recurring tour template» selection field.
3. Use the «Use any recurring tour template of the order» option to define whether the recurring tour template assigned to the order may be any. If the option is deactivated, select the desired recurring tour template of the order in the associated selection field.
4. Save the settings.

«Release Tour» Function

This function automatically releases the planned tours after planning, so that they are available for further processing.

1. Activate the function via the «Active» checkbox.
2. Configure the use of the precombined tours analogously to the «Find Best Tour» function – either by allowing any precombined tour or by specific selection in the corresponding selection field.
3. Likewise, define whether the recurring tour template assigned to the order may be any or is selected specifically.
4. Save the settings.

The selection fields for the precombined tours display the precombined tours available in the current group.

Note: The «Find Best Tour» and «Release Tour» functions only take effect if the planning automation (see Section 2) is activated.

4. Notes

• All planning settings are applied together with the remaining settings via the «Save» button and apply to the respectively selected group.
• The selection of the precombined tours depends on the precombined tours created in the current group. If tours are added or removed there, they are available for selection accordingly after reloading the settings.