Manage Actions

Create actions

  • Navigate to Tasks > Action List tab
  • You will notice that a set of actions has been automatically created. These are the default action codes for VRP model
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  • In case there are no action code, you can create the action using Excel template. Below are the information fields of the actions
Action Code (Compulsory)Action Name (Can be changed)Organization Code
LOADING_AT_DEPOTLoading Products at DepotAlways use the organization code of the Manufacturer
DELIVER_PRODUCTDeliver Products to customerAlways use the organization code of the Manufacturer
END_DAYEnd of DayAlways use the organization code of the Manufacturer
BACK_DEPOTBack to DepotAlways use the organization code of the Manufacturer

Create forms for actions

General steps

  • Hover on the Action code for which you want to create form, then click on Form Builder icon
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  • You will be directed to the Form Builder screen, where you can start creating form for that Action code
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  • You will see a blue Submit button. You need to remove it by hovering your mouse over it, then click on the red icon at the far right
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  • Now you can begin to create form for the Action code, by dragging the appropriate component on the left side to the right side
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  • The set up form of the component will appear. Input data into that form, then click Save
  • We will specify the detail for each component below
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  • Note: For some special components, you can drag other components inside them
  • After you have finished configuring all components, scroll down the Form Builder screen, then click on Save View to finish creating the form for the Action code
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  • A pop up will appear to let you know you have succeeded creating the form
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  • Click on Back to get back to the Action list tab. You can continue to create forms for other Action codes
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  • We will now move on to create form for each action code

LOADING_AT_DEPOT Action code

1.1 Order Information panel

  • Component used: Layout Components > Panel
  • Position: On top
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  • Component content:
  • Note: The value input into Title field can be changed freely
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1.2 Order Information Table

  • Component used: Layout Components > Table
  • Position: Inside Order Information Panel component
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  • Component content:
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1.3 Order Code Field

  • Component used: Basic Components > Text Field
  • Position: Inside Order Information Table component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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1.4 Customer Code Field

  • Component used: Basic Components > Text Field
  • Position: Inside Order Information Table component, to the right of Order Code Field component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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1.5 Customer Name Field

  • Component used: Basic Components > Text Field
  • Position: Inside Order Information Table component, to the right of Customer Code Field component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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1.6 Amount of Money to be collected Field

  • Component used: Basic Components > Text Field
  • Position: Inside Order Information Table component, to the right of Customer Name Field component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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1.7 Check In panel

  • There are two options on how the driver performs the Check In action

1.7.1 Check In with the coordinate information of the location where the driver is standing

  • Component used: Special Components > Address
  • Position: Below Order Information panel component
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  • Component content:
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1.7.2 Check In with an image of the location where the driver is standing

  • Component used: Special Components > File
  • Position: Below Order Information panel component
  • Component content:
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1.8 Order Status Confirmation panel

  • Component used: Layout Components > Panel
  • Position: Below Check In panel component
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  • Component content:
  • Note: The value input into Title field can be changed freely
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1.9 Confirm to have taken products out of the warehouse Checkbox

  • Position: Inside Order Status Confirmation panel component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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1.10 Confirm to have left the warehouse Checkbox

  • Position: Inside Order Status Confirmation panel component, below Confirm to have taken products out of the warehouse checkbox component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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DELIVER_PRODUCT Action code

2.1 Check In panel

2.2 Bill receiving confirmation panel

  • Component used: Layout Components > Panel
  • Position: Below Check In panel component
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  • Component content:
  • Note: The value input into Title field can be changed freely
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2.3 Bill receiving confirmation check box

  • Component used: Basic Components > Check Box
  • Position: Inside Bill receiving confirmation panel
  • Component content:
  • Note: The value input into Label field can be changed freely
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BACK_DEPOT Action code

3.1 Check In panel

3.2 Update status at the end of day panel

  • Component used: Layout Components > Panel
  • Position: Below Check In panel component
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3.3 Confirm to have handed all redundant products to the warehouse manager Check box

  • Component used: Basic Components > Check Box
  • Position: Inside Update status at the end of day panel component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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3.4 Confirm to have handed all collected cash to accountant Check box

  • Component used: Basic Components > Check Box
  • Position: Inside Update status at the end of day panel component, below Confirm to have handed all redundant products to the warehouse manager Check box component
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  • Component content:
  • Note: The value input into Label field can be changed freely
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END_DAY Action code

4.1 Check In panel