My Visits - location and sectorization of addresses to visit on a map

Basic principles

The My Visits Locating addresses to visit page (or another title, depending on the default terminology applied or customised as defined in the My Activity page) is a necessary step before each route plan optimization simulation.  

Preparation required

Each optimization of a series of visits starts with the import and configuration of constraints for your visits. This step needs to be performed prior to locating the visits on a map. 

 Refer also the Data import and association page to see how to set constraints for visits to optimize.


Locating addresses on a  map can then be performed automatically and can be validated via an interactive wizard. 

This page allows you to track the automated geolocation of addresses as it takes place, consult results and modify, if need be, automated correspondences or unmatched address results where addresses have errors in them, or are incomplete. The Street View button allows you to consult the location suggested before validation.

Utilisation

Geolocation and treatment of results

On this page you can:

  • track the automated address location process as applied to your visits
  • consult location report indicators at the end of the automated process
  • analyse results using sort and filter functions
  • check the location of visits in the overall map context using the map and all its layers (transport, satellite + traffic, terrain...)
  • verify the mapped location of visits overall
  • verify some addresses individually and the way they have been located automatically
  • choose a different correspondence for an address than that offered automatically 
  • if needed, modify the address and re-locate individual visits 
  • if needed, adjust the visit location, working in the map, to improve on its geographic positioning. 

Geographic sectorization of visits (available in the PREMIUM version of TourSolver)

The PREMIUM version of TourSolver allows you to apply a geographic sectorization to your visits before running a routes optimization.

Click on  to apply a sectorization before optimization.

  If you do not have TourSolver PREMIUM, the following message will display when you click on this button:

Contact your TourSolver sales team if you want to purchase TourSolver PREMIUM.

With the function enabling geographic sectorization of visits, you can:

  • View, optimize, or edit an assignment of visits to resources that has already been defined via the Assign resources constraint
  • Apply a new automated geographic sectorization of visits to the team in charge of the route optimization to be implemented, without assigning visits to resources beforehand; this sectorization can also be modified manually if need be, before validating and running the route optimization.

Choosing the team to sectorize

The  button opens a dialogue enabling choice of the team concerned by the sectorization and route optmization.

Geographic sectorization

In the Sectorization page that then displays, you can apply:

  • an automated sectorization depending on the number of resources in a team, that is balanced on the number of visits, or on any other indicator imported with the visits (quantity to deliver, visit duration, turnover, potential, etc.)
  • a sector balancing depending on the number of visits and/or depending on a balancing indicator imported with the visits (quantity to deliver, visit duration, etc.)
  • a guided editing of the sectorization, on the basis of a geographic distribution of visits by resource or group of resources

More details*

* Please read only the chapter 2 of the page accessible from this button.

Application of assignments and running the route optimization

Once the sectorization has terminated, the  button displays an interface enabling confirmation, definition or editing of the assignment of resources to sectors.

Finally, the  button displays a window enabling confirmation of the main optimization parameters, before running the process. The sectorization applied here can also be displayed in the map of optimization results.

The geographic sectorization of visits functionality is available in the PREMIUM version of TourSolver. It is not available yet for all countries covered by TourSolver. Only the European continent is covered at the time of writing. Other continents will be covered in time.

Running the route optimization

Once the verification of addresses positioned on the map is complete and any modifications have been made, click on  to run the automated route optimization process. 

The Optimization parameters window summarises information for the period, the team and the resources to optimize. You can adjust the time period, the team chosen for the optimization and available resources using the check-box opposite each resource in the table. So, if one or several resources are unavailable at the last minute, you can leave them out of the optimization by unchecking the respective check-boxes. The mean of transportation and the fuel type to use can be overwritten in this step to correct the data defined for the team.


A gear wheel icon at the top right of the table serves to customise the fields to display in the list, in which you can choose which resources to optimize.

At the bottom of the optimization parameters window, the Means of transport parameter defined in the My activity page is posted as a reminder and can be modified if necessary.

Once parameters have been verified or edited, click on the  button to run the route optimization.

Now you can carry on using TourSolver, tracking optimizations of your routes and exploiting the results of the optimized route plan.

Happy TourSolving!


> NEXT ARTICLE: Route optimization computation

> THIS ARTICLE MAY ALSO BE OF INTEREST: Optimization results

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