Documentation Mapotempo


1.6. Zoning Management

Zones are used to assign a set of visits which are geographically close and contained in one of these zones to each of your vehicles. Creation of the zones (or zoning) can be achieved in two ways:

  1. after importing or creating a destinations list: automatically create intervention area.

  2. having an idea of your intervention area: manually create your zones on a blank map.

Each zoning contains several zones associated with one of your vehicles. A zoning corresponds to a type of routes with specific destination requirements. It can be reused to share your visits among your vehicles Fig. 1.143.

../_images/app-plannings-zonings-edit_existing-num-600.png

Fig. 1.143 Example of zoning.

This distribution of visits allows visits you to create route maps which can be printed or exported in seconds.

1.6.1. Create zoning

To access Zoning creation, open the “Plans” menu. Then click on “Zonings” Fig. 1.144.

../_images/app_zoning_menu.png

Fig. 1.144 Go to new zoning creation.

The following page opens Fig. 1.145.

../_images/zoning_list.png

Fig. 1.145 Zonings List.

Click on the New Zoning button new_zoning_button. Fig. 1.146

../_images/new_zoning.png

Fig. 1.146 Zoning creation page.

One the New zoning page, enter the zoning Name Fig. 1.146.

Select the plan to which you want to assign the zoning, by opening the “Destinations from plan” drop-down menu. You can select a selection of destinations to display if one of the Plans you created contains a tag to filter destinations for display (see section on Tags).

Save by clicking on the Create Zoning button create_zoning_button.

The map opens with the store at the center, if just one store has been created, or showing all stores, if there is more than one store.

1.6.1.1. Automatic zonings

The panel on the right allows you:
  1. To show or hide all destinations.

  2. To generate automatic zonings according to the criteria in the drop-down “Generate” button button_generate.

  3. To export the zoning to a spreadsheet program.

Automatic zonings can be generated according to:
  • Numerical criteria: A number of zones, visits, kilometers or deliverable units, according to needs and strategies.

  • A distance relative to the store: zoning boundaries are drawn an equal travelling distance from the store according to the distance entered.

  • Journey time from the store: zoning boundaries are drawn an equal travelling time from the store according to the time entered.

Note

To generate Isochrone zoning, the route calculator must be set to Fastest. To generate Isodistance zoning, the route calculator must be set to Shortest.

Note

Whenever zoning is created by this method, vehicle configurations must contain stores.

1.6.1.1.1. Zones according to criteria

Zones are drawn according to the criteria set in the automatic zoning modal window. Fig. 1.147

../_images/automatic_zoning_modale.png

Fig. 1.147 Automatic zonings modale.

Criteria to fill in:
  • The number of zones you want

  • With a simple strategy, the number of stops is divided by the desired number of zones.

  • With an advanced strategy, zones are balanced according to working hours divided by desired number of zones, according to the number of deliverable units divided by the desired number of zones, according to the number of kilometers to travel divided by the desired number of zones, according to the number of visits divided by the desired number of zones.

  • Distance calculation can be flying distance or the distance by road (Routing Engine).

1.6.1.1.2. Isodistance or isochrone zones

Zones can be drawn starting from each store on a plan. When you click the Generate button, the isodistance or isochrone modal window opens Fig. 1.148.

../_images/zoning_isodistance_modale.png

Fig. 1.148 Iso zoning Modale.

Enter the distance or time to draw around the point. The zone is drawn. Fig. 1.149

../_images/isochrone_zoning_store.png

Fig. 1.149 Zone drawn.

Zones can be drawn starting from each point on a plan (planned or unplanned). When you click on the point, a contextual window opens Fig. 1.150

The magic wand icon magic_icon enables you to draw isochrone or isodistance zoning around the point, depending on the route calculator Fig. 1.151

../_images/zoning_isochrone_modale.png

Fig. 1.151 Iso zoning Modale.

Enter the distance or time to draw around the point. The zone is drawn Fig. 1.152

../_images/isochrone_zoning_destination.png

Fig. 1.152 Iso zoning Modale.

1.6.1.2. Manual zonings

Click the icon icon_hexagone to activate the zone editor.

Draw the area on the map by successive movements and clicks of your mouse. Close the zone by double-clicking or by clicking on the first point. Your zone is drawn.

1.6.1.3. Assignment of zoning

A free text field is displayed for each zone you created so that you can assign a name to it (optional).

A vehicle can be assigned to your zone from the drop-down list in the menu on the right. The number of zones can match the number of vehicles.

Click on the “Save Zoning” button save_zoning_button.

1.6.2. Create zoning from a Plan

Open an existing plan or create a new Plan (see the Plan and route management section).

In the right-hand panel, alongside the Zoning field, click on the + button plus_button.

The map shows all the destinations present in the Plan. Destinations are shown automatically.

1.6.2.1. Automatic zonings from a Plan

The panel on the right allows you:
  1. To show or hide all destinations.

  2. To generate automatic zonings according to the criteria in the drop-down “Generate” button button_generate.

  3. To export the zoning to a spreadsheet program.

Automatic zonings can be generated according to:
  • Numerical criteria: A number of zones, visits, kilometers or deliverable units, according to needs and strategies.

  • A distance relative to the store: zoning boundaries are drawn an equal travelling distance from the store according to the distance entered.

  • Journey time from the store: zoning boundaries are drawn an equal travelling time from the store according to the time entered.

Note

To generate Isochrone zoning, the route calculator must be set to Fastest. To generate Isodistance zoning, the route calculator must be set to Shortest.

Note

Whenever zoning is created by this method, vehicle configurations must contain stores.

1.6.2.1.1. Zones according to criteria

Des zones sont dessinées selon les critères définis dans la modale de Zonage automatique. Fig. 1.153

../_images/automatic_zoning_modale.png

Fig. 1.153 Automatic zoning modale.

Criteria to fill in:
  • The number of zones you want

  • With a simple strategy, the number of stops is divided by the desired number of zones.

  • With an advanced strategy, zones are balanced according to working hours divided by desired number of zones, according to the number of deliverable units divided by the desired number of zones, according to the number of kilometers to travel divided by the desired number of zones, according to the number of visits divided by the desired number of zones.

  • Distance calculation can be flying distance or the distance by road (Routing Engine).

1.6.2.1.2. Isodistance or isochrone zones

Zones can be drawn starting from each store on a plan. When you click the Generate button, the isodistance or isochrone modal window opens Fig. 1.154.

../_images/zoning_isodistance_modale.png

Fig. 1.154 Iso zoning Modale.

Enter the distance or time to draw around the point. The zone is drawn. Fig. 1.155

../_images/isochrone_zoning_store.png

Fig. 1.155 Iso zoning Modale.

Zones can be drawn starting from each point on a plan (planned or unplanned). When you click on the point, a contextual window opens Fig. 1.156

The magic wand icon magic_icon enables you to draw isochrone or isodistance zoning around the point, depending on the route calculator Fig. 1.157

../_images/modale_iso_zoning_destination.png

Fig. 1.157 Iso zoning Modale.

Enter the distance or time to draw around the point. The zone is drawn. Fig. 1.149

../_images/isochrone_zoning_destination.png

Fig. 1.158 Iso zoning Modale.

1.6.2.2. Manual zonings from a Plan

Click the icon icon_hexagone to activate the zone editor.

Draw the area on the map by successive movements and clicks of your mouse. Close the zone by double-clicking or by clicking on the first point. Your zone is drawn.

1.6.2.3. Assignment of zoning

A free text field is displayed for each zone you created so that you can assign a name to it (optional).

A vehicle can be assigned to your zone from the drop-down list in the menu on the right. The number of zones can match the number of vehicles.

Click on the “Save Zoning” button save_zoning_button.

1.6.3. Edit zoning

1.6.3.1. Edit zones

The icon_hexagone icon creates areas (see previous section). Fig. 1.159

../_images/app-plannings-zonings-edit_pencil_02-num.png

Fig. 1.159 Edit zones.

The iconemodifier icon lets you change your zones by clicking and dragging the corners of the polygon (2). It is important to confirm your changes (3) Fig. 1.159.

The iconesupprimer icon allows you to delete an area by clicking the chosen one. It is important to confirm your changes (3).

1.6.3.2. “Confirm” the changes

Note

Both edit and delete operations require you to confirm the operation (3), otherwise the changes will be lost

Fig. 1.160

../_images/app-plannings-zonings-edit_pencil_01-num-600.png

Fig. 1.160 Confirm and save zoning changes.

When you have finished your editing, click the “Save Zoning” button (4). Once your zoning is saved, you can plan and optimize your routes in the “Edit Plan” page of the selected plan (described in the “Optimize routes”).

1.6.4. Apply zoning

The zonings you create can be accessed from the drop-down menu alongside the Zonings field in the panel to the right of a Plan page. They can be single or multiple. Fig. 1.161

../_images/scrolldown_zoning.png

Fig. 1.161 Drop-down zoning menu

Click on the drop-down arrow to the right of the Zoning field. Select the zoning(s) you want; or type the first characters of the zoning(s) you want, then select the zoning(s) you want Fig. 1.162

../_images/selected_zoning.png

Fig. 1.162 Selected zonings

The zoning button appears in orange apply_zoning_button. Click.

A confirmation window checks that you really want to apply the zoning. If zoning is not applied, only zones will appear on the plan. Points remain in routes. Data present will be overwritten when zoning is applied. Fig. 1.163

../_images/warning_apply_zoning_modal.png

Fig. 1.163 Zoning warnings modal window

A modal window appears while zoning is applied. Fig. 1.164

../_images/applying_zoning_modal.png

Fig. 1.164 Apply zoning modale

Destinations are assigned to a zone, and thus to a vehicle. Fig. 1.165

../_images/applied_zoning.png

Fig. 1.165 Plan with zoning

1.6.5. Zonings and optimization

In addition to showing sectors, zonings are part of the optimization strategy for various routes. Fig. 1.166

../_images/optim_zoning.png

Fig. 1.166 Optimization strategies

1.6.5.1. Optimization with manual sectorization

After creating zoning manually (see section on Zonages manuels (manual zoning)) and applying the zoning to the Plan, stops are assigned to the appropriate zone.

When you click on the optimization icon for each route icon_optimization2, the points are ordered and the route optimized.

1.6.5.2. Optimization with automatic sectorization

After creating zoning automatically (see section on Automatic zoning) and applying the zonage to the Plan, stops are assigned to the appropriate zone.

When you click on the optimization icon for each route icon_optimization2, the points are ordered and the route optimized.

1.6.5.3. Global optimization

Global optimization is explained in detail in the “Plan and route management” section.

No zoning is defined. Global optimization is launched by clicking the “global optimization” button icon_optimization. Destinations are distributed across optimized routes.

1.6.5.4. Mixed optimization (global sectorization and optimization)

Having created a zoning and applied that zoning to the Plan, launch global optimization by clicking on the “global optimization” button icon_optimization. Destinations are distributed across optimized routes in accordance with the zones drawn.

1.6.6. Excluded zones

Zoning can define zones to bypass, exclude or avoid.

Using the Heavy goods vehicle - fastest (Time) routing engine, draw a manual or automatic zone (see Creating a zoning section). In the right-hand panel, check the “Don’t go inside this zone” box excludedZones for the zone(s) to be excluded from routes. Fig. 1.167

../_images/excludedZonesPlan.png

Fig. 1.167 Plan with excluded zones.

The zone whose box is checked appears hatched in red on the map.

Note

If the “Don’t go inside this zone” field does not appear, please contact Support to select the correct routing engine.

1.6.7. Export a zoning

Exporting a zoning allows you to keep sectors on a given date with the destinations assigned to each zone.

On the page of the zoning you wish to export, check the Show all destinations button Fig. 1.168

../_images/zoningExport.png

Fig. 1.168 Export a zoning.

Choose the format you want: Excel CSV, Excel or standard CSV) Fig. 1.169

../_images/zoningExportFormat.png

Fig. 1.169 Choose the zoning export format.

The file is downloaded to the chosen destination.

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