Tour templates, route templates and tour preparation resources
Key Takeaway
The order template reference on a tour template decides whether drivers can create van sales orders and returns during a visit. With No template, drivers can only execute the delivery documents assigned to the tour.
In direct store delivery, a warehouse admin prepares everything a delivery driver needs before a tour starts. The admin sets up the warehouse with its products, vehicles and users, plus the templates that set the tour's rules. A tour template holds the settings, checks, and allowed visits and documents for a tour. Route templates let admins build reusable routes. Admins then create van-sales tours from those routes. Template settings are copied into each tour, so this setup decides what drivers can do during the tour.
How to prepare a delivery tour
Warehouse admins lead tour preparation for delivery drivers. They work in this order:
- Create a warehouse record.
- Add users and vehicles.
- Set up tour configurations and routes, including tour templates and route templates.
- Set up the delivery tours.