Plan Manually

Description

Manual territory planning lets you create new objects, reallocate objects, or revoke allocations on the selected layer.

The newly planned objects are referred to as planning objects.

For example, you can select multiple customers from the base layer and allocate them to a new sales representative.

Before you can plan objects manually, you may first need to select planning and/or base objects.

To do Plan manually proceeds as follows:-

1. User can access plan manually by

    Click on menu button  → Select plan manually under territory planning menu.

   

2. Select a layer in the Planning layer selection table, or create a new layer.

If no base layer has been defined for the selected layer, the Define hierarchy window appears; you can then define a base layer.

The planning layer must be a layer allocated to the base layer, Manage. In this case, the base layer is automatically entered.

If you need, enable the exclusive selectability option for planning layer/ base layer.

The following table explains the row Select objects:

You can choose the following options

• New planning object
• Rename planning object
• Delete planning object
• Resolve allocation
• Change Allocation
• Show total values
• Advanced settings(Allow multiple allocations)

New planning object

To create new planning objects, proceed as follows: -

1. Select the desired objects at the base layer.

2. Click <New planning object> button.

3. Enter the object name.

4. Click <OK> button.

Rename Planning Object

Changes the ID of an existing object.

1. Select an object at the planning layer.

2. Click <Rename planning Object> button.

3. Enter the new name.

4. Click <OK> button.

Delete Planning Object

Deletes an existing object.

1. Select one or more objects at the planning layer.

2. Click  <Delete planning object> button.

.

Click <Yes> to confirm.

Resolve Allocation

Deletes existing allocations of objects at base layer to objects at the planning layer.

1. Select at least one object at base layer.

2. Click <Resolve allocation> button.

Change Allocation

Reorganizes existing allocations of objects at base layer to objects at the planning layer.

1. Select an object at the planning layer.

2. Select at least one object at the base layer that you want to add to the planning object.

3. Click  <Change allocation> button.

The allocation(s) are recalculated.

Show Total Values

In this area, you can display the total value for selected objects at the base layer without having to perform manual planning.

The total values of the fields in the selection table are available for this.

1. Enable the option Display total value.

2. Select the desired objects on the map or in the data table.

The total is displayed on 'Total of selected objects' field.

Advanced settings(Allow multiple allocations)

Map&Market gives you the ability to allocate a base object to multiple planning objects.

For example, you can specify that multiple repair teams are responsible for a specific territory.

If an accident is reported within this sales area, several teams can be sent to the accident site.

To do multiple allocations, proceed as follows:-

1. Select the desired planning layer and base layer.

2. Enable the option 'Allow multiple allocations'.

3. Enable one of the following options

Allocate base object with a value of 100%	You can allow 100% of the selected base layer object to several planning objects
Allocate base object proportionately	You can distribute a percentage of the selected base layer object over several planning objects. The total shares are then 100%. For example, you can allocate a 25% share of a "Road segment" base object to four delivery agents.

4. Select at least one object from the base layer.

5. Select any object from the planning layer.

6. Click on <change allocation> button.

In the result, the planning object is allocated to several base object.

The Percent column now contains the details of what percentage of the planning object is allocated to the respective base object.

7. If you click on reset all, the percentage column will reset according to options selected

• Allocate base object with a value of 100%
• Allocate base object proportionately.

8. Individual Assignment

After assigning a planning object to multiple base objects, you can specify for this base object the percentage to which the planning objects are each responsible for the base object.

Do the following steps to check individual assignment

• Select the desired base object for which you have created multiple allocations.
• Click on <Individual assignment> button.

• The selected base object is displayed in the Base object area.

• Allocation details and the percentage is displayed on the grid.

• Click on percentage column and enter new value.

• Total percentage value is showing below the grid.

• After editing, if you prefer to keep the original values, then select one of the following options in the Reset area:  Allocate base object with a value of 100% / Allocate base object proportionately       
  

Allocate base object with a value of 100%	Resets all planning objects to 100%
Allocate base object proportionately	Reassigns existing  percentages to all planning objects

• Click on <Apply> button.
• Click on <Close> button.

9. Data field configuration

In this area, you can configure the restrictions to apply when allocating objects at the planning layer to objects at the base layer.

To configure restrictions, proceed as follows:

1. Click Data fields. 

   The Data field configuration for manual planning window appears.

2. Select the desired data table for the present base layer.

3. Select the data fields for which restrictions will apply in planning.

   If you have already imported data, they are shown here.

   If no imported data are available, fixed values can be set for these data which are taken into consideration during planning.

4. To do this, click next to each selection box.

5. In the Fixed value field, enter the new, desired value.

   This is taken into account first for planning. The imported values will then no longer be considered.

6. Set sill and exclusion skill details.

7. Process the data fields at the planning layer as described above.