Routing Sales Orders delivery trucks, not using service module

I have a client that has their own trucks.  They basically set it up so that the Ship Via dictates which truck and which delivery day.  I believe they deliver on 3 days so they had OT-M, OT-W, OT-F.  Our Truck - Monday essentially. 

When the sales order goes in and inventory is available, they will select the Ship Via that corresponds to the next week’s day.  If it’s a rush order they would look at the 2nd next truck.  This gives them time to pick it and stage it.

For example:

Standard order comes in on Tuesday, they will book for OT-M(onday) for next week.  They know that on Monday those are the orders going out.

If a Rush order comes in on Tuesday, they will book OT-F(riday) of this week.

travislawson does order entry choose OT-M, etc., or is there an automation?  How=w do they handle multiple our truck deliveries on the same truck on the same day?  I’m running my own 4 trucks 5 days a week.  

I believe, ​@darylbowman has just released a customisation on his shopify for this.

It essentially allows you to plot points on a map from a generic inquiry. What this would allow you to do is generate a GI with unshipped/unscheduled orders, see the plotted delivery locations and plan the routes based off of this.

I am sure he can help you work it as you need it!

Thanks for the shoutout Aleks. Plotting them on a map may be helpful.

I’m also currently working on a bespoke project for a customer with very similar requirements. (I’m assuming it’s not for the same company 😉). I created a screen nearly identical to the Calendar Board (in the Modern UI) that allows them to drag-n-drop Sales Orders onto their trucks in order to schedule them for deliveries. The screen also contains a drag-out map that plots the routes, etc.

They do it manually based on the region the order is in.  I simplified the example in that they do have numbered truck so it might be OT1-M, OT2-M.  

You could certainly automate it with business events to trigger the change.  You could add a user defined field, in my example, region N, S, NE, SE, etc.  At order entry they could select the region the order is going to (or add it to a customer/ship to record instead).