Assisted/Autonomous Dispatch: Beans
Assisted/Autonomous Dispatch, powered by Beans.ai, is an advanced optimization feature that takes the guesswork out of driver and route assignments. The Operations App connects to the Beans.ai advanced dispatching system using your fleet’s real-time information to provide driver and/or route recommendations.
When using Beans, all of the selected drivers' assigned work (on demand and routed) are considered when the best driver recommendations are calculated.
To use the Beans Systems - Advanced Optimization please reach out to Technical Support by calling (602) 265-0195 (press option 3) or creating a support ticket.
Set Up
Configuration
You must have the Route Optimization permission enabled. See Users (Classic Operations App).
Contact Technical Support to obtain credentials.
Go to Tools > Route Optimization in the top menu.
Optional: For On Demand RO Services and/or X Route RO Services select “Use Assisted Dispatch Service”.
For Autonomous/Assisted Dispatch select “Beans Systems - Advanced Optimization” and click the Edit button.
Configure the On Demand RO Service Config, Select Drivers and/or Select Routes in the X Route tab, and click OK. Valid credentials must be entered for advanced RO Service Configs.
Click Apply or OK in the Global Route Optimization Config form to save.
Quick Tip: This will enable the Advanced Optimization section in the main left menu in the Classic Operations App.
Enable Drivers
For a driver to be considered in the Assisted Dispatch process, they need to be enabled. There are two ways to enable drivers.
Operations App: From the driver record, go to the RO Services tab and check the Enable Driver box to allow the Assisted Dispatch driver recommendations to consider the driver.
Classic Operations App: From the On Demand RO Service Config window. Click the Select Drivers button to select drivers for the service.
Check the box next to the fleet to select all drivers within that fleet, or
Expand the fleets to select specific drivers
Set Up Allowed Vehicle Classes and Vehicle Types
You can include or restrict vehicle classes and vehicle types by order type from the "Recommended Drivers" list.
In the Operations App, go to the order type form then navigate to the RO Services tab and select which vehicle classes you want to be considered. See Order Types.
On Demand RO Service Config
Field Name | Description |
---|---|
Route Optimization Service URL | Route Optimization Service URL obtained by contacting Technical Support. This URL should not be changed. |
Delegated Account | Account used for route optimization. Provided by CXT and should not be changed. |
API Key | API key for route optimization. Provided by CXT and should not be changed. |
Route Sequence Priority | How Route Optimization determines the priority level when sorting the stops. This setting is defaulted by CXT and is designed to work with our software. This setting cannot be changed. |
On Demand
Field Name | Description |
---|---|
Autonomous Options | When enabled, on-demand jobs can be set to find the best driver and dispatch, or just find the best driver every 3-60 minutes..
|
Service Time Per Pickup | The number of minutes a driver is typically at a stop before completing it. |
Pickup Grace Period | The number of minutes an order's Pickup ETA calculation can go past the Pickup To time in an effort to get the best recommendation results from Assisted Dispatch. Grace Periods will not change time window values on orders. |
Service Time Per Delivery | The number of minutes a driver is typically at a stop before completing it. |
Delivery Grace Period | The number of minutes an order's Delivery ETA calculation can go past the Deliver To time in an effort to get the best recommendation results from Assisted Dispatch. Grace Periods will not change time window values on orders. |
Max Radius | The number of miles that the driver needs to be within in order to be considered for best driver suggestions. This is based upon the driver's current location and the pickup location on the on demand order. Max field value is 999.99 miles. |
Allow Optimization w/Recommendation | Set whether or not a driver's actively assigned work will be optimized when being assessed for best driver recommendations. This setting will allow updates to the driver's ETAs and sequence numbers, when applicable.
|
Select Drivers | Select the drivers to be considered when using assisted dispatch. |
X Route
Field Name | Description |
---|---|
Service Time Per Stop | The number of minutes a driver is at a stop before competing it. |
Grace Time Per Stop | The number of minutes a driver can be late. This does not include grace time to be early. |
Select Routes | Select the routes to be considered when using assisted dispatch. |
Field Name | Description |
---|---|
Enforce Capabilities When Optimizing | Selected option whether or not to enforce capabilities when recommending drivers.
|
Enforce Critical Dates When Optimizing | Selected option whether or not to enforce critical dates when giving best driver recommendations. Critical dates are stored in Human Resources that can refer to items such as drivers license, insurance, or immigration expirations
|
Optimize/Recommendation Type | Selected type of recommendation.
|
Traffic Speed | Selected average traffic speed level for the area to be considered when calculating best driver calculations. Value options are from 1 (normal traffic levels), to 2 (gridlock traffic levels). |