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How do I Geolocate my Delivery People

1. Introduction

Being able to locate your delivery team in real-time is crucial for effective resource management. This guide simplifies the process of enabling the necessary access and configuring the mobile application settings so you can easily track your delivery people.

2. Initial Configuration

Before starting, the system assumes that you have already set up the delivery people and their planned routes. If these steps are not complete, you must first create the delivery, the delivery people, and the route.

System Requirements (Access Configuration)

To ensure successful tracking, your delivery personnel must have the correct permissions and access enabled for both the web platform and the mobile application.

Prerequisite Action

Access Type
Description

Deliverer & Route Setup

The delivery person and their assigned route must already be created.

Web Access

Necessary for system login.

Mobile Access

Required for using the mobile app, which facilitates tracking.

3. Feature Explanations and Benefits

The system offers key features that help you manage security, permissions, and tracking visibility:

  • Roles and Rights Management: This is where you grant your delivery people the necessary permissions to operate within the system.

  • Mobile App Configuration: This section allows you to fine-tune how the mobile app communicates with the system, including synchronization speed and agenda visibility.

  • Privacy Settings(GDPR Compliance): Privacy settings are designed to comply with GDPR regulations. Deliverers control how their personal and location data is shared within the system. Tracking visibility depends on the deliverer’s consent and working configuration.

4. Enabling Geolocation Tracking

Configure the Mobile App

Edit general settings.

  1. Number of days reachable in the agenda

  2. Automatic synchronization frequency

Warning: Geolocation tracking respects privacy regulations. Tracking data is available only when the deliverer is active and authorized according to system privacy settings.

Viewing Geolocation in the Fulfillment Tab

  1. Once configuration is complete, you can access the tracking view in Fulfillment Tab

  2. Select Date: Enter the specific date that has been scheduled for the route you wish to track.

  1. Open Display Settings: Click on settings.

  2. Modify Tracking View: Here you can adjust how the tracking information is displayed: Available fields, Display fields, Appointments to be planned, Map and Agenda

  1. Click on the map to activate and display the geolocation history.

5. Productivity Tips

Here are a few tips to maximize your use of the tracking feature:

  • Customize Your View: Use the settings menu in the Fulfillment tab to modify what you see on the screen. If you only need location tracking, make sure the map and agenda displays are enabled.

  • Monitor Tracking Accuracy: Ensure the mobile application synchronization frequency is configured appropriately to receive timely location updates.

  • Keep Synchronization Frequent: If real-time tracking is critical, check the automatic synchronization frequency setting in the mobile app configuration. A higher frequency provides more immediate location updates.

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