Team Planning

The Shipment Teams page is the page where you can define the teams created by the employees who will take part in the shipments.

Route: ERP > Sales-Distribution > Shipment -Logistics > Shipment Teams

What can we do on the Team Planning screen?

• Unlimited team scheduling for shipments
• Ability to associate the team with the defined tool
• Ability to specify previous km and next km date information for the team vehicle
• Ability to add a description for team
• Ability to associate the team with the personnel or member defined on a row basis

On this screen, you can list the registered teams using the filtering fields.

Click the “+” icon on the page to schedule a new shipping team. “Shipment Teams: New Record” screen will appear.

1-Process: It allows you to specify the stage of the Team-Vehicle, and also allows unauthorized users to not be able to do Team Planning.

2-Zone: Teams are divided according to certain regions. Specify the region where the shipment team will work from this field

3-Date: Specify the date on which the created team will perform the shipment. The history of the team is important in order to be able to plan the shipment over the Shipment-Logistics Orders.

4-Vehicle: Select the vehicle that the shipping team will use. To select the vehicle, click on the icon on the right side of this area, a list of vehicles will appear. Click on the link of the relevant vehicle.

5-Vehicle Previous KM Date: It is the date on which the mileage information displayed before the vehicle was given to the shipment team was recorded. If it is specified in the vehicle detail, it will automatically come to this page.

6-Explanation: You can write a description of the team in this field.

7-Vehicle Previous KM: This field automatically comes from the last recorded KM information in the details of the selected vehicle. If it is empty, you can define KM information by going to the details of the relevant vehicle on the Motor Vehicles page.

8-Vehicle Last KM Date: Specify the date on which the mileage information displayed when the vehicle is received from the shipping team is recorded. You can use the icon next to this field to indicate the date.

9-Vehicle Last KM: Specify the mileage recorded when the vehicle is received from the shipment team.

You can specify team members in the Staff field. To do this, click on the “+” icon at the beginning of the line. A new line will be added to the Staff field.

• To specify the staff, click the icon on the right side of this area, and the list of employees will appear.
• Click the link for the relevant employee.
• Type the staff work hour.
• Type the staff meal information.
• Type in the Sunday shift information.

In the Member Relationship field, select which company this team will ship to.

To select the company, click the icon on the right side of this area, click the link of the relevant member from the list of members that appears and click the "Save" button.

Note:You can enter the Company IDs for which personnel selection will be mandatory in the team from Dashboard > System > Page Settings > XML Settings. You can make more than one definition. Entered Ids must be separated with a comma and must be numeric values.

The shipment team will be displayed in the list. To update the Shipment Team Plan record, click on the “Update” icon on the corresponding row in the list. The team update page will appear. Click the “Update” button by changing/updating the information you want on this screen.

In addition, with the help of the icons on this screen, you can do the following;

List: This icon takes you to the Team Planning page.

Duplicate: You can copy the record you have on the update page by using this icon.

Add: You can add a new Shipment Team with the help of this icon.

Save: You can save with this icon.

Settings: When you click on this icon, the Page Designer screen will appear. You can control your page layout from this screen.

Team Planning - Relation of Shipment-Logistics Orders

When "Based on Shipping" is listed on the Shipment-Logistics Orders screen, the orders will be listed as follows.

In the Team-Vehicle information field at the end of the line, the planned delivery teams can be selected.

Note: The date specified in the listing must be the same as the date selected in the Delivery Teams. Otherwise, the vehicle information will not appear.

After the listing is made, the shipment plan can be created for the selected product/products by clicking the "Create Shipping Plan" button at the bottom right and making a selection.