Customize settings for territory optimization

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Go to Initial situation > Settings to change which settings are used as the basis for calculating the analysis and optimization.

Direct link to portatour > Initial situation > Settings

By default, the user-related settings (working hours, work break as well as overnight stay settings) from the portatour® user options are used.

Click on the pencil icon to edit the values.

Users: Working hours and work break

• Working hours source: specifies where to get the data for the working hours. Change to Organization default if necessary to use the values of the portatour® organization default (see Working hours).
• Share of working hours in the field: Indicate the proportion of the working hours a user spends in the field with customer calls and associated drives. Think of time spent on administrative activities or in-house appointments here. The default value is 80%. If the working hours in portatour® are used exclusively for field force activities and office activities happen outside the working hours specified in portatour®, then increase the value here accordingly.
• Work break settings source: specifies where to get the data for the work break times. If necessary, change to Organization default to use the values of the portatour® organization default (see Work break settings).

Users: Overnight stay

• Overnight stay settings source: specifies where to get the data for the overnight stays. Change to Organization default if necessary to use the values of the portatour® organization default (see Overnight stay).
• Maximum overnight stays in a row: maximum number of overnight stays, which may directly follow each other. Change the value if necessary.
• Maximum overnight stays per week: maximum number of overnight stays per week. Restrict the value if necessary.
• Willingness to stay overnight influences the number of overnight stays. Low leads to fewer calculated overnight stays and more driving time, High to more overnight stays and less driving time.
  Under Manual adjustments > User modifications, this setting can be edited individually per user. If you already want to change this setting individually in the initial situation, set Editable per user to Yes (see below Users: Settings).
  Note: Please note that changing the setting does not always change the number of overnight stays. If, for example, only a few customers meet the criteria for overnight stays away from home, increasing the willingness to stay overnight will not lead to more overnight stays as no more overnight stays are required or permitted.

Users: Customer reachability

• Maximum distance from home location to customer: the maximum distance that a customer may be away from the home location of the assigned user. Customers who are further away are considered unreachable. Enter a maximum value in kilometers or miles (depending on your settings) if required.
• Maximum driving time from home location to customer: the maximum driving time that a customer may be away from the home location of the assigned user. Customers who are further away are considered as unreachable. Enter a maximum value in minutes if required.
• Maximum overnight stays from home location: defines - in addition to the maximum distance or maximum driving time - how geographically extensive a territory may be at most. By default, a customer must be reachable from the home location with a maximum of one overnight stay - this usually corresponds to a distance of over 1,000 km. If you want to allow even larger territories in exceptional cases, change this value to Any. This will slow down the calculation speed.
  Under Manual adjustments > User modifications, this setting can be edited individually per user. If you already want to change this setting individually in the initial situation, set Editable per user to Yes (see below Users: Settings).

Users: Settings

• Editable per user: Select Yes here to be able to carry out user modifications directly in the initial situation (see Add and edit user modifications).

Customers: Settings

By default, the customer-related settings (call interval, call duration as well as business hours) from the individual customer settings in portatour® are used.

• Customer call hit rate: indicates at what percentage of customer calls the customer is actually encountered. A low customer call hit rate increases the driving time proportion and the workload, since the reps have to try to encounter customers multiple times. The default value is 80%.
• Time loss for missed call: indicates how much time a call without meeting the customer causes in addition to the driving time, e.g. for finding a parking space, walking, reporting.
• Call interval source: specifies where to get the data for the call intervals. If necessary, change to User defaults to use the default values of the respective user, or Organization default to use the values of the portatour® organization default (see Edit scheduling parameters and Scheduling parameters of customers).
• Call duration source: specifies where to get the data for the call durations. If necessary, change to User defaults to use the default values of the respective user, or Organization default to use the values of the portatour® organization default (see Edit scheduling parameters and Scheduling parameters of customers).
• Business hours source: specifies where to get the data for the business hours. If necessary, change to User defaults to use the default values of the respective user, or Organization default to use the values of the portatour® organization default (see Business hours and Business hours of customers).

Driving speed

portatour® uses historical driving speed data collected by navigation system and mobile phone providers by measuring the movement data of millions of road users and making it available for the respective road sections.

To deviate from these average values during territory optimization, use Driving speed. You have the possibility to define a relative deviation from the historical speed data for the three street types City road, Country road and Highway. The changed setting applies equally to all territories.

Other

• Home location suitability: Select Calculate if you want to find out which locations or regions are particularly suitable as a home location for a territory (for details, see Search for suitable home locations for a territory ).