# Licence Tour optimisation operational

# Optimisation

<table id="bkmrk-titel-verf%C3%BCgbar-widg" style="border-collapse:collapse;width:100%;height:61.3907px;"><colgroup><col style="width:100%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Title</td> </tr> </thead> <tbody> <tr style="height:31.5938px;"> <td style="height:31.5938px;">Tour optimisation</td> </tr> </tbody> </table>

### General

#### Kebab menu ([![image.png](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/DSOzSi3uEaiMZWCJ-hpximage.png)](https://wiki.dedesales.de/uploads/images/gallery/2025-02/hpximage.png))


<table id="bkmrk-typ-men%C3%BCpunkt-erl%C3%A4ut" style="border-collapse:collapse;width:100%;height:289.969px;"><colgroup><col style="width:5.24434%;"></col><col style="width:31.2214%;"></col><col style="width:63.5343%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Type</td> <td style="height:29.7969px;">Menu item</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:63.3906px;"> <td style="height:63.3906px;">![Can be activated and deactivated.](https://en.wiki.dedesales.de/uploads/images/gallery/2026-08/j0IzWtcJu0TfdOJ8-3lrej9amvpkhzlxv-n5zimage.png)

 </td> <td style="height:63.3906px;">Tour optimisation</td> <td style="height:63.3906px;"> </td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;"> </td> <td style="height:29.7969px;">Personal locations</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

<div id="bkmrk-tourenoptimierung">Tour optimisation</div><div id="bkmrk-1.-start-%28ort%29">1. Start (Location)</div><div id="bkmrk-2.-f%C3%BCr-jeden-tag-aus">2. For each day from the view you came from, a block with the following information is displayed</div>a. \[Picker\] Day of week, Date

<div id="bkmrk-"></div><div id="bkmrk-i.-keine-aktion-%28sta">

- - - No action (default for all days &lt;= today)
        - Apply customers, do not optimise day (see also Public holiday calendar)
        - Optimise (default for all days &gt; today)
 
 </div><div id="bkmrk-b.-fahrzeit-%28timespa" style="padding-left:40px;">b. Travel time (TimeSpan from until) &#124; Destination (Location, picker see Start/Destination)</div><div id="bkmrk--1" style="padding-left:40px;"></div><div id="bkmrk-c.-die-daten-werden-" style="padding-left:40px;">c. The data is preloaded from the Working hours and Home address, or if already present in the week also the hotel information (as in 3.0)</div><div id="bkmrk--2" style="padding-left:40px;"></div><div id="bkmrk-d.-die-schieber-sind" style="padding-left:40px;">d. The sliders are all active by default</div><div id="bkmrk--4" style="padding-left:40px;"></div><div id="bkmrk-e.-am-ersten-tag-wir" style="padding-left:40px;">e. On the first day the Home address is set by default, unless the previous day ended with a hotel. Then the hotel is set here.</div><div id="bkmrk-%C2%A7-ist-der-erste-tag-">

- - - If the first day is a Monday there is usually no previous day, as Sundays are not worked and the Home address is set. However, if I only optimise a single day, e.g. Wednesday, it can happen that the previous day exists and ended with a hotel (as in 3.0)
 
 </div>f. On all subsequent days "automatically" is set, unless the day ended at a hotel, then the hotel is used.

<div id="bkmrk--5" style="padding-left:40px;"></div><div id="bkmrk-g.-wird-der-schieber" style="padding-left:40px;">g. If the slider is set to "No action", the input fields are deactivated.</div><div id="bkmrk--6" style="padding-left:40px;"></div><div id="bkmrk-3.-aktionsbutton">3. Action button</div><div id="bkmrk-a.-optimieren" style="padding-left:40px;">a. Optimise</div><div id="bkmrk-i.-ergebnis-popup-%28w">

- - - Result popup (not shown on success)
 
 </div><div id="bkmrk-1%29-fehlerfall-%28z.b.-" style="padding-left:80px;">1) Error case (e.g. server not reachable): Corresponding error message is displayed</div><div id="bkmrk-2%29-nicht-alle-termin" style="padding-left:80px;">2) Not all appointments could be optimised</div><div id="bkmrk-a%29-meldung%3A-folgende" style="padding-left:80px;">a) Message: "The following customers (x/y) could not be scheduled due to time constraints: * Confirm to remove the customers from the calendar and apply the result."</div><div id="bkmrk--7" style="padding-left:80px;"></div><div id="bkmrk-b%29-aktionsbutton%3A-%C3%9Cb" style="padding-left:40px;">b) Action button: Apply</div><div id="bkmrk--8"></div>### Start / Destination

    1. Start  
        a. Home address (the Home address is enforced)  
        b. Hotel (only if the previous day ended with a hotel stay)  
        c. The global locations stored in the backend  
        d. The personal locations created in the client  
    2. Destination  
        a. Automatic (the optimisation uses either the Home address or a hotel here)  
        b. Hotel (only if the previous day ended with a hotel stay)  
        c. Home address (the Home address is enforced)  
        d. The global locations stored in the backend  
        e. The personal locations created in the client  
    3. Display  
        a. Name, Street, Postal code, Location, Country


### Personal locations

#### Functions in the title bar

<table id="bkmrk-icon-erl%C3%A4uterung-erm" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:7.20245%;"></col><col style="width:92.9167%;"></col></colgroup> <thead> <tr> <td>Icon</td> <td>Explanation</td> </tr> </thead> <tbody> <tr> <td>+</td> <td>Creation of a personal location

 </td> </tr> </tbody> </table>

#### Grid

<table id="bkmrk-click-swipe-ansichte" style="border-collapse:collapse;width:100%;"><colgroup><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col><col style="width:33.3731%;"></col></colgroup> <thead> <tr> <td>Click</td> <td>Swipe</td> <td>Views</td> </tr> </thead> <tbody> <tr> <td>Edit</td> <td>

1. Delete
 
 </td> <td>

1. Table
 
 </td> </tr> </tbody> </table>

##### Column definition

<table id="bkmrk-bezeichnung-sichtbar" style="border-collapse:collapse;width:100%;height:314.766px;"><colgroup><col style="width:28.7247%;"></col><col style="width:14.6603%;"></col><col style="width:11.4401%;"></col><col style="width:7.86864%;"></col><col style="width:37.4255%;"></col></colgroup> <thead> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">Sort</td> <td style="height:29.7969px;">Full text</td> <td style="height:29.7969px;">Explanation</td> </tr> </thead> <tbody> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Name</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">ASC</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:46.5938px;"> <td style="height:46.5938px;">Street</td> <td style="height:46.5938px;">VisibleOnlyLandscape</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> <td style="height:46.5938px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Postal code

 </td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Location</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">Yes</td> <td style="height:29.7969px;">  
</td> </tr> <tr style="height:29.7969px;"> <td style="height:29.7969px;">Country</td> <td style="height:29.7969px;">Visible</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> <td style="height:29.7969px;">  
</td> </tr> </tbody> </table>

#### Create / Edit

    1. Action button  
        a. Save  
    2. Fields  
        a. Name  
        b. Street  
        c. Postal code  
        d. Location  
        e. Country

### Public holiday calendar

If the Public holiday calendar is available and a corresponding ID is stored for the Employee, the entry changes from "optimise" to "Apply customers, do not optimise day" on days where a public holiday exists.

<details id="bkmrk-faq-wie-steuere-ich-"> <summary>FAQ</summary>

 </details><details id="bkmrk-release-ab-version-1"> <summary>Release</summary>

</details>