When doing routed deliveries in Nash, you can upload and optimize the batch to find the most economical way of delivering for your business.
Order Creation
Orders are created in Nash prior to them being dispatched, which creates a Delivery. While an Order has not been dispatched, all details of the delivery can be edited and it also can be included as part of a multi-order delivery route. Once the Order is ready to be sent to the provider, it can be dispatched to become a Delivery. Orders are sent to Nash in any of the following ways:
Automatically by an established integration
Manually by uploading a CSV file with orders into the portal
Manually by creating orders individually in the portal
Before being able to dispatch and/or optimize orders, all orders to be optimized are categorized as "Ready to Dispatch." Any orders encountering errors will be flagged in the "Needs attention" tab.
Should there be Orders present in this tab, address the issues promptly to facilitate their automatic transition to the "Ready to Dispatch" tab. In this example, the Dropoff contact phone number is missing:
Optimization (To be manually executed by a Nash User)
Filtering Orders
Go into the Orders tab
Adjust the time zone to your preferred setting. This time zone setting will also be applied to your time display filter.
Filter the orders based on criteria such as date, market, and/or delivery window to select the orders for optimization. Filters can be saved (see article on how to set them up)
Selection for Optimization
Select the filtered orders that need to be optimized
⚠️ Ensure that all orders have been included in the selection. To verify this, refer to the bottom-left corner where the total number of orders is displayed, and confirm that all these orders are visible and selectable on your screen.
In the example provided, the "rows per page" setting was increased to 50 to ensure that all orders could be selected. Otherwise, as shown in the image below, only 25 out of the 44 orders to be routed would have been selected.
Optimization Setup
Click the Optimize button to begin the optimization process.
Once the “Optimize Orders” window opens, parameters need to be set up. This can be done by the:
Selection from bookmarks where all parameters have been set up already
Manually adding the providers and capacity to be considered in the optimization
Calculation
Once the optimization parameters are set, the user selects "calculate" to initiate the optimization process.
Review Output
The optimization algorithm processes the selected orders. Once it’s done, the output summary is visible on the Optimization window's right side. To see details, select Next on the lower right side of the window
The user reviews the output of the optimization:
Checks for the desired result, considering factors like cost, delivery time, provider availability, etc.
If everything looks satisfactory, proceed to dispatch.
If not satisfied, proceed to the next step.
Adjustment and Re-Optimization
If the optimization output requires adjustments:
Go back to the optimization parameters.
Adjust any settings deemed necessary based on the review.
Rerun the optimization process.
Dispatch
If the optimized output meets the requirements and is approved by the user, proceed to dispatch orders
All optimizations and dispatching tasks can be seen in the activity tab on Orders
Delivery Creation & Dispatch
Provider Dispatch
Upon dispatch, delivery details are sent to the selected providers' systems.
Providers receive the delivery details in their system.
Providers allocate resources and assign delivery tasks based on their coverage assessment and SLAs
Delivery Process
Providers execute the delivery tasks according to the allocated resources and assigned schedules.
Throughout the delivery process, both the merchant and providers monitor the status of deliveries to ensure timely and successful completion
Feedback and Improvement
Utilize this feedback to refine the optimization parameters and enhance future optimization processes.
Gather feedback from the delivery process, including any issues encountered or areas for improvement