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Master data management

Master Data is the foundation data of the system β€” customers, products, vehicles, ... reused across operations. Investing in clean master data = fewer mistakes in orders / planning.

The Master Data page has 7 tabs, each managing one type of entity.

Tab 1: Customers​

Master Data β€” Customers

Key fields per customer:

FieldRequiredPurpose
Customer codeβœ…Unique, e.g. CUS-001
Nameβœ…Shown in orders / reports
Customer groupβ€”Categorize (VIP, Standard, Household...)
Addressβœ…Delivery location
Coordinates (Lat/Lng)βœ…βœ…CRITICAL β€” without coordinates the optimizer cannot route
Phoneβ€”Contact
Open / close hoursβ€”Allowed delivery window
Service timeβ€”Estimated minutes at stop (default 10')
Auto geocoding

Enter the address β†’ click "Auto-fetch coordinates from address" β†’ system calls OpenStreetMap. Vague addresses give imprecise results β€” verify on Google Maps before saving.

Tab 2: Customer groups​

Group customers for reporting / categorization. E.g.: VIP, Enterprise, Individual.

Tab 3: Product groups​

Categorize by product type: Food, Beverage, Electronics, Pharma, Chemicals...

Each group has:

  • Unloading time per case (minutes) β€” for stop time calc
  • Top-loadable β€” stacking constraint

Tab 4: Products​

Master Data β€” Products

Each product has:

  • Product code, Name, Product group
  • Unit (pcs, kg, L...)
  • Weight per case (kg)
  • Volume per case (mΒ³)
  • Items per case
  • Unit price (VND)

When creating an order, pick a product β†’ the system auto-computes total kg/mΒ³ to know which vehicle can carry it.

Tab 5: Vehicles​

Master Data β€” Vehicles

FieldImportance
Vehicle code, License plateIdentifier
Vehicle typeTruck / Semi-truck / Trailer / Bike
Max weight (kg)⚠️ Optimizer constraint
Max volume (m³)⚠️ Optimizer constraint
Fixed cost/dayPlan cost calculation
Cost/kmActual cost calculation
Average speed (km/h)Travel time estimation
Loading time at warehouse (min)Before departure
Unloading time per stop (min)Added to total route time

Tab 6: 3PL services​

Allows hiring third-party carriers (3PL) instead of running own fleet:

  • FTL β€” Full Truck Load
  • LTL β€” Less Than Truck Load
  • EXPRESS β€” Fast delivery
  • LAST_MILE β€” Last mile
  • REFRIGERATED β€” Cold chain

Each service has pricing: Flat rate, /km, /kg, /mΒ³, fuel surcharge.

Tab 7: Vehicle maintenance​

Master Data β€” Maintenance

Schedule routine maintenance for vehicles:

  • Vehicle + Maintenance type (oil / tires / brakes / inspection...)
  • Scheduled date
  • Assigned driver (optional β€” assigned driver gets app notification)
  • Status: SCHEDULED β†’ ACKNOWLEDGED β†’ IN_PROGRESS β†’ AWAITING_REVIEW β†’ COMPLETED

Full workflow at Driver app > Vehicle maintenance.

Bulk Excel import​

Most tabs have an "Import Excel" button at the top:

  1. Click "Download template" to get the file with headers
  2. Open Excel, fill in data (one row = one record)
  3. Click "Choose file (.xlsx)" β†’ upload
  4. The system shows import result:
    • βœ… Created: how many records
    • ⏭ Skipped: code already exists
    • ❌ Errors: which row failed, why
Fast initial setup

On first-time setup, use Excel import to load hundreds of customers / products at once instead of typing.

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