Places (POIs)

Create and manage places of interest for key locations like offices and warehouses. Import them from Excel and use them in route planning or task assignments.

Places, also known as Points of Interest (POI), are an essential feature of fleet management and asset tracking. Organizations can create a detailed list of Places, including key locations like offices and warehouses, as well as numerous sites crucial for logistics operations. Places improve operational efficiency by optimizing route planning and streamlining task assignments for field employees.

To access the Places tool, click in the toolbar in the top-right corner of the map.

Places tool

POI use cases

• Finding locations: Quickly find a Place by typing its name or tag in Quick search.

• Creating POIs: Use Places to mark important locations on the map.

• Assigning tasks: Simplify task assignment by using Place names instead of full addresses.

Creating and editing Places

How to create a Place

To create a Place, follow these steps:

1. Open the Place tool by clicking in the top-right corner of the map.

2. Click to open the Place creation form.

3. Assign it a name such as "Office" or "Warehouse" in the Label field.

4. In the top-left corner, choose from a library of icons or upload your own.

5. Manually enter the Place’s address or select it on the map.

6. Define the Place's radius to determine its area of influence. The drop-down list contains several common options for quick selection.

7. (Optional) Add tags for better management and easier search.

8. (Optional) Add any additional information about the Place in the Description field.

9. (Optional) Attach any additional files.

Fields in the Place form can be adjusted in the Custom Fields section.

How to edit a Place

To edit a Place, click next to the geofence you want to edit in the Places tool. When editing a Place, you can adjust the same fields as during its creation. For the list of those fields, see How to create a Place.

Place details

To view details about the selected Place, click next to its name. You see the same fields as in Creating Places section, as well as any custom fields.

How to import Places from an Excel file

If you need to add a large number of Places quickly, you can import them from an Excel file. To do it, follow these steps:

1. Open the Place tool by clicking in the top-right corner of the map.

2. Click in the top-right corner to open the Import dialogue.

3. Download the provided Excel template and fill it or create a file with the fields listed in the dialogue window (required and optional). Column names in the template change depending on the language settings in your profile.

Your file can contain custom fields as described in Custom fields.

1. Save your file.

2. Click Browse, navigate to your file, and upload it.

3. Click Continue, preview your list, and change the column names if necessary.

4. Click Continue to proceed. The Navixy platform will validate your table and display any errors. You can also view the errors in CSV format by clicking Download error rows.

5. If your file is correct, you will see a success message. Click Finish import, and your Places will appear on the list.