Navigate to the Planning Tab-orders to plan: Go to the Planning tab and choose the "Orders" + to plan section. (You can also customise your planning view or plan a trip also see 👉 customise planning view / 👉 plan trip)
Apply Filters(if applicable): To narrow down your selection, use filters based on date, customer, or any related fields such as resource group. (also see 👉 customise planning view)
Select Orders: Highlight the specific orders you want to include in your groupage trip.
We will keep the order of the selected trips when merging them together. This will give you, the user more control with how the resulting order will be sequenced.
For example, if you would have the following three trips:
Pickup Gent -> Depot Antwerp
Pickup Hasselt -> Depot Antwerp
Pickup Brussels -> Depot Antwerp
If you would select them in the order 2, 3, 1, the resulting trip will be
Pickup Hasselt -> Pickup Brussels -> Pickup Gent -> Depot Antwerp
To indicate this, we now show the selection numbering in both the To Plan section and legs view.
When selecting multiple orders on the planning board, the column headers will dynamically adjust to account for the totals for quantity and weight included on the selected orders.
This includes where orders are selected outside of the currently visible range. This transparency will allow better visibility for planning.
Initiate Trip Planning: Click on the "Create New Trip" button to start the trip planning process.
Define Resources and Save: Make selections for the resources associated with the trip and save your choices.
Note: If a resource(combination) is already in use for the selected day, you will see the lined view with the locations as marked below.
View Trip on Board: Once the trip is planned, it will be visible in the board view, providing an organised overview.
How to Add New Orders to Trip: To include new orders in the trip, drag them into the trip area.
⚠️Please note that adding orders can only be done one by one and not in bulk when dragging.
You can edit the stops in the planning screen by dragging these to the correct line or in the trip page itself by clicking on the "edit route" button. See below the examples:
If there was a previously used trailer or container for the same resource set you made the planning for, you will get suggestions to add these in the trip once you have planned it. To assign the same trailer or container simply click on the texts to have your trailer in your new trip:
How to Remove Orders from Trip: If you need to remove orders from the trip, either drag the leg back to the "Orders to Plan" list or remove the order directly from the trip or order page. (see more details on -> "👉Unplan/Reset Trip" section for additional details.)
Via the planboard:
Via the trip:
Via the order:
🚨Attention:
Order Trip Limit: Be mindful that each trip has a limit of approximately 25 orders with a total of around 70 stops. You will receive a warning when this limit is exceeded.