To be able to start planning your orders, you can switch to the planning column as shown below(also see 👉Plan Trip):
Options for the list of orders to plan
To be able to see the list of the orders to be planned, select the 'To plan: Orders' from the dropdown:
This view shows fields where you can use customise button(1), search bar(2), planning group(3) and date filters(4):
🧰 Planning Groups only show if set up under RATES > Order Input > Planning/Resource groups.
Filtering
Use filter icon located in the column headers from the list view.
Click to display filter options per column
Applied filters will show highlighted
Columns can be dragged according to the order you would like to see them or length of these columns can be adjusted:
Customisation option will have a list of options to include or exclude in the view.
You can set the toggle ON if you would like to see the specific information in your list view.
You can set the toggle OFF if you would like to exclude the specific information in your list view.
To Plan: Orders - show max dimensions
Toggle on max dimensions to help with planning vehicle capacity
Better oversight of piece sizes helps to assess capacity of vehicles more efficiently
📚 Use the filter search at the top of the 'Customise' features to find the option quickly.
View Layout
2 different layouts - based on preference
vertical
horizontal
To have a more comprehensive view of the list of orders, select how many orders to plan to view, by selecting the amount per page option:
Options for the list of trips in the Planning board
Similar to the list of 'To plan: Orders', there is also a customisation option for the planned trips.
List of options to toggle on/off to view on the planning board
Use the search bar at the top to search for specific data to show
IE: when activating "Last location/current activity", an additional column is included in the planning board to display this information.
📚 To change how the resources are displayed in planning, click into Customise & set the toggles, depending on the resource detail you would like to see.
Depending on what toggle you set on, the names of the resources will be displayed
Sort options are available:
Resource name
Start time of 1st stop
End time of last stop
NOTE: Sorting trips by the resource name is only available in the Planboard view. This option is not available in Trips.
Colour indications will also give you a hint of the status of your stops/trip
Options for the list of Resources to plan
Displays list of resources, click > to expose dropdown list; there are 2 options to select from for resources:
To plan: Resource
To plan: Resources - Timeline
Can be used for tracking the last activity/next unavailability of the resources or adding the resources or combinations that do not have 👉Always on planboard toggle in the planning
Display shows:
Location of the last trip
Activity and the trip number and if applicable,
Date of next unavailability of that resource (Click 👉Here to learn about setting availability)
Allocate resources that do not have 👉Always on planboard toggle or that do not exist yet in the planning click on the Plus (+) icon next to the name of that resource
Show last location toggle
See last location that resource/combination has executed.
Set on to see the last location of that specific resource in the planning.
Information includes name, address, date and hour of the last location
Click last location details to open previous trip details
Summary
What does this do?
Detail views throughout Qargo — orders, trips, trip groups, order groups, invoices, purchase invoices, credit notes, and purchase credit notes — can be opened in a preview slider instead of a full-screen overlay, keeping the rest of the screen visible
Why does this exist?
Opening a full detail modal forced planners and operations staff to lose context every time they needed to inspect a record. For operations managing dozens of trips or orders at once, this constant context switching created significant friction, one of the most-requested improvements across customers
How does it work?
Clicking a record opens the preview slider alongside the current screen — available for orders, trips, trip groups, order groups, invoices, purchase invoices, credit notes, and purchase credit notes
The preview slider can be positioned left, center, right, or at the bottom of the screen
Clicking Open as page in the preview slider header opens the full record in its own page
Opening the preview slider
The preview slider is available for the following record types: orders, trips, trip groups, order groups, invoices, purchase invoices, credit notes, and purchase credit notes. The preview slider shows the record's content alongside the current screen, so nothing underneath is replaced.
CLICK the status of a record to open it in the preview slider. The content shown depends on the record type — trip details show stops and route information, while order and invoice details show their respective layouts.
CLOSE the preview slider by clicking the × button in the header, or by clicking the same record again.
Choosing the position
CLICK the Position button in the preview slider header to open the arrangement options. Select one of the four positions:
Left — preview slider docks to the left side of the screen
Center — preview slider appears in the centre (default)
Right — preview slider docks to the right side of the screen
Bottom — preview slider docks to the bottom of the screen
📚 Qargo saves the selected position, subsequent detail views will open in the same layout. Resize the preview slider by dragging its border.
Map view
Shows the data of the selected dates in the planning.
Map view has its own filter options.
Click the map icon to drag and highlight the area on the map to filter
Header displays orders to plan & trips planned
Select or 'draw' the area on the map to plan orders
Map overlays available if routing through LEZ or looking for truck restrictions, etc
Map visibility can be set on/off or replaced with order stats if preferred.
To learn more about Map functions, check out the articles below 👇
‼️ Custom column views - both the order and size - are retained by your browser. If you delete your cookies or have opted to configure your browser to never store cookies in the first place, the views won't be saved and will be reset to the default the next time you use Qargo.