Summary
What
The Container Planning module shows container availability and recent movements, and supports quick assignment of containers (and trailers) while building trips.
Why
Clear container visibility reduces time spent searching for equipment, avoids double-booking, and keeps trip planning consistent across multiple order legs.
How
Use the Planning module to open the container view, filter and search for the correct container, then assign equipment while planning orders and trips. When multiple legs on one trip need the same container, use Assign previous container from the stop right‑click menu.
Use cases
Faster planning when a container stays on the same trip across multiple legs
Plan the first leg with the correct container, then copy the same container to the next leg using Assign previous container.
Quick equipment lookup and validation during planning
Use filters and search in Container Planning to confirm a container’s latest known location and recent movement before assigning.
Terminology
Term | Definition |
Container Planning | A planning view that lists containers and key details for the selected date or date range. |
Container availability | An indicator showing whether a container can be used for planning at the selected time. |
Container activity | The most recent recorded action related to a container (based on completed work). |
Trip | A planned sequence of stops that can include multiple order legs. |
Order leg | One part of a movement within a trip (for example: pickup leg, delivery leg). |
Stop block | A stop shown in the trip view, used for planning and quick actions. |
Assign previous container | A right‑click action that copies the container from the previous order leg to the selected order leg within the same trip (when available). |
Container Planning view
Use this option to track the last location/goods/trip of the container for planning purposes.
Filter view by Resource group assignment
Customise view
Assigning the Previous Container/Trailer
What does this feature do?
It adds an Assign previous container (and Assign previous trailer) option to the right-click menu on a stop within a trip, copying the resource from the previous order leg.
Why does it matter?
Planners combining multiple orders on one trip no longer need to open each order to allocate the same container or trailer manually.
How does it work?
Right-clicking a stop shows the option when the previous order leg has a container or trailer allocated and the selected order does not. Selecting it copies the allocation across.
Prerequisites
The container or trailer fields must be enabled in the planning view for the option to appear. Contact Qargo Support or your Qargo Account Manager if this option is not enabled.
The previous order leg on the trip must already have an order-level container or trailer allocation.
Use Cases
A planner adds a collection leg as a reload to a delivery that already has a container assigned, then copies that container to the new order without leaving the trip view.
Assignment Workflow: Order level
Use Case
A planner adds a collection leg as a reload to a delivery that already has a container assigned, then copies that container to the new order without leaving the trip view.
OPEN the trip in the Planning view.
CLICK the stop handle that needs the container or trailer assigned.
SELECT Assign previous container (or Assign previous trailer) from the dropdown.
VISUALISE the container or trailer from the previous order leg now assigned to the selected order.
🧰 The option appears automatically when the conditions are met. There is nothing to configure.
Assignment workflow: Trip level
OPEN the trip in the Planning view.
SELECT the order to plan
SELECT Assign previous container (or Assign previous trailer) from the link in the trip details.
VISUALISE the container or trailer from the previous order leg now assigned to the selected order.
Troubleshooting
Issue | Resolution |
Container view not visible in Planning | Enable Containers in Planning customisation/settings so the Containers view is available. |
Container list feels incomplete for the selected day | Check the selected date range and filters; clear column filters to restore the full list. |
“Assign previous container” option not shown on right‑click | Confirm the previous order leg has a container assigned and the selected leg does not already have a container. |
“Assign previous container” updates only one leg | Use the action on each leg that needs the container; the action copies only from the immediately previous leg. |
Container appears unavailable unexpectedly | Verify trip completion status and planning dates; availability updates depend on recorded trip progress and the selected time window. |