Planning on planboard
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)
Apply Filters(if applicable): To narrow down your selection, use filters based on date, customer, or any related fields such as 👉planning group.
Also see 👉 customise planning view)
Select the Order: Highlight the specific order you want to plan a trip.Initiate Trip Planning: Click on the "Plan 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.
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:
If the resource has already been added in the planboard via "👉always on planboard toggle" or by adding via the resources page in 👉planning, you can also drag the specific order to the line of the resource to plan a trip.
Planning: "Next order" planning suggestions.
New planning flow suggests optimal order combinations based on vehicle capacity and location, addressing challenges like high order volumes and resource compatibility to improve efficiency and reduce operational costs.
The planning flow provides suggestions based on the available capacity in vehicles and planned locations. The suggestions are exposed in two directions:
Planning → to plan: open the stop actions button, go to ‘Find nearby’ and choose either collect or delivery within one of the given distances.
To plan → planning: select 1 row in the to plan table, then click on the ‘Find nearby trips’ dropdown to filter your planning view on a given distance from the collect or delivery location of the selected to plan order.
Planning a Time Window.
If the 👉time window on the first stop in your order is enforced, the trip will be planned taking the enforced time into consideration. An 'Enforced Time' icon (lock) can be found under the order start/end details, in planning:
If attempting to plan the trip outside of the enforced time, the trip will default to the planned time.
For example: if you have an enforced time window in your order for collection, regardless of which hour you drop the order in the planning, it will automatically get transferred to the start time of the enforced time-window.
📚 How Qargo works out a trip's start time
If a stop doesn't have a fixed time, Qargo plans the trip from the start of the day, usually midnight (00:00). That can leave drivers waiting around before a later stop that does have a set time.
To fix this, give a later stop a time window using Edit stop times. Qargo then plans backwards from that stop and moves the start time to match.
Good to know: You set this by hand for each trip. You can't set it up during import.
What a time window violation means
You'll see a violation when a planned stop doesn't fit inside its time window. It shows as a red or orange warning on the Planning Board.
When it happens: The first stop fits its time window, but a later stop can't make its enforced time. This often happens on trips with several stops, or when the delivery is the stop with the enforced time.
How Enforced times work on each stop:
First stop (for example, the collection): Qargo locks the planned time to the time window.
Later stops (for example, deliveries or unloads): You can still plan them outside the time window. Qargo lets you do it but flags the stop with a warning.
‼️ If you switch on an enforced time after a trip is already planned, Qargo won't replan it for you. You'll need to adjust the trip yourself.
Click on the stop to open, it will show the violation, along with the planned time outside of the window.
📚 When the first stop isn't enforced
If the first stop isn't enforced and is planned after a stop with an enforced time window, Qargo plans the trip outside that time window. The affected stop shows a red violation on the Planning Board.
You can adjust the arrival time and duration with the calendar icon located next to the estimated hours. The options to modify the time include:
Set the arrival time (manually set)
Calculate the arrival time
Enforce the time window
In addition to above, duration of the stops is also adjustable in the Planboard by simply dragging the route bar to left or right. If changing the stop duration creates an issue with an enforced time window on another stop, the stop will show the warning by turning Orange. The stop can be readjusted to bring the trip back into compliance.
Tip: Qargo uses the distance to calculate estimated times of the routes.
Planning by adding resources to the order
Planning a trip is also possible by simply adding resources to your order as below:
You can then view it afterwards in the planning by navigating to the planboard:
All your planned trips will then be visible also in a listed view under the "Trips" column where you can apply filters, 👉customise columns and 👉export data.
For planning multiple orders in 1 trip(Groupage): 👉Planning trips in bulk (groupage)
For planning Empty Trips 👉Empty trips
Generating trip documents: 👉Generating Trip Documents
Dispatching trip to the drivers: 👉Dispatching the Trips