INTRODUCTION
Customisation toggles are available in the Planning board that will allow more selectivity for what is displayed in the planning board. This helps improve overall granularity of what is possible to display.
Key features include:
3 Customised View options (A+/A-, Orders & Trips)
Improved visualisation consistency for all information
Additional fields for trips and stops
SUMMARY OF VIEWS
3 customisable views available.
A+ Expanded View: Shows all the enabled toggles in the selected view (Timeline / Table)
A- Condensed View: Summary view showing reduced information.
Select which toggles to show separate to what is displayed in the A+ view.
Trip / Order Detail Page:
Modify toggles in the Customise views, independent to what is selected to show in the Planning board.
Simplify the view and eliminate duplication of data that is already available in those screens.
PLANNING BOARD - Customise options
Includes an option to search for the specific piece of data.
The customisation view ordered into logical groupings:
Resources have been moved to the top and grouped with Resource Info.
Trip Info details TOTALS over the whole trip (Cargo Trip Totals / Revenue / Duration)
NEW options to include Trip Additional Fields (where configured)
Stop info gives specific details relating to the individual stop (Location / Cargo / Order)
NEW option to show DEPARTMENT if available on the customer order
NEW options to include Order Additional Fields (where configured)
NEW options to include Stop Additional Fields (where configured)
The Customise options include an option to search for the specific piece of data.
Customise Toggles
Resources: Repositioned to the top of the panel. No change to available options.
Driver / Subcontractor
Container
Trailer / Draw-bar trailer
Tractor / Truck / Van
Resource info: Repositioned to the top of the panel.
MOVED: Trip Resources (container/trailer/vehicle/driver) to Trip Summary section.
Show resource groups
Indicate if resource is in use
Show empty resource lines
Additional line if combination is reused
Show resource extras
Trip summary(A+/A-): Will now show which view is being customised.
Trip/order resources
toggles for all trip/order secondary resources (container/trailer/vehicle/driver)
Cargo trip totals
Total quantity
Total loading meters
Total pallet spaces
Total volume
Total weight
Trip totals
Revenue
Duration
Additional info
Trip tags
End time
End Time:
Useful if using the TABLE view as it will display the time of the last stop.
Trip additional fields (A+/A-) NEW Trip Additional fields that are enabled in Configuration can now be shown.
Trip Default fields
Trip Custom fields
Stop summary (A+/A-)
Location
Location name
Country
Postal code
City
Time window
Pickup/delivery extras
Reference number
Trip name
Cargo
Quantity
Packaging type
Weight
Loading meters
Volume
Pallet spaces
Order
Customer
Department
Order additional fields (A+/A-)NEW Order Additional fields that are enabled in Configuration can now be shown.
Order default fields
Order custom fields
Stop additional fields (A+/A-) NEW Stop Additional fields that are enabled in Configuration can now be shown.
Stop default fields
Stop custom fields
Stop
Show info on click instead of hover
Display Custom Fields by Cargo
Custom fields are now displayed against each consignment (i.e. per trip) when the consignments are split into separate trips.
This gives planners the visibility needed to group consignments with compatible attributes and avoid shipping conflicts.
Custom fields tied to Cargo details can now appear in the Trip Planning view.
Use the “Customise” button to add these cargo-level custom fields as table columns.
Use the “Plan onto separate trip” option to split out individual consignments into their own trip rows.
Once split, custom fields display per consignment, so you see the correct values in each trip row.
Use Cases
Suppose you have a custom field “Temperature Requirement” on the cargo level.
An order is submitted containing three consignments:
Consignment A: requires 2-4 °C
Consignment B: requires –20 °C
Consignment C: ambient
After splitting into separate trips, you’ll see those different temperature values directly in the planning table, enabling you to group compatible consignments together (e.g. A with C, but B separate).
📚 This functionality is already in place for default fields, like weight for instance.
Limitations & Notes
This feature applies only in the Trip Planning view — not in other order or consignment views.
Only custom fields defined at the Cargo/Consignment level will show using this method (fields at the order level will still operate as before).
If a consignment hasn’t been split into its own trip, it may continue showing a default or blank value until the split occurs.
Customer Impact
Greater transparency into consignment-level attributes during planning.
Reduced risk of assignment errors, by clearly highlighting which consignments can or cannot ride together.
Improved planning efficiency, saving time and reducing the trial & error in fleet assignment.