Week 1
Week 2
Week 1:
Week 1:
Planning: Drag & Scroll function updated
The ability to Drag and SCROLL through the planning page has been replaced with new and more efficient planning functions. The new 'Select and Drop' function will provide a faster and smoother planning experience.
This change introduces multiple benefits to the user:
New 'Select and drop' feature. User friendly and more accurate, select MULTIPLE orders to plan to your resource.
Streamlined planning and trip modification experience. Easily un-plan, select and move either Orders or Trips between resources.
Significant improvement to overall performance on the page. Users will notice the new functions are much quicker and offer a greater level of responsiveness.
Blocked Status: Hold Orders from Planning
Introducing Block Execution function, making it easy to place orders on hold and prevent planning activity while keeping them visible in the Blocked tab.
Key Features:
• Place orders on hold – Block execution for single or planned orders.
• Clear ‘Blocked’ status – A red label is shown, along with a reason for blocking.
• Seamless unblocking – Orders can be easily restored for planning.
How It Works:
Block a single order: Navigate to the Execution panel in the order, select Block Execution, enter a reason, and save. The order moves to the Blocked tab.
Block a planned order: Orders already assigned to a resource can be blocked. The order is removed from the trip and placed in Blocked status.
Block one order from a multi-order trip: Select the order from the Route panel, choose Block Order, enter a reason, and save. The order is removed and placed in the Blocked tab.
Split & Block an order: If part of an order cannot be executed, split the order and mark the affected leg as Blocked.
What Happens When an Order is Blocked?
Cannot be planned or assigned to a resource.
Intermodal connections cannot be created.
If an order already has an intermodal connection, it cannot be blocked.
Unblocking an Order
Simply navigate to the Execution panel, select Unblock Execution, and the order moves back to To Plan, making it available for planning again.
This update ensures better control over order execution, allowing users to pause orders without losing visibility.
Planning: Merge trip toggle
When planning multiple orders there is now the option to select if you prefer the orders to be planned as single trips
This option gives users the ability to bulk plan multiple orders to a single resource (a subcontractor for instance), while maintaining individual trips.
The option to merge these into a single trip is still available, and when merging multiple orders to a single trip, the selected sequencing is still respected.
Tasks: Control completing tasks without required documents
It is now possible to add required documents to the following configured task types:
Contact
Generate Document
Integration Tasks
In the event that a required document is not present, the task will show an error.
The user will have the option to manually acknowledge and bypass the error, and proceed with the task.
Alternatively the task can remain in error until the required documents are available. Once available the task can be retriggered and task workflow can continue.
Week 2:
Week 2:
Planning: Resource availability, including Trailers and Containers.
The column 'AVAILABLE?' will show the current status of the resource.
There are 3 status options available:
Available - Indicated by a check mark. Resource is available for planning.
Unavailable - Indicated by X. Resource is unavailable for planning due to a specific Unavailability that has been entered, ie: holiday, maintenance.
In Use / Parked: Resource is already In Use OR Parked (Trailer / Container) or End of Day (Driver). The resource is unavailable.
It is now possible to see both Trailer and Containers in this pre-planning view. The Available? column will also show when viewing planning by Trailer or Container specifically.
Click HERE to read more about Availability Overviews.
Palletforce: Insurance code options added.
As part of the Palletforce integration configuration, there is an option to add an Insurance code for goods. The default is to add at the Integration level. However, there are also options to set the code at both the customer and order level.
The values for these should be activated in ADDITIONAL FIELDS for both Order and Customer.
Once activated, the field 'Palletforce Insurance Code' will be available to complete. There is also the option to include a dropdown menu including the standard insurance codes.
Once set up the sending logic in the export is as follows:
Order level code, if present; or else
Customer level code, if present; or else
Integration level code.
Including the goods insurance code at the order level will ensure that any changes made to the order will retain the appropriate code if the order is re-exported.