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PLANNING — Assigning Compartmentalised Trailers at Trip Level

Planners can assign compartmentalised trailers at the trip level. A single view lets them select compartments and distribute goods from all orders on the trip in one flow. The counts are correct and the full load is visible before confirming.

Written by Jonathan De Noyette

Summary

What — Planners can assign orders to specific compartments of a compartmentalised trailer at trip level. A compartment-assignment view opens from the trip, displaying the trailer’s compartment layout and allowing goods to be distributed across compartments via drag-and-drop or manual selection. Existing compartment assignments made at order level are migrated automatically.

Why — Compartmentalised trailers (for example, those used in temperature-controlled or tanker transport) require precise loading plans to comply with regulatory requirements and customer specifications. Performing compartment assignment at trip level gives planners visibility of the full load when multiple orders share a trailer, reducing loading errors and documentation discrepancies.

How — Planners open the trip in the Planning board, access the compartment-assignment view, and drag or assign each order’s goods to the correct compartment. The assignment is saved to the trip and reflected on trip documents.

Prerequisites

  • User role: Planner or higher

  • The trailer assigned to the trip must be configured with compartments

  • Compartmentalised trailer functionality must be enabled on the environment

Use Cases

  • A tanker operator distributes multiple product orders across a four-compartment trailer for a multi-drop trip

  • A temperature-controlled carrier assigns chilled and frozen orders to separate compartments on the same trailer

  • A planner reviews the full compartment loading plan before confirming a trip

Terminology

Term

Definition

Compartmentalised trailer

A trailer divided into separate sealed sections, each capable of holding different goods

Compartment assignment

The allocation of a specific order’s goods to one or more trailer compartments on a trip

Drag-and-drop

A UI interaction that moves a goods item from an unassigned state into a target compartment

Data migration

The automatic transfer of order-level compartment assignments to the new trip-level model


Adding Trailers to Trips

🎥 Watch this video and/or follow the steps below:

📚 Before assigning orders to compartments, it is required to add a compartmentalised trailer to the trip.

  1. NAVIGATE to the Planning board.

  2. ASSIGN the compartmentalised trailer. This can be done in two ways:

    1. Drag the trailer directly onto the desired trip.

    2. Open the trip and navigate to the trailers section in the Route tab.

🧰 The trailer must consist of several compartments. This is configured in Resources > Vehicles > Trailer > Compartments.

Assigning Orders to Compartments

  1. Click the Assign compartments button on the trip.

  2. Review the trailer compartment layout displayed in the modal.

  3. Check the boxes to add the right items to the compartments

  4. Save the compartment assignment.

The loading plan is then successfully saved to the trip. The resource overview now displays how goods are distributed across the different trailer compartments.

To make further changes, simply repeat the above steps and save again.

🧰 Compartment assignments previously made at order level have been automatically migrated to the trip-level model. No manual re-entry is required.


Troubleshooting

Symptom

Likely cause/Resolution

Compartment-assignment icon is not visible on the trip

Trailer has no compartments configured.

Add compartments to the trailer in Master dataResources

Goods item cannot be dragged to a compartment

Compartment capacity is exceeded.

Adjust the compartment capacity in master data or reassign goods to another compartment

Data migration note shows missing assignments

Order-level assignment was incomplete before migration.

Manually assign the remaining goods to compartments

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