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PLANNING — Live Cargo Totals on Trips Without Saving.

Cargo totals now update instantly as orders are added or removed from a trip - no save needed to see whether the next order still fits.

Written by Arynne Hargreaves

Summary

  • What is it?

    • Cargo totals (loading meters, weight, volume, pallet spaces, quantity) update live on the Planning Timeline as orders are added to or removed from a trip.

  • Why use it?

    • Previously the totals only refreshed once a trip was saved. On large groupage or distribution trips that save can take 15-20 seconds, turning every "does this fit?" check into a wait. Live totals remove that wait.

  • How does it work?

    • As orders are dragged onto or off a trip, the totals recalculate in place using the same "max needed space across the trip" logic as the saved totals - so what is shown while editing matches what is shown after saving. No configuration is required; live totals are on by default for all tenants.

Use Cases

  • A planner builds a large groupage trip and needs to know the remaining loading meters after each order, without waiting on a save.

  • A planner shapes a distribution trip on the planboard and wants loading meters and other cargo dimensions to follow along while dragging orders on and off.

Terminology

Term

Definition

Planning Timeline

The timeline view of the planboard where trips appear as bars.

Trip detail

The detailed view of a single trip, including its cargo block.

Loading meters (LDM)

The floor length a load occupies on the vehicle.

Max needed space

The logic that reports the highest space the trip needs at any point, rather than summing every load and unload.


Viewing live totals on the Timeline

  1. Stop level cargo details. 2 display options available for selection from the 'Customise' icon.

    1. Cargo: Total loaded/unloaded per stop

    2. Cargo: Space occupied after stop

  2. Trip total cargo details. This displays the totals for the entire trip.

    1. Use the 'Customise' feature to toggle on/off visibility of metrics.

  3. Cargo per leg details. This displays cargo details broken down by legs on the trip.

    1. Use the 'Customise' feature to toggle on/off visibility of metrics.

Using live totals

  • OPEN Planning and switch to the Timeline view.

  • SELECT order(s) to add on to the trip, or remove one from it.

  • VISUALISE the totals updating immediately (loading meters, weight, volume, pallet spaces, and quantity) without requiring a save.

  • SAVE the update once happy with the modifications made to the trip.

📚 Customise each planning view (A+/A-) to ensure cargo visibility remains consistent when switching between showing more or less data in the trip block.

This video explains the full flow behind live cargo totals on Trips:


Good to know

  • The totals use "max needed space", not a running sum. For a trip that loads 10 LDM, unloads 10 LDM, then loads 5 LDM, the totals show 10, not 15.

  • The save speed itself is unchanged. Live totals remove the need to save while shaping a trip.

  • Refreshing the page mid-edit discards unsaved changes; totals revert to the last saved state.

Troubleshooting

Issue

Explanation / Resolution

Totals did not change after adding an order

Confirm the order was actually added to the trip. An order with zero loading meters or weight leaves the relevant totals unchanged.

Totals reverted after a page refresh

A refresh discards unsaved edits - totals return to the last saved state. Re-add the orders or avoid refreshing mid-edit.

Saving still takes 15-20 seconds

Expected on very large trips - the save speed is a separate matter. Live totals mean a save is only needed once, at the end.

A metric stays empty

Only metrics defined on the orders update; metrics with no values on the trip's orders stay empty rather than showing placeholder values.

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