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VIDEO - How to auto-assign orders to an existing matching trip?

Trip resource assignment rules can now add a new order to a trip an earlier order already created, instead of always creating one trip per order. On top of that, trip templates give the matched trip a fixed stop sequence.

Written by Jonathan De Noyette

This video explains how to set up auto-assign rules and how this works in practice:

📚 A few things to know about trip matching:

  • Matching only happens when an order is created, so trips made by hand, or before you switched the rule on, are never joined. There's no capacity check, so a trip keeps taking orders however big it gets.

  • And once a trip is dispatched or in progress, it stops accepting orders. Those orders stay in To plan for a planner to handle.

Read more about trip matching here: PLANNING - Auto Assign Resources.

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