Planning
How to videos on Planning, Trips and Stops.
By Jonathan1 author12 articles
- VIDEO - How to add a stop to a trip from the open trip detail?The open trip detail popover on the Planboard is now interactive. With one or more orders selected in the To plan list, planners can click directly on the route (Table…
- VIDEO - How to add Time window columns to the To plan overview?Planners can see and filter time windows directly on the To plan: Orders board. Planners can also filter orders by window name via that same header when the Split view…
- VIDEO - Automatic ETA recalculationAutomatic ETA recalculation continuously updates the estimated time of arrival at the next stop based on the driver’s current GPS position.
- VIDEO - Per-day Resource availabilityThe To Plan: Resources view has a per-day availability status grid. One narrow column per date in the selected planning range, each with a single status icon per resource (available,…
- VIDEO - Live cargo totals on TripsCargo totals (loading meters, weight, volume, pallet spaces, quantity) update live on the Planning Timeline as orders are added to or removed from a trip. As orders are dragged onto or off…
- VIDEO - How to use 'To plan: Trips' modeThe 'To plan: Trips' option in the Planboard To plan dropdown lists every trip that's still waiting for a real resource. Both trips parked on a dummy resource and trips…
- VIDEO - How to assign compartmentalised trailers at Trip levelOrders can be added to specific compartments of a trailer at trip level, displaying the trailer’s compartment layout and allowing goods to be distributed across compartments via drag-and-drop or manual…
- VIDEO - Assign previous container or trailer to Orders on a TripWhen planners add a reload to a trip that already has a container on the delivery leg, that container didn't carry across. The only option was to navigate into each…
- VIDEO - How to manage orders and trips in the Distribution planning view?The Planning Legs view is split into two stacked tables: orders still to plan on top, planned trips below. Planners can build, extend, and merge multi-stop trips directly from there…
- VIDEO - How to customise your planboard lay-out?The planboard supports fully custom layouts. Instead of one fixed view, planners can split their screen into different arrangements, and assign any planning component to any block. Layouts can be…
- VIDEO - How to remove a resource from a trip without unplanning the trip?Removing an order's assigned resource doesn't mean unplanning the whole trip. On a multi-order trip, it now opens a confirmation modal offering "Unplan order from trip" (just this order) or…
- 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,…