Skip to main content

Plan a transport

Three ways to assign a truck and date to a transport: the Transports planning list, the Trucks planning board, and the transport details page.

There are three places in Trans IT where you can plan a transport: the Transports planning page (transport by transport), the Trucks planning board (truck by day), and the transport details page (one transport at a time). All three save to the same data, so you can mix and match.

To plan an order, you need at least a truck and a planned date. Everything else (trailer, supplier, waypoint times, notes) is optional and can be added later.

Open the planning

In the side menu, hover or click Planning. You see four entries: Trucks (the daily planning board), Trucks schedule (multi-day view), Transports (transport-by-transport list), and CoPlanner (route optimisation, not covered here).

Planning entry in the side menu with Trucks and Transports sub-items

Option 1: Transports planning (transport by transport)

Use this when you want to work through a list of transports for a single day and assign trucks per individual waypoint.

Click Planning and then Transports. You first land on a quick-settings card. Pick the date, the number of transports to load, and choose Simple (read-only overview, faster) or Complex (full editing, slower). Click Go to open the table.

Transports planning starter card with date, count, Simple/Complex toggle, and Go button

You now see one row per transport, with columns for the load and unload waypoints, the pickup and dropoff waypoints, the planned date, and customer info. Switch between Simple and Complex at the top: Complex adds the columns Trailer, Pickup ref, Dropoff ref, and the per-waypoint Order editor.

To plan a transport from this view, click the small pen icon in the Order column of a row. Each waypoint then shows a truck dropdown and a planned-date picker. Pick the truck for that waypoint, set the date and time, and click the green save icon. The same truck and date roll forward to the next waypoints automatically.

Order column in edit mode with three waypoint cards, each with a truck dropdown and a date picker

Tip. Use the search field at the top right to filter by transport number, customer reference, container number, or any waypoint location. The search also accepts logical operators.

Option 2: Trucks planning (board view, drag and drop)

Use this when you want to see all your trucks for a day and shift orders between them. This is the fastest view if you plan many orders at once.

Click Planning and then Trucks. The board shows one row per truck for the selected day. Below it, the Unplanned orders panel lists every order that is not yet on a truck. Switch the top toggle from Truck to Supplier to group rows by supplier instead, and turn on Workweek to see five days at once.

Trucks planning board with truck rows on top, with the plus, switch and lightbulb action buttons at the right of each row

You have several ways to assign an order to a truck on this board:

Drag and drop. Grab an order from the Unplanned orders panel at the bottom and drop it onto a truck row at the top. The truck row turns light blue while you hover. The order is now planned for that truck on that day, with the planned date set automatically.

Plus button. Click the + icon on the right side of a truck row. The truck becomes the active selection. Now click an order in the unplanned panel to attach it to that truck.

AI suggestions (lightbulb). Click the yellow lightbulb icon on a truck row. A modal opens with order suggestions ranked by distance and urgency, picked to chain logically after the truck's current last planned order. Accept a suggestion to add it to the truck, or reject it to skip.

Combine orders. Select two or more orders in the unplanned panel. A Combine action appears, which links them into a single multi-stop transport so they share the same truck and route.

Switch order sequence. Click the yellow up-down arrow icon on a truck row to change the visit order of that day's orders for that truck. The new sequence is saved when you confirm.

Each planned order has a row of small action icons: send (forwards the order to the driver app and supplier), chat (opens the truck channel), history (shows the truck's location history), and more (delete combination, resell, mark complete, and so on). The send icon turns green once the order is shared with the driver.

Tip. Drag and drop only works between the Unplanned orders panel and the truck rows above. To move an order between two trucks, first remove it from the current truck (the red cross icon on the order), then drag it from the unplanned list to the new truck.

Option 3: Plan from the transport details page

Use this when you are already looking at a single transport, for example after editing customer info or container details, and you just want to assign a truck without leaving the page.

On the transport details page, each order has a truck tag in the order header (top of the order block). The tag shows a truck icon and the truck name when the order is planned, or just an empty truck icon when it is not.

Order header with the truck tag at the right side, showing the truck icon, truck name, and a row of small action buttons including edit, send and chat

Click the small edit button next to the truck tag. A modal opens with three fields: Order truck, Order trailer, and Planned date. Pick a truck (the trailer fills in automatically from the truck), pick a trailer manually if needed, and set the planned date. Click OK to save.

Update truck and trailer modal with Order truck, Order trailer and Planned date fields plus Close and OK buttons

When you select a truck, the planned date also flows to every waypoint of the order: load and unload get the order's planned date, pickup waypoints stay on the order's date, and dropoff waypoints keep their own later date if they had one. You can still adjust each waypoint date separately afterwards on the same details page.

Once a truck is set, you can use the send icon next to the truck tag to share the order with the driver app and the supplier. The icon turns green when shared. The chat and history icons next to it open the truck chat channel and the truck's GPS history map.

Tip. If a transport has multiple orders (a multi-transport), each order has its own truck tag and edit button. You can plan each order on a different truck if needed.

Frequently asked questions

Which method should I use?
For a quick daily plan with many orders: use Trucks planning. For working through transports one by one (for example a customer service queue): use Transports planning. For fixing a single transport you already opened: use the details page.

Can I undo a plan?
Yes. On the trucks board, click the red cross on the order to remove it from the truck. On the details page, open the truck modal and click the clear button on the truck dropdown. The order goes back to the Unplanned orders list.

What happens after I plan an order?
The order is linked to the truck for the planned date and shows up on the trucks board. It is not yet visible to the driver. Click the send icon (paper plane) to share it with the driver app and the supplier. The send icon turns green once shared.

Why does the truck show a warning after I select it?
The truck is unavailable on the planned date (holiday, maintenance, or already fully booked according to its calendar). You can still save, but the warning lets you pick a different truck or a different date first.

Did this answer your question?