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Trip Plan

Create a Trip Plan

Create the day's plan after preparing orders, drivers, and trucks.

Before you start

Check that the orders to schedule already exist and that the driver and truck are available on the chosen day.

How to do it

  1. Open Trip Plan
  2. Select the correct day
  3. Add the driver
  4. Assign the truck
  5. Add the order
  6. Choose collection, delivery, or both
  7. Save

What happens next

Open the plan again to check the order of activities. When the work needs to reach the Mobile App, select Inform Drivers after saving.

Good to know

If something does not work

Check the selected date and the order fields before trying again. If a warning prevents saving, send support the warning text and the plan date.

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