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Create a Tour from Orders

Table of Contents

  1. Access the Orders Module
  2. Select Orders to Create a Tour
  3. Merge Duplicate Stops
  4. Assign Assets and Review Data
  5. Adjust and Save the Tour
  6. Monitor Tour Status & Events
  7. Unfuse a Tour
  8. Review Included Orders
  9. Export a Tour as PDF
  10. Find Tours and Partial Orders
  11. Review Important Rules

Dispatchers often manage multiple transport orders that share routes or destinations. Planning these separately can lead to duplicate stops, inefficient use of vehicles, and driver confusion.

The Create Tour from Orders feature allows you to combine two or more Original Orders into a single Tour. Each Original Order becomes a Partial Order inside the Tour. Dispatchers retain full visibility of all Partial Orders, while drivers receive one clear assignment.


Key Benefits

  • Combine multiple orders into one optimized tour
  • Merge duplicate stops (pickups or drops)
  • Keep original orders accessible for invoicing and verification
  • Drivers see one simple assignment, dispatchers keep full visibility
  • Export professional PDFs with all customer and order references

Terminology

  • Original Order: An individual order created or imported into the system
  • Tour: A group of two or more orders fused into one transport unit
  • Partial Order: An Original Order once it has been fused into a Tour

1. Access the Orders Module

Step 1: Open the Orders module. 
Click the blue "O" in the left-hand sidebar to access all transport orders.

Step 2: Locate the Create Tour button. 
The button appears in the top-right corner of the Orders table once at least two eligible orders are selected.

Create a truck tour in the Orders module
Find the Create a Tour button in your orders table

 


2. Select Orders to Create a Tour

Step 1: Apply filters (optional). 
Filter by region, delivery date, customer, or status to find compatible orders.

Step 2: Select at least two Original Orders. 
Finished orders cannot be included in a Tour.

Step 3: Start tour creation. 
Click Create Tour in the top-right corner.

Note: If fewer than two orders are selected, the button will be disabled, and a tooltip will explain why.

Select multiple orders to create a truck tour
Figure: Multiple orders selected in the Orders table

 


3. Merge Duplicate Stops

When Original Orders share the same pickup or delivery location, you can merge those stops to simplify the Tour.

Step 1: Detect duplicates. 
The system identifies duplicate stops when:

  • Orders share the same address
  • Time windows overlap
  • Stop activity (pickup or drop) is the same

Step 2: Choose how to merge.

  • Merge Pickups
  • Merge Drop-offs
  • Merge All
Merge truck stops and destinations to create a tour
Figure: Merge options in the tour creation modal

 

Important:

  • Parking and refueling stops are never merged
  • Loading units merge when applicable

4. Assign Assets and Review Data

The system pre-fills assets (vehicle, trailer, and driver) and order details from the included Partial Orders. Review all information carefully before saving the Tour.

Step 1: Check asset prefill.

  • If all orders share the same vehicle, trailer, or driver, the asset is prefilled
  • If some are missing but others match, the asset is prefilled
  • If values conflict, the field remains empty
  • Each asset type (vehicle, trailer, driver) is checked independently
Include another order inside truck tour

 

Step 2: Confirm asset assignment. 
Assigning or changing an asset at the Tour level applies to all included Partial Orders.

Add transport order to a truck tour
Figure: Add another order to your created tour

 

Important:

  • Each asset type is independent. For example, if all orders share the same vehicle but have different trailers, only the vehicle is prefilled.
  • If DriverApp was linked to one driver, it is assigned to the entire Tour. The driver receives an updated order (if already in progress, it appears as a new version of the Order).

Step 3: Review data prefill.

  • Reference number → New, generated automatically (locked)
  • Customers → All included, shown as multi-select (locked)
  • Dispatcher → Creator prefilled
  • Price → Sum of Partial Orders (editable in Tour only)
  • Value of goods → Sum across all orders
  • Weight / Loading meters → Maximum across orders
  • Type of goods → Concatenated list
  • Pallet exchange → Checked if any order has it
  • Body type → Combined multi-select
  • Comments & charges → Aggregated from Partial Orders
  • Documents → All merged into the Tour
  • Custom fields → Not yet copied (planned fix)

Note: Changes made in the Tour do not sync back to the Partial Orders.


5. Adjust and Save the Tour

Step 1: Reorder stops. 
Change the stop sequence as needed.

Step 2: Add more orders. 
Additional orders can be included before saving the Tour.

Review included stops in truck tour

Important: Stops cannot be deleted directly. To remove a stop, you must remove the entire Partial Order.

Step 3: Save the Tour. 
Once saved, the Tour appears in the Orders table with its own icon.

Fused order (Tour) icon in IMPARGO TMP
Tour (fused order) icon vs. normal orders in the Transports View

 


6. Monitor Tour Status & Events

When a driver executes a Tour, the system automatically keeps both the Tour and its Partial Orders in sync. This ensures dispatchers and customer service always have a complete and consistent view of statuses, events, and documents.

Order details tab inside the created truck tour
Tour details tab

 

Status Updates

  • When a stop is completed in the Tour, the same stop is marked as completed in each related Partial Order.
  • Example: If stops 1 and 2 are completed in the Tour, the corresponding stops in all Partial Orders are also marked as completed.

Tour Events

  • Events recorded during Tour execution appear in:
    • The Tour’s event tab
    • The Partial Orders’ event tabs
Events tracking tab inside the created truck tour
Tour events tab

 

Attachments and PODs

  • When the driver uploads an attachment (e.g., CMR, invoice, customs document) or a Proof of Delivery (POD) at a stop in the Tour, it is automatically added to:
    • The Tour
    • The corresponding Partial Orders

Important: Statuses, events, and documents sync between Tours and Partial Orders, avoiding duplication and keeping all stakeholders aligned.


7. Unfuse a Tour

If needed, you can revert a Tour back into its Original Orders.

Method 1: Delete the Tour. 
Find the Tour in the Orders table, click the (...) menu, and choose to modify/delete. This restores all Original Orders.

Delete truck tour from the IMPARGO Orders module

 

Method 2: Remove Partial Orders.

  • Step 1: In the Tour creation modal, uncheck all Partial Orders.
  • Step 2: Save the changes. The system removes the Tour and restores the Original Orders.

Important: The system will warn you that any edits made in the Tour (such as comments, loading units, or cost fields) are not carried back to the Original Orders.

Delete created tour warning
Figure: Warning pop-up when removing Partial Orders

 


8. Review Included Orders

Check which Original Orders have been fused into the Tour and how they appear as Partial Orders.

Step 1: Open the Included Orders tab. 
View all fused orders listed as Partial Orders inside the Tour.

Step 2: Review details. 
Each Partial Order displays its reference number, customer, loading units, and comments.

Review included shipments in truck tour

Important: Individual stops within a Partial Order cannot be deleted. To remove a stop, you must remove the entire Partial Order from the Tour.

Figure: Included Orders tab in tour creation modal


9. Export a Tour as PDF

You can export a Tour with all its Partial Orders for documentation and communication.

Step 1: Export the Tour. 
Find the Tour and choose Save as PDF.

Export truck transport tour as PDF
 

Step 2: Review included Partial Orders. 
The export lists all Partial Orders with their reference numbers and customer names.

Step 3: Apply custom properties. 
Optionally include custom properties in the export.

View truck transport tour as PDF
Figure: PDF export of a Tour with included Partial Orders

 


10. Find Tours and Partial Orders

Switch views to easily distinguish Tours, Original Orders, and Partial Orders.

Step 1: Switch views. 
Use the toggle above the Orders table:

Transport View → Shows Tours and standalone orders (execution-ready view for dispatch)

Transports View in your orders table
Transports View (Tour orders table)

 

Shipments View → Always shows Original Orders (for invoicing and overview), even if fused into a Tour

Shipments View in your orders table
Shipments View (Original orders table)

 

Note: Created Tours have their own symbol.

Fused order (Tour) icon in IMPARGO TMP
Figure: Difference between Tours and Partial Orders in the orders table

 


11. Review Important Rules

Rules for creating and managing Tours

  • At least two orders are required to create a Tour
  • Finished orders cannot be fused
  • Duplicate stops only merge if the address, stop activity, and time window all match
  • Parking and refueling stops are never merged
  • Stops cannot be deleted directly — remove the entire Partial Order instead
  • Assets only prefill if all orders share the same value; conflicts leave fields empty
  • Edits in a Tour do not sync back to Partial Orders

The following always sync automatically:

  • Status updates
  • Stop completions
  • Events
  • Attachments and PODs

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