Create a Tour from Orders

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.

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.

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

Important:

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

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

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

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.

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

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

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.

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

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.

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.

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.

Troubleshooting: Cannot Delete or Unfuse a Tour

Sometimes you may not be able to unfuse or delete a Tour. This usually happens when the Tour already has the status Ended, Invoice Created, or Paid.

This is normal system behavior. When a Tour is finished or invoiced, it becomes locked to protect your data and prevent changes to completed transports.

If the Tour is still assigned to a driver and you need to delete it (for example, if it was assigned by mistake), follow these steps:

Step 1: Change the Tour status.
Go to the Orders table and change the Tour’s status to Pending.

Step 2: Open the Fleet module.
The Tour will now appear under Next Orders.

Step 3: Unassign the Tour from the driver.

Step 4: Delete the Tour.
Return to the Orders table and delete the Tour.

After completing these steps, the Tour will be deleted, and the Original Orders will reappear in your Orders table.

Note: If the Tour is not assigned to a driver, you can simply reset its status to Pending and then delete it directly from the Orders module.

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.

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

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.

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.

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)

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

Note: Created Tours have their own symbol.

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