How to Create a Trip

Modified on Tue, 1 Oct at 3:22 PM

The Quick Planner is a powerful tool for efficiently managing and creating trips based on existing requests. Here's how to use it:


  1. Navigate to the Quick Planner menu.



  1. Select the desired Date from the calendar picker.



  1. Choose the Time Run from the dropdown menu.



  1. The system will display all relevant requests for the selected date and time run.



  1. Select the necessary request from the list.



  1. To create a trip, click the "Create Trip" button.



  1. You'll be directed to the Create Trip pop-up page, where you can:

    • Assign a supplier to the trip

    • Assign a vehicle to the trip



  1. Once all details are set, click "Save" to finalize.



The Quick Planner helps streamline the process of turning requests into actual trips, saving time and reducing the chance of errors.

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