Orbit Plan: Planning Shipments into Tours
How Orbit Plan turns a pool of shipments and a fleet into proposed tours, how to review and apply a plan, and why a plan is a proposal until applied.
How Orbit Plan turns a pool of shipments and a fleet into proposed tours, how to review and apply a plan, and why a plan is a proposal until applied.
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Note
Orbit Plan turns a set of shipments and a fleet of vehicles into a set of efficient, ready-to-run tours — the automatic alternative to routing shipments onto tours one by one.
You can always build a Tour by hand: pick a vehicle, add shipments, order the stops. When you have many shipments to route at once, Orbit Plan does that work for you. Hand it a pool of Shipments and a fleet, and it works out which shipment rides which vehicle, in what stop order, and at what times — then presents the result as a proposed set of tours for you to review.
The most important thing to understand about Orbit Plan is that a plan is a proposal, not committed work. Running the planner changes nothing in Orbit: no tours exist yet and every shipment stays unrouted. Real Tours are created only when you apply the plan — a separate, deliberate step.
Key highlights
Orbit Plan opens from your shipments list in Orbit MissionControl:
Open the Shipments list and select the shipments you want to plan.
Click Plan in the action bar. The Plan Shipments window opens with your selected shipments loaded.
From here you choose the fleet to plan against and start the optimisation.
A plan needs vehicles to place shipments on. You can:
When the optimisation finishes, Orbit Plan shows you a solution made up of three things:
These figures describe the proposed plan. Treat them as advisory estimates to judge a solution by, not promises about the real tours once they run.
A shipment landing in the unrouted list is not an error — it means the constraints as given do not allow it, and Orbit tells you why. Common reasons include no vehicle in the fleet being large enough or carrying a required capability, a time window too narrow to reach, or a tour that would run longer than its allowed maximum. The fix is usually in the data: add a suitable vehicle, widen a time window, or adjust the requirement. A plain re-run without changing anything rarely helps.
You rarely get the perfect plan on the first try. Orbit Plan lets you create several scenarios that differ in their optimisation settings, fleet composition, or shipment selection, and compare their results side by side. This lets you weigh, for example, a plan that uses fewer vehicles against one that spreads work more evenly, before deciding which to commit.
When you are happy with a scenario, apply it. Orbit Plan shows a summary of the tours it will create and the shipments it will leave unrouted, then creates the tours when you confirm (for example, Create 4 Tours). At that point the proposal becomes reality: real Tours are created, each unassigned and carrying its shipments as routed. Getting those tours to a carrier is the next stage — see Tours and Auto-Callout for dispatch.
If a few tours fail to be created when you apply, the rest are still created — the shipments from the failed tours simply stay unrouted and can be re-planned or routed by hand. Applying does not roll everything back.
Orbit Plan is about routing — which shipments go on which tour, in what order, and when. Whether a tour's loads physically fit inside the assigned vehicle's container, shown as a 3D packing view, is a separate feature: see LoadPlan 3D. A plan can optionally fold that fit-check into its optimisation, which is one reason a shipment might come back unrouted — its cargo would not fit any available vehicle.
The planned stop times you see on a proposed tour are estimates. For how Orbit expresses planned timing on a live tour, see Understanding the TimingGuide.
Mateusz plans regional deliveries for an operator in Warsaw. On Monday he has 30 unrouted shipments across Poland to organise for the week. He opens the Shipments list, selects all 30, and clicks Plan. In the Plan Shipments window he loads his saved Weekday Fleet template and starts the optimisation.
Orbit Plan proposes five tours at an average of 82% volume utilisation, and flags one shipment as unrouted because its delivery window is too narrow for any vehicle to reach in time. Mateusz widens that shipment's window and re-runs, and it now fits on the fifth tour. He also creates a second scenario with one fewer vehicle to see whether he can save a run; it works but pushes two tours close to their maximum duration, so he keeps the original. Satisfied, he applies the first scenario and clicks Create 5 Tours. Five real tours appear, each unassigned and ready to be offered to carriers.
No. Running it produces a proposal only. Tours are created — and shipments become routed — only when you apply a scenario.
Because the constraints did not allow it to be placed. Read the reason shown against it: no compatible vehicle, a time window too narrow, a tour that would run too long, and so on. Fixing the underlying data usually unblocks it.
That is normal and depends on the settings. A cost-minimising plan uses as few vehicles as it can and leaves others idle; a spread-the-work approach uses more. An unused vehicle is usually the plan working as configured.
Yes. Create multiple scenarios with different fleets or settings and compare their results, then apply only the one you want. Nothing is committed until you apply.
No. Auto-planning is an optional tool. Many shipments are routed by hand and never go through the planner, so an unrouted shipment is not necessarily "waiting for a plan".