Traqo.ai
Plan

Orders in, optimized loads out.

The Order Planning & Load Optimization module is the critical intelligence layer within Traqo that operates between sales order receipt from ERP and indent creation. It transforms raw sales orders into optimized, consolidated loads that maximize vehicle utilization and minimize freight costs.

Live module preview
planning.traqo.ai/clubbing
Live
4 sales orders · Mumbai region
SO-2026-00451Mumbai8,200 kg
SO-2026-00452Mumbai6,400 kg
SO-2026-00467Thane5,800 kg
SO-2026-00471Mumbai4,900 kg
1 dispatch
32-ft MXL · Pune Plant
Total weight25,300 kg / 28,000 kg
Fill rate90.4%
Drops3 (Andheri → Thane → BKC)
Est. cost₹38,400 (vs ₹62,800 split)
Saves ₹24,400 · 38.9% vs 4 separate trips
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Overview

Target audience

TierRoleUsage
Overview (Buyers)Procurement / ManagementUnderstand capabilities, evaluate ROI, and approve platform investment
Setup Guide (Implementers)IT / Integration TeamConfigure ERP connections, set up clubbing rules, define master data
User Guide (Daily Users)Logistics Managers / PlannersExecute daily order planning, review loads, approve indents

How it works — high-level flow

Step 1 — Orders arrive

Sales orders received from ERP via API integration or manual CSV upload.

Step 2 — Validate & normalize

Orders are validated against customer master and product master. Invalid records flagged; valid orders move to planning queue.

Step 3 — Clubbing engine

Compatible orders grouped into consolidated loads based on destination, priority, delivery window, and vehicle capacity.

Step 4 — Utilization calc

Vehicle utilization (weight % and volume %) calculated and optimized for each proposed load.

Step 5 — Indent creation

Approved loads passed downstream to the Indent Management module for transporter assignment and dispatch.

Key benefits

15–25%
Freight cost reduction from order consolidation
65% → 85%+
Average truck fill rate improvement
Minutes
AI clubbing vs hours of manual Excel planning
Real-time
ERP order sync — no manual re-entry

End-to-end planning workflow — swim lane diagram

11-step journey from order arrival to the warehouse pick-list handoff, mapped across ERP source, logistics planner, planning engine AI, warehouse, and external systems.

ERP /ORDER SOURCELOGISTICSPLANNERPLANNING ENGINE (AI)WAREHOUSEEXTERNAL SYSTEMSERP · WMS · NotifyERP / CSVorder sourceYESNO → override · re-run1ORDERS ARRIVEERP sync or CSV · 24-48 hr horizon2VALIDATE + NORMALIZEMaster check · P0/P1/P2 parse · flag3DESTINATION CLUSTERINGCity/region proximity · multi-drop4PRIORITY SORTINGP0: immediate · P1: 2hr · P2: 4hr5VEHICLE MATCHING (AI)Smallest fit: Ace → 20ft → 32ft → 40ft6LOAD BUILDING95% wt / 90% vol · window check7OPTIMISATION PASSCost / Time / Balanced algo mode8REVIEW PROPOSED LOADSUtil % calc · cost/kg · override9APPROVE LOAD?10CREATE INDENTSAuto-indent → Indent Management11PICK LIST RECEIVEDwarehouse picks & stages loadERP sync — orders on creation / 15-min batchCSV upload — manual planning batchERP — cost benchmark vs individual tripsNotify — optimisation plan readyERP — indent records auto-pushed backNotify — indent created alertWMS — load plan + picking listNotify — picking startedExecution flowData / notification flowDecision point
Step 1 of 425%

Let's start with your company

Get Started

Talk to a freight expert.

Tell us about your fleet. We'll set up a pilot, walk you through the dashboard, and show you live tracking on your own trucks — no GPS hardware required.

  • Pilot on up to 10 trucks, free for 14 days
  • Live in under 5 minutes — just the driver's phone
  • Direct line to our solutions team
Prefer email? Write to sales.support@traqo.io