Transport Templates (Auftrags-Vorlagen)

Transport Templates allow you to create reusable configurations for transport orders, streamlining the creation of frequently used transport routes and requirements.

Overview

Transport Templates (Auftrags-Vorlagen) provide a way to:

• Save common transport configurations for quick reuse
• Pre-fill transport creation forms with template data
• Track template usage to identify popular routes
• Define requirements (equipment, certifications, training) per template
• Configure recurring schedules for automated transport generation (coming soon)

Features

Template Management

• Create Templates: Build templates with 4-step wizard (Basic Info, Route & Stops, Requirements, Schedule)
• Edit Templates: Update existing templates while preserving usage history
• Delete Templates: Remove unused templates (with confirmation)
• Template Categories: Organize templates by type (Standard, Express, Bulk, Hazardous, Refrigerated, Custom)
• Priority Levels: Set default priority (Low, Medium, High, Urgent)

Route Configuration

• Origin & Destination Zones: Define start and end points
• Intermediate Stops: Add multiple pickup/delivery points along the route
• Time Estimates: Set load time and estimated duration
• Stop Types: Mark stops as pickup, delivery, or intermediate

Requirements

• Equipment Requirements: Specify required equipment (forklift, pallet jack, etc.)
• Certifications: Define required certifications (hazmat, refrigeration, etc.)
• Training: List required training courses
• Safety Requirements: Link to Safety Pro checklists
• Mandatory vs Optional: Mark requirements as mandatory or optional

Usage Tracking

• Usage History: View all transports created from a template
• Usage Count: See how many times each template has been used
• Template Snapshots: Store template state at time of use for audit trail

Permissions

Admin & Mitarbeiter

• ✅ Create templates
• ✅ Edit templates
• ✅ Delete templates
• ✅ View all templates
• ✅ Generate transports from templates
• ✅ View usage history

Fahrer

• ✅ View templates (read-only)
• ❌ Cannot create, edit, or delete templates
• ✅ Can use templates to create transports (if enabled)

Creating a Template

Step 1: Basic Information

1. Template Name: Enter a descriptive name (e.g., "Standard Delivery Zone A → B")
2. Description: Optional description of the template
3. Category: Select category (Standard, Express, Bulk, Hazardous, Refrigerated, Custom)
4. Priority: Set default priority level

Step 2: Route & Stops

1. Origin Zone: Select the starting zone
2. Destination Zone: Select the destination zone
3. Load Time Estimate: Estimated loading time in minutes
4. Estimated Duration: Total transport duration in minutes
5. Intermediate Stops: Add any intermediate pickup/delivery points

Step 3: Requirements

1. Add Requirements: Click "Add Requirement" for each requirement
2. Requirement Type: Select type (Equipment, Certification, Training, Safety, Custom)
3. Requirement Value: Enter the specific requirement (e.g., "forklift", "hazmat_cert")
4. Mandatory: Mark as mandatory or optional

Step 4: Schedule (Coming Soon)

Recurring schedule configuration will be available in a future version.

Using Templates

Generate Transport Directly

1. Navigate to Transport Templates
2. Click the Play icon (▶) on a template
3. System automatically creates a transport with template data
4. Transport appears in the shipments list

Use Template in Create Dialog

1. Navigate to Transport Templates
2. Click the File icon (📄) on a template
3. Create Transport dialog opens with pre-filled data
4. Review and modify as needed
5. Click Create Order

Integration

Routing Engine

When a template includes route information:

• Auto-route selection: System suggests optimal route if Routing Engine is enabled
• Distance calculation: Uses zone coordinates for route planning
• Multi-stop optimization: Optimizes order of intermediate stops

Safety Pro

When Safety Pro is active:

• Checklist linking: Link templates to Safety Pro checklists
• Auto-risk assessment: System performs risk assessment based on template requirements
• Training validation: Validates driver training before assignment

Auto-Assignment

When auto-assignment is enabled:

• Driver suggestions: System suggests drivers based on template requirements
• Zone permissions: Validates driver zone permissions automatically
• Equipment availability: Checks equipment availability if specified

API Usage

Get Templates

import { useTransportTemplates } from '@/lib/queries/transportTemplates';

function MyComponent() {
  const { data: templates } = useTransportTemplates({
    is_active: true,
    category: 'standard'
  });
  
  return (
    <div>
      {templates?.map(template => (
        <div key={template.id}>{template.template_name}</div>
      ))}
    </div>
  );
}

Create Template

import { useCreateTransportTemplate } from '@/lib/queries/transportTemplates';

function CreateTemplate() {
  const createTemplate = useCreateTransportTemplate();
  
  const handleCreate = async () => {
    await createTemplate.mutateAsync({
      template_name: 'Standard Delivery',
      category: 'standard',
      priority: 'medium',
      origin_zone_id: 'zone-a-id',
      destination_zone_id: 'zone-b-id',
      stops: [
        {
          zone_id: 'zone-c-id',
          stop_order: 1,
          stop_type: 'pickup',
        }
      ],
      requirements: [
        {
          requirement_type: 'equipment',
          requirement_value: 'forklift',
          is_mandatory: true,
        }
      ]
    });
  };
}

Generate Transport from Template

import { useGenerateTransportFromTemplate } from '@/lib/queries/transportTemplates';

function GenerateTransport() {
  const generateTransport = useGenerateTransportFromTemplate();
  
  const handleGenerate = async () => {
    const result = await generateTransport.mutateAsync({
      template_id: 'template-id',
      name: 'Custom Name', // Optional override
      priority: 'high', // Optional override
      driver_id: 'driver-id', // Optional override
    });
    
    console.log('Created transport:', result.order_number);
  };
}

Best Practices

1. Naming Convention: Use descriptive names that indicate route and purpose

   • ✅ "Standard Delivery Zone A → B"
   • ❌ "Template 1"

2. Category Selection: Choose appropriate category for better organization

   • Use "Hazardous" for dangerous goods
   • Use "Express" for time-sensitive deliveries
   • Use "Bulk" for large-volume transports

3. Requirements: Be specific with requirements

   • ✅ "forklift_certification_level_2"
   • ❌ "forklift"

4. Time Estimates: Provide realistic estimates

   • Base on historical data when available
   • Consider zone distance and complexity

5. Template Maintenance: Regularly review and update templates

   • Archive unused templates instead of deleting
   • Update requirements as regulations change
   • Adjust time estimates based on actual performance

Troubleshooting

Template Not Appearing

• Check if template is marked as Active
• Verify user has access to template's tenant
• Check RLS policies for template visibility

Cannot Generate Transport

• Ensure template is Active
• Verify origin and destination zones exist
• Check that required zones are accessible to user

Requirements Not Applied

• Verify requirements are marked as Mandatory
• Check that Safety Pro integration is enabled (for safety requirements)
• Ensure equipment/certifications exist in system

Related Documentation

• Transports Overview
• Safety Pro Integration
• Routing Engine
• Zone Management