# Journey Planner

From this tab, you can:

- view a summary of all booked deliveries and Lorry Journeys over a two week period
- lock and unlock Lorry Journeys
- review Lorry Journeys where a booked delivery has an outstanding balance

You can also click in to see a 'day view', which will provide a detailed view of all Lorry Journeys and scheduled deliveries for a given day. From this screen, you can:

- resequencing deliveries
- reschedule deliveries
- cancel deliveries
- mark deliveries as completed
- print picking lists
- print delivery notes
- deliver individual lines

#### Key to icons

![money.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/money.gif) = this Lorry Journey contains a booked delivery with an outstanding balance

![unlock.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/unlock.gif) = this Lorry Journey is unlocked, e.g. it is possible to book deliveries onto it

![locked.gif](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/locked.gif) = this Lorry Journey is locked, e.g. it is not possible to book deliveries onto it

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-01/scaled-1680-/image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2026-01/image.png) = this Lorry Journey contains a Sales Order which is Awaiting Action

![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/wxTimage.png) = the scheduled date is different to the customer's requested delivery date

## Summary View

This shows a fortnightly summary.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/3jximage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/3jximage.png)

## Detail View

To access this mode, click the 'view' button on the summary view; there is one per day.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/dffimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/dffimage.png)

### Resequencing Deliveries

<p class="callout info">This should be done to confirm the route for your drivers; sequence the orders to match their route</p>

To sequence deliveries, simply drag and drop them to change the order; this order will be reflected on the Picking Lists, and when printing the Delivery Note.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/uXBimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/uXBimage.png)

When doing this, it is possible to drag and drop a delivery between different Lorry Journeys on the same day.

### Reschedule Deliveries

To reschedule a specific delivery, click the ![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/jBDimage.png) icon.

### Cancel Deliveries

To cancel a specific delivery, click the ![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/igdimage.png) icon.

Once cancelled, it will fall into the awaiting scheduling list.

### Mark Deliveries as Completed

To mark a delivery as complete, click the ![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/a3Ximage.png) icon.

### Print Picking Lists

From this screen you can print [Picking Lists](https://bookstack.iconography.co.uk/books/general/page/picking-list "Picking List") per Lorry Journey.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/yPpimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/yPpimage.png)

### Print Delivery Notes

From this screen you can print [Delivery Notes](https://bookstack.iconography.co.uk/books/general/page/delivery-notes "Delivery Notes") per Lorry Journey.

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/scaled-1680-/zNDimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-12/zNDimage.png)

### Deliver Individual Lines

You can also deliver individual lines. Use this to mark individual lines within a Sales Order as delivered.

<p class="callout info">This should be used if delivery was unsuccessful</p>