Trading

The Trading page is used to manage the trading platform. Here, offered products (Offers) and requested products (Demands) are compared, consolidated with one another and turned into transport orders. An integrated map view together with overviews of tours and orders helps planners to align supply and demand both spatially and temporally.

Note: The Trading page is only available if the trading module is activated for the tenant.

The displayed data is group-specific: the offers and demands of the currently active group are shown in each case. When the active group is changed, the filter values and all tables are reloaded automatically.

1. Navigation

The trading platform is accessible via the main menu under Commercial › Trading.

2. Search Filter

The filter area at the top of the page jointly restricts the data shown in all tables and on the map. The selected filters affect every overview on the page.

Available Filters

Operation

1. Set the desired filter criteria.
2. Reload the display via the Refresh button.
3. Via Reset filters, all filters and toggles are returned to their initial state.

Note: When the active group is changed, the product values available for selection are reloaded automatically and all tables are refreshed.

3. "Offers" Table

The Offers table lists the offered products. Each row shows one offer with its associated quantity details.

Quantity Overview

For each offer, summary values are shown, including the remaining quantity still available as well as the quantity already planned. Grand totals are displayed at the bottom of the table.

Enter, Edit and Delete an Offer

• Add: The Add offer button in the toolbar opens the entry form (see section 6).
• Edit: A double-click on a row opens the offer for editing.
• Delete: The selected offer is removed via the corresponding button.

Show Unresolved Only

The Show unresolved only toggle in the table toolbar lets you view offers that have not yet been consolidated in isolation.

Cross-Reference Highlighting

When an offer is selected, the associated demands as well as linked rows in the other tables are automatically highlighted in colour. This makes it easy to see at a glance which data belongs together.

4. "Demands" Table

The Demands table lists the requested products and is structured analogously to the offers table. Each row shows one demand with its associated quantity details and totals.

Functions

• Add / Edit / Delete: as with the offers, via the toolbar or by double-click.
• Show unresolved only: displays exclusively demands that are still open.

Cross-Reference Highlighting and Map Display

When a demand is selected, the system highlights the associated offers, tours and orders in colour. At the same time, the matching offer is shown on the map (see section 9).

5. Consolidating Offer and Demand (Fusion)

With the Fusion, an offer and a demand for the same product are merged into a transport order.

1. Select an offer in the offers table and a demand in the demands table. Both must refer to the same product.
2. Enter the quantity to be merged (at least 1).
3. Click the Fusion button.

On success, a transport order is created from the offer and demand, and all tables are refreshed.

Note: The Fusion button is only active if an offer and a demand with a matching product are selected and a valid quantity has been entered.

6. Merging Demand with Shipments

A selected demand can be merged with existing shipments from the Tours and Orders area (see section 8).

1. Select a demand in the demands table.
2. Select one or more tours or orders in the lower panel.
3. Click the Merge demand button.

If the products match, the shipments are merged directly with the demand. If the products do not match, a confirmation prompt appears first.

Search for a Matching Demand

Via the Search demand to merge function, demands matching the selected shipments can be identified to make the assignment easier.

Note: Merging is only possible if both a selection in the Tours/Orders area and a demand are present.

7. "Offer/Demand" Entry and Editing Form

The entry and editing form is opened as a dialog and is used both for entering offers and demands. Which variant is preset depends on whether the form was opened via Add offer or Add demand.

In the form, the following can be entered:

• Shipments: Adding and removing shipments to the offer or demand.
• Products: Adding and removing product items.
• Locations (POI): Entering pickup and delivery locations with autocomplete.
• Time windows: Defining the desired time windows.

After entry, the input is validated and applied via Save. The tables are then refreshed.

8. "Offer-Shipment Assignments" Table

This table shows the links between offers and demands via the respective shipments. It primarily supports the cross-page highlighting of related data.

When a row is selected, the associated offers, demands, tours and orders are automatically highlighted in colour in the other tables.

9. Tours, Info Tours and Unassigned Orders

In the lower area of the page there is a panel with several tabs:

Functions

• Cross-reference highlighting: When a tour or an order is selected, the associated rows in the other tables are highlighted.
• Map display: The selected shipments are shown on the map.
• Reset delivery points: With the Reset delivery points action, the deliveries assigned to a selection can be removed again.

This panel also serves as the source for merging demands with shipments (see section 6).

10. Map View

The interactive map shows shipments, offer shipments and vehicles in real time. When tours, orders or demands are selected, the associated shipments are automatically displayed on the map.

Available Settings

• Show all vehicles: shows or hides all vehicles.
• Traffic layer: shows the current traffic situation.
• Map style: switches between different map representations.
• Vehicle label: defines which information is shown on the vehicle (e.g. the driver's name).
• Show map data: controls the display of additional data points.

The vehicle positions are updated automatically in real time. When the lower panel is expanded or collapsed, the displayed map section adjusts automatically.

11. Customizable Layout and Saved Settings

The page is divided into a table area and a map area, which can be individually resized via a movable divider.

• Expand/collapse the lower panel: The lower table area can be expanded and collapsed via its title. The arrow indicates the current state in each case.
• Saved settings: The most recently active tab as well as the expanded/collapsed state are saved per user and are retained after logging out.

12. Summary: Available Actions