Guides
From an empty organization to a Share Link or a Loading Report.
A Project holds one cargo list and one or more Load Plans. This is the path from an empty organization to a plan the warehouse can use.
Open Projects and create a Project. Add the customer, destination, and reference when you have them. A Project is one piece of work, not a folder.
You can also set the transport mode to Sea or Road, or leave it not set. The mode only decides which equipment a new Load Plan starts with: Sea preselects the 20 ft, 40 ft, and 40 ft high cube containers, Road preselects the EU curtain trailer and the megatrailer, and with no mode nothing is preselected. It is not a restriction. Any Load Plan can still use any equipment, for example a road pre-carriage beside the sea containers. Change the mode later in the Project details.
A Cargo Line is one entry on that cargo list: quantity, dimensions, weight, and loading rules. Type it in, pick a Library Item, or import a spreadsheet. The line is a snapshot. Later edits to the library do not change it.
To keep one customer's or one delivery's cargo together, give those Cargo Lines the same group. A group is a hard rule: all its pieces go into one Unit as one block, and no other cargo sits inside that block. Other cargo may stand beside or on top of it. If the whole group does not fit into one Unit, none of it is loaded, and it shows as Unloaded with the reason that its group does not fit. Loading priority still applies inside and between groups. Library Items carry no group; set it on the Cargo Line.
A Load Plan is one named way to carry that cargo. Choose the equipment you can actually use; the first Load Plan starts with the defaults of the Project's transport mode, and later ones start with the equipment of the most recently changed Load Plan. A Project can hold several Load Plans so you can compare them, for example three 40 ft containers against two 40 ft containers and one 20 ft.
Calculate places the cargo into Units. A Unit is one container, trailer, or van in that Load Plan. Cargo that does not fit stays visible as Unloaded. The Load Plan is still valid.
Look at each Unit. Lock a placement you want to keep, then Recalculate if the cargo list changes. Locked placements stay. Everything unlocked is solved again. Locking a stacked item also locks the items it stands on, so the stack stays together; unlocking an item also unlocks the locked items on top of it. A group is locked and unlocked as a whole.
Create a Share Link so the warehouse can open the Load Plan without an account, or download the Loading Report. A Share Link is view-only: visitors see the warehouse checklist and can download the Loading Report, but cannot move placements, calculate, edit Cargo Lines, or open libraries. You can pause or revoke it.
Both show step-by-step loading for each Unit. Each step places pieces of one Cargo Line side by side at one depth, for example "Place 4 × Euro pallet", with the orientation, the position (from the front, from the left side, on the floor or on cargo already loaded), and a 3D image with the new pieces highlighted. The Loading Report prints the steps on their own pages; on the Share Link the warehouse checklist lists them so loaders can tick them off (ticks stay in their browser).
The order starts at the front wall and works toward the door, bottom to top, and loads cargo that is unloaded first last. Every step is checked against the saved Load Plan: each piece stands on the floor or fully on cargo already loaded, and can be pushed straight in from the door without passing cargo already loaded. The steps do not check door-frame or forklift clearances, load securing, or axle loads while loading; the axle loads of the finished load are checked when the equipment has an axle profile (see Axle loads). If manual edits leave a Unit with overlapping, unsupported, or interlocked pieces, the report and the checklist say so instead of showing steps; fix the arrangement and they come back. The placement list and the CSV manifest follow the same order and name each piece's step.
Not everyone needs the steps. In Share & export, clear Include step-by-step loading to leave the step pages, their images, and the loading step column out of the Loading Report and the CSV manifest; the report also builds faster. The choice is remembered in your browser. Each Share Link has its own Show step-by-step loading switch. Turned off, the share page shows neither the steps, step-by-step mode, nor the placement list, and the report and CSV visitors download leave out the step pages, their images, and the loading step column. The switch changes what visitors see, not what the link gives them: the report keeps its placement list, the report and CSV still list placements in loading order, and the shared plan data still holds the full result, so the loading order is not confidential. In the planner, Hide step-by-step loading hides the list in the Loading steps tab. A Unit without a feasible loading order still shows its warning in every case, because it is about the arrangement, not a step.
Start with one Project and one Load Plan. Add a second Load Plan only when the first one is clear.