Monthly release

# March 2026

Customer portal, setup wizard and the bulk trip planner

A rebuilt customer portal, a guided setup wizard, splitting orders into multimodal legs, online invoice payments, freight exchange and ferry booking connectors, and OpenMove that works offline.

Last change 31 March 2026

## New features

* NewCustomers & locations  
### New customer portal  
Your customers get a redesigned portal with an overview, their orders, quotes, invoices, public documents, live tracking and a form to request new orders. You decide per platform what the portal shows.

  * [Read the guide: Set up the customer portal →](/en/help/customer-portal)
  * [Read the guide: Use the customer portal →](/en/help/use-the-customer-portal)
* NewGeneral  
### Guided setup wizard and access requests  
New platforms are walked through company profile, fleet, administration, consignment and equipment types, data import and automations. People can also request access to an existing platform; admins approve or decline and the requester is notified by e-mail.

  * [Read the guide: Set up your platform with the setup wizard →](/en/help/platform-setup-wizard)
  * [Read the guide: Create an account or accept an invitation →](/en/help/create-an-account)
  * [Read the guide: Manage users →](/en/help/users)
* NewPlanning  
### Bulk trip planner and order splitting into legs  
Select many consignments, define legs with a destination and transport mode (for example pre-haul, ferry, last mile), split them into trips and assign vehicles, capacity contracts or bookings per leg in one go. A single transport order can also be split into legs with its own stops, carrier quote and pricing.

  * [Read the guide: Split consignments into legs with the bulk trip planner →](/en/help/bulk-trip-planner)
  * [Read the guide: Cancel, remove or split a trip →](/en/help/cancel-or-split-trip)
* NewFinance  
### Customers can pay invoices online  
Shared invoices now have a Pay now button so customers can pay through a connected payment provider, with the payment confirmed back on the invoice.

  * [Read the guide: Create, send and follow up invoices →](/en/help/invoices)
* NewMarketplace  
### Marketplace connects to external freight exchanges  
Publish loads to and fetch offers from Timocom, Trans.eu, Teleroute, DAT, Freightos and Sennder, and receive tenders from partners through an inbound API. New filters and sorting on bids and target prices, plus accept-and-plan in one step.

  * [Read the guide: Search the freight exchanges →](/en/help/search-freight-exchanges)
  * [Read the guide: The marketplace →](/en/help/marketplace-overview)
  * [Read the guide: Review and accept bids →](/en/help/review-and-accept-bids)
* NewTrips  
### Ferry bookings, container tracking and container reuse  
Send, update and cancel ferry bookings with DFDS, Stena Line, P&O Ferries and CLdN, with confirmations flowing back automatically. Track container shipments through SeaRates and manage container reuse requests through Avantida.

  * [Read the guide: Connect other systems with integrations →](/en/help/integrations)
  * [Read the guide: Set up a preset integration →](/en/help/set-up-preset-integration)
* NewAdministration  
### Activity log and version history  
Transport orders, trips, invoices and quotes get an Activity tab showing who did what and when, and you can browse an entity's earlier versions to see exactly what changed.
* NewIntegrations & automation  
### Test your integrations with saved test cases  
Store example input and expected output for an integration and run one or all tests to see pass or fail before changes go live. Failed webhook deliveries can now be retried.

  * [Read the guide: Test an integration →](/en/help/integration-tests)
  * [Read the guide: Monitor an integration →](/en/help/integration-logs)
* NewOpenMove driver app  
### OpenMove keeps working without a connection  
Trips, the dashboard, chat, notifications and questionnaires are cached on the device and synchronize when the connection returns. The app also got a dark theme and refreshed icons.

  * [Read the guide: Use OpenMove without a connection →](/en/help/openmove-offline-use)

## Improvements

* ImprovedPlanning  
### New optimizer engine and more routing engines  
Choose a new optimizer engine for automatic trip creation and calculate routes with OSRM, HERE or Google Maps besides PTV. The consignment optimizer also learned to relocate, swap, merge and split trips for better results.

  * [Read the guide: Create trips with the optimizer →](/en/help/optimizer)
  * [Read the guide: Configure planning and routing for the platform →](/en/help/platform-planning-and-routing-settings)
* ImprovedDocuments  
### Fillable document templates, new CMR and template PDFs  
Document templates support input fields, SVG images and richer styling, can be sent automatically by message automations and capacity contracts, and trips can be downloaded with your own template. The CMR and transport order PDFs were improved, with optional quote lines on the order PDF.

  * [Read the guide: Design a document template →](/en/help/document-designer)
  * [Read the guide: Print CMR documents →](/en/help/cmr-documents)
  * [Read the guide: Download a document from a template →](/en/help/download-document-from-template)
* ImprovedFinance  
### Ledger by category and expected-versus-actual variance  
The ledger groups revenue and cost by business, by pricing category or combined, and shows how actual figures compare to what was expected. Incoming invoices can be checked against an incoming quote or pricing element, and price matrices can be pasted straight from Excel.

  * [Read the guide: Trip costs and revenue →](/en/help/trip-costs-and-revenue)
  * [Read the guide: Incoming invoices and approvals →](/en/help/incoming-invoices-and-approvals)
  * [Read the guide: Set up price configurations →](/en/help/pricing)
* ImprovedTrips  
### Complete all actions at once and record start and end km  
Planners can complete all remaining actions of a trip in one step with a start and end time, and register the trip's start and end odometer readings. Trips with loading plans show a Stacking tab.

  * [Read the guide: Work with stops and actions →](/en/help/trip-actions-and-stops)
  * [Read the guide: Trip statuses: confirm, start and finish →](/en/help/trip-status-lifecycle)
* ImprovedAdministration  
### Better filters, dashboard widgets and chat filters  
New filters for trips, vehicles, consignments, capacity contracts and teams, a search builder for advanced queries, extra embeddable widgets, the option to hide dashboard elements, and chat filters for direct, group, vehicle and consignment chats.

  * [Read the guide: Filter, sort and arrange lists →](/en/help/filters-and-tables)
  * [Read the guide: Embed a widget on your website →](/en/help/widgets)
  * [Read the guide: Chat with colleagues and drivers →](/en/help/messages-and-chat)

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Canonical page: https://transportial.com/en/releases/2026-03
