How To Make Note For Photo Mandatory For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Note for captured photo is required, click Save and you are done. Your drivers will now be required to write a note for photo captured before they can submit POD.
How To Make Signature Or Photo Mandatory For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Signature or Photo required, click Save and you are done. Your drivers will now be required to capture signature or photo of goods before they can submit POD.
How To Make Photo Mandatory For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Photo is required for completed/failed delivery, click Save and you are done. Your drivers will now be required to capture photos of goods before they can submit POD.
How To Make Receiver’s Name Mandatory For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Name is required > click Save. Your drivers will now be required to capture receiver’s name before they can submit POD.
How To Make Signature Mandatory For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Signature is required > click Save. Your drivers will now be required to capture receiver’s name before they can submit POD.
How To Use Advanced Search For Deliveries
The Search Criteria form is an advanced search for you to filter and search for your collections. In your admin dashboard, click on the Jobs > Search Jobs option. The Search Criteria in collections allows you to search for collections using the following fields: Detrack Type Type D.O. No. Date Start Date Job Time Time […]
How To Export Deliveries To Excel
In your admin dashboard, click on Jobs > Deliveries. Steps Select the required jobs. Click the Export button > Excel. Click the Download button in the pop-up to download the file.
How To Export Deliveries To CSV
In your admin dashboard, click on Jobs > Deliveries. Steps Select the required jobs. Click the Export button > CSV. Click the Download button in the pop-up to download the file.
How To Export Deliveries To PDF
In your admin dashboard, click on Jobs > Deliveries. Select the required jobs. Click the Export button > PDF. Click the Download button in the pop-up to download the file. To view the PDF file, you may need to download and install Adobe Reader from https://www.adobe.com if you do not already have a PDF viewer.
How To Download Sample CSV / Excel For Import
This tutorial is regarding the generation of a blank CSV / Excel template for importing into Detrack for job creation. Steps Navigate to Jobs > Deliveries > Click the Import Deliveries button. A pop-up will appear. Click on the CSV / Excel link to download the a sample file.
How To Import Deliveries For Different Groups With Different Excel / CSV Templates
Setup Click Users > Groups. Select the group you wish to customize in order to match the header in Excel / CSV file. Select Import Settings tab and switch on Use Group Custom Settings to enable matching of headers. Select the Date Format of the Date column in your Excel file. Match the headers by […]
How To Customize Import / Export Headers For Deliveries
This article is regarding the customization of the headers / fields name in Detrack in tables and forms. Steps Go to Settings > Delivery > Fields > Provide the customized name for the related field. Scroll down to the bottom of the page and switch on Use customized headers in forms and tables. Click Save. […]
How To Import Deliveries
Steps Click on the Jobs tab. Click on the date on the calendar and then under the Deliveries tab. Click the Import Deliveries button to open a pop-up will appear. Select your file > Import. Notes: Import button will append the jobs from your CSV or Excel (.xlsx) file to the existing jobs. If there […]
How To Add A Delivery
This article will show the steps to create a delivery job via the job form. Steps Click on Jobs > Deliveries. Select the date of the delivery. Click the Add Delivery button to reveal a job form. Enter the information. Click the Add Item button to add entries into the Item Details section. Click Save […]
How To Use Customized Headers In Forms And Tables
This article is for users to customize the field headers in Detrack for use in tables, forms and CSV / Excel imports / exports. Steps Go to Settings > Delivery > Fields > Provide the customized name for the related field. Scroll down to the bottom of the page and switch on Use customized headers […]
How To Enable/Disable Additional Fields For Deliveries
There are many fields within Detrack. This article will provide the steps to enable / disable some of the fields. Steps Click on Settings > Delivery. Under the Fields tab, check/uncheck the checkbox for the field/s that you wish to enable/disable under the Enable field (third column) > Save. DELIVERY-LEVEL Job Release Time Job Time […]
How To Manually Sort Deliveries For Drivers
Using our drag-and-drop to sort jobs feature, you can now easily re-order your deliveries and collections in a single list so that your drivers will see the exact order of jobs that you sorted out for them. Enabling Manual Job Sorting To enable manual job sorting, you must first disable Smart Sorting via Settings > […]
How To Capture A Signature For Specific Failed Delivery / Collection Reasons In The Driver App
This tutorial is about capturing a signature for specific failed delivery / collection reasons in the Driver App. Setting Up The Reasons Navigate to Settings > Delivery / Collection. Enter the Reasons in the Failed Delivery / Collection Reasons Requiring Signature > Save. How To Use Create a job and assign it to the Driver […]
How To Customize Non-Delivery Reasons
Steps Click on Settings > Delivery. Under the Reasons tab, you can customize your list of reasons for your driver to select for non-deliveries as well as item rejection for deliveries.In the Reasons section, you can add one or multiple (separate by a new line) reasons for your driver to select from when tapping on […]
How To Set A Default Push Notification URL For All Deliveries
Webhook PUSH notifications is a HTTP callback, i.e. this feature is for Detrack to POST a notification to the specified Webhook URL whenever there is a status update for the job. This feature is used in the integration process to send information to your downstream third-party applications / systems. Our PUSH notification will be posted […]
How To Allow Drivers To Use Photos From Photo Gallery For Deliveries
Steps Click on Settings > Delivery. Under the POD tab, switch on Allow drivers to select photo from photo gallery > click Save. Your drivers will now be allowed to use photos from their photo gallery to submit POD.
