Status and Tracking Status
Status And Tracking Status STATUS AND TRACKING STATUS This page is about the various status and tracking_status of the JSON response, which represents different milestones of the delivery/collection process. Flow of status Value Description info_recv New job created in Detrack. New job created in Detrack. Used when information reached courier for performing delivery. Goods yet […]
How To Enable The Automatic Heading To Location trigger For The Driver App
This article is regarding the automatic triggering of the Heading To Location for the subsequent job for the list of jobs in the Driver App (descending order) upon completion of the current job. To sort the jobs in the Driver App, refer to: How to Manually Sort Deliveries for Drivers How to Disable Auto-Sorting of […]
How To Use The Scanner App With An External Scanning Device
This tutorial is regarding the use of the Scanner App if you happen to be using an external scanning device. Use Of External Scanning Device Tap and focus on the Search box. Scan the barcode or QR code using your external scanning device. If the barcode / QR code is read successfully, a value will […]
How To Enable A Preview Of The Proof Of Deliveries (POD) Prior to Job Completion In Driver App
This article is regarding the enabling of a Preview of the photos / signatures in the Driver App prior to job completion. Steps Navigate to Settings > Delivery / Collection > POD. There are 3 options for this Driver Photo Preview. Field Description Optional There will be a Preview pop-up being displayed whenever there is […]
How To Use The Scanner App To Search Job
There are 2 ways to perform a search via the Scanner App. Entering the D.O No. into the Search text box Scanning of the barcode / QR code To perform an update of the jobs using the Scanner App, tap on Scan To Search Jobs from the main page. The Search page will appear. Search […]
How To Use The Scanner App To Mass Update The Job Status
There are 2 ways to perform an update via the Scanner App: Entering the D.O No. into the Search text box Scanning of the barcode / QR code To perform an update of the jobs using the Scanner App, tap on Scan To Mass Update Jobs from the main page. The Mass Update page will […]
How To Use The Scanner App To Mass Assign Jobs To Driver
There are 2 ways to assign the job to a driver via the Scanner App: Entering the D.O No. into the Search text box Scanning of the barcode / QR code To assign many jobs using the Scanner App, tap on Scan To Mass Assign Driver from the main page. The Mass Assign Driver page […]
How To Use The Scanner App To Update Job
There are 2 ways to perform an update via the Scanner App. Entering the D.O. No. into the Search text box Scanning of the barcode / QR code To perform an update of the jobs using the Scanner App, tap on Scan To Search Jobs from the main page. The Update page will appear. Select […]
Workflow 2: Pickup-Dropoff
This tutorial is regarding the use of special courier mode in Detrack, whereby there is both a Pickup and Delivery address in a job. This special courier mode can be enabled by Detrack technical team. This tutorial is for users who have the following workflow: Pickup (items from customer) > Delivery (items to customer) Navigate […]
Workflow 1: Pickup-Warehouse-Dropoff
This tutorial is regarding the use of special courier mode in Detrack, whereby there is both a Pickup and Delivery address in a job. This special courier mode can be enabled by Detrack technical team. This tutorial is for users who have the following workflow: Pickup (items from customer) > Return to Warehouse for sorting […]
How To Include POD Information In Your Photos
This article is regarding the inclusion of POD information to your photos being captured through the Driver App. Steps Navigate to Settings > Job. Click on the Options tab. Scroll down to the Options section to switch on the options. Click Save when done.
How To Enable/Disable Additional Fields For Collections
There are many fields within Detrack. This article will provide the steps to enable / disable some of the fields. Steps Click on Settings > Collection. 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. Note: fields enabled for import will […]
How To Manually Sort Collections 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 Allow Drivers To Use Photos From Photo Gallery For Collections
Steps Click on Settings > Collection. 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.
How To Make Note For Photo Mandatory For Collections
Steps In your admin dashboard, click on Settings > Collection. Under the POD tab, switch on Note for captured photo is required > click Save. Your drivers will now be required to capture a note for the photos before they can submit POD.
How To Make Signature Or Photo Mandatory For Collections
Steps In your admin dashboard, click on Settings > Collection. Under the POD tab, switch on Signature or Photo is required > click Save. Your drivers will now be required to capture receiver’s signature or photo before they can submit POD.
How To Make Photo Mandatory For Collections
Steps Click on Settings > Collection. Under the POD tab, switch on Photo is required for completed collection > click Save. Your drivers will now be required to capture signature before they can submit POD.
How To Make Sender’s Name Mandatory For Collections
Steps Click on Settings > Collection. 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 Collections
Steps Click on Settings > Collection. Under the POD tab, switch on Signature is required > click Save. Your drivers will now be required to capture signature before they can submit POD.
How To Export Collections To Excel
In your admin dashboard, click on Jobs > Collection. Select the required jobs. Click the Export button > Export. Click the Download button in the pop-up to download the file. If you wish to download collection jobs without item included, select Export to Excel instead.
How To Export Collections To CSV
In your admin dashboard, click on Jobs > Collection. Select the required jobs. Click the Export button > CSV. Click the Download button in the pop-up to download the file. If you wish to download collection jobs without items included, select Export to CSV without items instead. To view the PDF file, you may need […]
How To Export Collections To PDF
In your admin dashboard, click on Jobs > Collection. 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 Obtain Sample CSV / Excel For Import (Collection)
This tutorial is regarding the generation of a blank CSV / Excel template for importing into Detrack for job creation. Steps Navigate to Jobs > Collections > Click the Import Collections button. A pop-up will appear. Click on the CSV / Excel link to download the a sample file.
How To Customize Import / Export Headers For Collections
This article is regarding the customization of the headers / fields name in Detrack in tables and forms. Steps Go to Settings > Collection > 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 Collections
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 were […]
How To Add A Collection
This article will show the steps to create a delivery job via the job form. Steps Click on Jobs > Today’s Jobs. Select the date of the delivery. (Optional). Click the Add Collection button to reveal a job form. Enter the information. Click the Add Item button to add entries into the Item Details section. […]
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 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 were […]
How To Add A Delivery
This article will show the steps to create a delivery job via the job form. Steps Click on Jobs > Today’s Jobs. Select the date of the delivery. (Optional). 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. […]
How To Customize Non-Collection Reasons
Steps Click on Settings > Collection. Under the Reasons tab, you can customize your list of reasons for your driver to select for non-collections as well as item rejection for collections.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 Collections
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 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 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 Change Maximum Number Of Photos
By default, the maximum number of photos per job is 2 (for non-paying users). This article is regarding the change of maximum number of photos value. Steps Navigate to Settings > Job > POD. Select the number you want from the Max no. of photos field (Highest number: 10) > Save. Related Articles How To […]
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.
How To Prompt A Notification In The Driver App When The Driver Is Too Far Away From Address (Geofence)
This tutorial is regarding the enabling of a pop-up in the Driver App whenever your driver tries to perform a job submission at a location too far away from the address. Steps Navigate to Settings > Delivery / Collection > POD. Switch on Prompt when driver is too far away from address / location. Provide […]
How To Enforce A Verification Code Prior To Completing Or Failing A Job
This tutorial is regarding the request for a Verification Code in the Driver App prior to completion or failing a job in the event a signature is not being captured. Setting Up the Email / SMS Text Notifications Navigate to Settings > Notification > Notification > Notification Settings > Add / Edit your notification template. […]