How To Set Different Prefix For Auto Generated D.O. No. Using A Group
How To Set Different Prefix Using Groups To set different prefixes for auto-generated D.O. No. using Groups, go to the admin dashboard. Related article: How To Auto Generate Delivery Order No. Steps Go to Users > Groups. Select the Group you wish to open a pop-up. set a D.O. No. prefix. Click the D.O. No. […]
How To Set Different Logo On PODs, Shipping Labels And Tracking Widget
This tutorial is about the setting of various group logos for proof of delivery (POD), shipping labels, and tracking widget. Steps Click on Users. Click on Group tab and click on Add Group. Type the name of the group and click Save. Setting Up Of Various Logos Click on the Group entry to open a […]
How To Use The Group Feature To Restrict The Information Available To Each Sub-User
This tutorial is regarding the use of the Group feature to restrict the information that can be viewed by the various sub-user. To enable this feature, navigate to Settings > Job > Fields > Enable the Group > Save. Assuming that there are 5 sub-users and 3 groups. Sub-user Group Adam Apple Betty Banana Ortega […]
How To Add Vehicles To A Group
By tagging a vehicle to a group, you can allow sub-users placed in the Groups you created to view the live location of the tagged vehicles. By default, sub-users who only have access to a certain group/s but not your main account, will not be able to view the live location of your vehicles. You […]
How To Tag A Delivery To A Group
There are 3 ways to tag a delivery to a Group. By manual entry into the delivery form Through the Actions button By CSV / Excel import How To Assign A Job To A Group Go to Jobs > Deliveries / Collections > Click on the date of the delivery on the calendar. Under Deliveries […]
How To Create Groups For Users
You can add multiple groups and assign any person who can benefit from the data fed to the group. This feature is useful for 3rd party logistics (3PL) who would be performing deliveries for different customers, and that their respective data are not to be shared amongst them. For example: Assuming that you are serving […]
What Are The Types Of User Rights
You can add multiple users with varying rights on Detrack for your managers, sales support staff, customer service officers, packers or any person who can benefit from the data fed into Detrack. Below is a quick summary of the user types you can add and their rights: Owner Able to change Settings Able to add […]
How To Add Sub-Users
You can add multiple users with varying rights on Detrack for your managers, sales support staff, customer service officers, packers or any person who can benefit from the data fed into Detrack. Note: Once the sub-user has been added into Detrack, he / she will receive an invite email sent from Detrack with the URL […]
How To Use The Address Book / Contacts
Address book / Contacts allows you to store customer names, company names, addresses, emails, phone numbers, instructions, zone as well as the items and quantity that are usually delivered to your regular customers. This feature is useful for companies doing milk runs or delivering to fixed customers. To use the Address Book / Contacts, begin […]
How To Add / Edit / Remove A Contact
The Add Contact feature as a mini-database to store the details of your customers. Thereafter, when creating a delivery / collection job through the dashboard, the respective information can be retrieved for auto completion, when either the Name of the contact is entered into the Deliver To field or when Company Name is entered into […]
How To Create A Login For Your Client
Note: This process can only be performed by the Detrack Owner account. Creating a Login for your Client Steps Log in to your Detrack dashboard. Click on the Users tab and click on Add Users. Enter their Name, Email, Group (Optional) and Role. Set the Permissions and click Save. Creating a Group for each of […]
