System Setup Quick Start Guide

Understanding Hitrak system settings

In addition to customer Organisations, the setup of other essential items and settings is required to get a Hitrak system up and running. Certain functions are supported directly in the Admin Portal, while others are managed by the Hitrak team. 

This article provides an overview of this additional setup, and a reference for what is configurable in the Admin Portal vs what requires assistance from Hitrak. Detailed articles on managing these items are linked in the corresponding sections.

In this article:

Vehicles and Drivers

Run Templates

Dispatch Regions

Consignment Tags

Hitrak Supported Setup

 

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Vehicles and Drivers

Before getting started with driver runs, vehicles and drivers must be configured in Hitrak.

Vehicles

Vehicles are managed in the Administration menu. Each vehicle must belong to an Organisation, and include at a minimum:

• A Fleet Number, as a unique identifier in Hitrak
• Make
• Model
• Registration
• Vehicle Type
• Weight and Volume Capacity

Drivers

Drivers are created as Users within an Organisation, in the same way as Admin Portal and Freightmaster users. Each driver receives unique login credentials to access the Driver App on their mobile device.

For full details on setting up users, and all app user roles available, see Managing Users and Understanding User Roles.

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Run Templates

Run templates help to streamline Dispatch operations, by matching consignments to run routes. A template defines the delivery area, start and end Freight hubs, and other optional default settings for a regular Driver run.

From the Hitrak Dispatch Board, Driver runs can be created using these templates, with the appropriate consignments automatically allocated.

Run templates are managed in the Admin Portal Delivery Runs menu. For full details on working with Run templates, see Managing Run Templates.

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Dispatch Regions

Dispatch Regions help businesses operating within multiple regions to organise consignments and run information into distinct Dispatch Groups. This allows Branch managers and dispatchers to focus on only the information relevant to them, when using the Dispatch Board, Delivery Runs, Run Templates and Consignment Search pages.

Users can create and edit Dispatch Groups directly in the Admin Portal, via the Administration menu Dispatch Regions page.

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The target number of days for delivery between regions must be provided to Hitrak, to enable consignment DIFOT calculations. Once in the system, the Region Delivery Times tab in the Dispatch Regions page provides a reference for these configured timeframes.

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Consignment Tags

Tags are a useful tool for categorising and visually identifying consignments which meet certain criteria. These are visible on consignment pages and lists, and can be used as a search filter in several pages across the system.

System Tags are configured by Hitrak, triggered by certain events and automatically applied by the system. 

Custom Tags can be set up and added to consignments manually, to support operational workflows. 

All tags have an optional setting to define whether they are visible to customers. Tags are  managed in the Administration menu->Tags page.

For full details on working with Tags, see System Setup->Tags.


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Hitrak Supported Settings

Configuration of the below items requires support from the Hitrak team. 

Get in touch with any questions or change requests.

 

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