Detrack

Edited

In today's fast-paced business environment, efficient delivery management is crucial for ensuring customer satisfaction and operational success. Detrack, a third-party app designed for vehicle tracking and delivery management, offers a comprehensive solution to streamline your delivery processes. This guide will walk you through the steps to integrate Detrack with HirePOS, a powerful point of sale and hire software, to optimize your delivery operations.

Create a New Detrack Account

To get started, visit the Detrack website and click on the "Sign up" link to register for a new account. Once you have completed the sign-up process, you can sign in to your Detrack account via the website or directly at https://app.detrack.com.

Connect HirePOS to Detrack

To link HirePOS with Detrack, follow these steps:

  1. In the Detrack dashboard, navigate to Settings > Integrations > API Key.

  2. Copy the API Key provided.

  3. In HirePOS, go to Setup > Preferences > Accounting Integration & Other API's, select Detrack, and paste the API Key into the designated field.

  4. Click "Save Changes" to finalize the integration.

Setup Vehicles in Detrack

When exporting Delivery/Pickup jobs to Detrack, it is essential to set up vehicles and link them to corresponding drivers. Follow these steps:

  1. In the Detrack dashboard, go to the Vehicles menu and click on "Add Vehicle" to create a new vehicle entry.

  2. Enter the Detrack ID provided to drivers in the Detrack ID field.

  3. Ensure the Name / Vehicle No. in Detrack matches the Supplier/Driver reference in HirePOS.

  4. Select the Supplier field to use for the Detrack Vehicle Name/No. in HirePOS preferences.

  5. Complete the vehicle setup in Detrack and refer to their documentation for further details.

Driver/Vehicle Allocations

HirePOS allows you to assign deliveries, pickups, and services to specific drivers and vehicles for efficient scheduling. Here's how you can allocate drivers and vehicles:

Driver Allocations

  1. Create or edit a supplier in Setup > Suppliers, check the "Is Driver or Transport Company?" box, and save the record.

  2. In Sales/Hire > Delivery/Pickup Schedule, click on the Vehicle/Driver Allocations button to assign jobs to drivers.

Vehicle Allocations

  1. Create or edit a vehicle item in Setup > Items, mark it as a delivery vehicle, and save the record.

  2. In Sales/Hire > Delivery/Pickup Schedule, switch to 'Vehicles' mode to assign jobs to vehicles.

Export Jobs to Detrack

To export delivery/pickup jobs seamlessly to Detrack:

  1. In HirePOS, navigate to Sales/Hire > Delivery/Pickup Schedule.

  2. Review the jobs and click on the "Post to Detrack" button at the bottom of the page to push the jobs to Detrack.

By following these steps, you can effectively integrate Detrack with HirePOS to enhance your delivery management processes and ensure smooth operations.