Create a Shipment with Multiple Job Types

We would like to share an important update regarding the "Job Type" selection when creating a new job (shipment) in our upcoming release.

The current single-selection dropdown for "Job Type" will be replaced with multiple selection checkboxes. This enhancement will enable greater flexibility in defining and associating multiple job types with a single job, eliminating the need to combine multiple job types into one name and reducing logical duplicates. This change will give us better control over our "Job Type" naming conventions and usage. The Job Type selection will look as shown below:

Additionally, you will now be able to deselect Job Types from the "Workflow Definition > Services/Job Types" section if you no longer wish to use them for the workflow. Please note that deselecting a Job Type will not affect existing jobs, but it will restrict its use in any new jobs created for that workflow going forward.

As this is a major change, we will be taking care of all dependencies of the existing data. We will inform you once this is rolled out. While we endeavour to cover all use cases, if you notice any discrepancies or issues with the Job Type field, please let us know immediately.

For any questions or concerns, please contact TrakIT Support.

Transform Your Exported Reports into Insightful Pivot Views

 

In logistics and supply chain management, data is generated at every step — from shipment creation to delivery confirmation. The challenge is not collecting data, but making sense of it quickly. That’s where TrakIT’s export feature, combined with Excel’s Pivot Table capability, becomes a game-changer.

When you export a report from TrakIT, you receive a structured dataset, ready for in-depth analysis. By using custom-made, pre-designed Excel report templates having multi-dimensional Pivot Views, you can instantly turn that raw data into an interactive, visual summary that reveals trends, patterns, and opportunities. And when you need advanced, customised representations, our expert data modelling team can fulfil any of your multi-dimensional analysis requirements.

What is a Pivot View?

A Pivot View in Excel is more than just a summary table. It’s an interactive analytical dashboard that lets you:

• Slice your data by different dimensions (e.g., customer, route, month)
• Dice into specific details without writing a single formula
• Filter for quick scenario analysis
• Aggregate numbers instantly for high-level summaries

Think of it as the fastest way to turn a flat Excel export into a decision-making tool.

Why Pivot Tables are Perfect for Multi-Dimensional Logistics Analysis

In the logistics world, there’s rarely just one way to view performance. You may need to see the data:

• By Region → Service Type → Month to check seasonal demand
• By Customer → Route → Transit Time to identify bottlenecks
• By Depot → Shipment Type → Carrier to evaluate operational efficiency
• By Port Clerk → Shipment Allocated vs. Customs Released vs. Pending Release to measure clearance performance and identify process delays

With Pivot Tables, you can:

• Group & Summarise – For example, total shipments by region and month.
• Drill Down – Double-click to see the shipment details behind any summary figure.
• Filter Dynamically – Use slicers for quick “what-if” scenarios.
• Cross-Tabulate – Compare multiple dimensions side-by-side, such as cost vs transit time per route.

Why This Matters for TrakIT Users

Time is critical in logistics. The faster you can interpret data, the quicker you can act. With Pivot Views:

• Managers can track performance by multiple KPIs in one place.
• Operations Teams can identify recurring issues in specific lanes or carriers.
• Port Clerks can monitor and improve clearance efficiency by comparing shipments allocated, released by customs, and pending release status.
• Finance Teams can reconcile costs by customer or shipment type.

When your reporting needs go beyond standard exports, our expert data modelling team can design and deliver tailored multi-dimensional data views — or create pre-designed Excel templates — ensuring your analysis is fast, consistent, and perfectly aligned with your operational goals.

TrakIT gives you the data. Excel’s Pivot View turns it into actionable insights. With our custom-made pre-designed Excel templates and data modelling expertise, any of your multi-dimensional data representation needs — from operational insight to clearance tracking — can be delivered ready-to-use. 

The result? Faster insights, zero setup hassle, and decision-ready analytics that empower smarter, quicker decisions.

Connect with TrakIT Support now to set up your Pivot Table Templates.

Company-Based Service & Job Type Assignment

 A new feature has been introduced in TrakIT to allow services & job types to be assigned based on specific companies defined in the system.

With this update, services & job types can now be managed at the company level, enabling better control over which services & job types are available to which companies.

Key Details:

• All existing services & job types have been automatically enabled for all existing companies in the system to maintain continuity.
• Going forward, services & job types can be selectively enabled or disabled per company as needed.

Need Changes?

For any modifications to service or job type assignments, please contact TrakIT Support or your System Administrator.

Document Links in Query Reports

With the latest update of TrakIT, it is now possible to include hyperlinks in reports that allow users to download documents directly. The source of these documents can be work orders, finance documents, or any other relevant documents.

The document is rendered as a link that can be clicked on Excel or HTML reports. In CSV or text reports, the URL is included.

As an example, a report listing out all Invoices or Bills could also include a link for the Invoice or Bill document.

Please connect with TrakIT Support if you need to include document links in your report.

Changes to the Tax Layout

Based on user feedback, the layout of taxes on account line items has been changed. This applies to Invoices, Quotations and Bills.

Previously, an invoice would display taxes as a separate column for each applicable tax. For example, if there were 2 taxes applicable for different line items, these would be shown in two columns.

With the new layout, the tax columns have been re-organised, as shown below.

The Tax Name, Tax Amount and Total+Tax columns are not fixed to display the relevant content based on the tax type. If a line item has more than one tax, it will be shown as separate lines within the same column.

For any questions or concerns, please contact TrakIT Support.