Old Field | New Field |
Depot | Location |
Geographical Location | Geo Data |
Location | Google Place |
Asset/User GPS Location | Position |
The TrakIT Blog
The latest updates, news, tips & tricks for the most awesome Logistics Workflow Management System.
Thursday 22 August 2024
Depot, Geography & Location Terminology Updates
Thursday 15 August 2024
Connect TrakIT with Power BI, Tableau, Google Data Studio and other Dashboarding tools
With the recent update of TrakIT, you can now use your TrakIT installation as a real-time data source for Dashboarding software such as Power BI, Tableau, Google Data Studio and many more.
Configuring the Data Source
TrakIT does not allow direct connections to its database. However, TrakIT can expose any information via a web API endpoint that can be used to retrieve information from specifically designed query reports.
The API endpoint must be in the following syntax:
https://trakit.[yourcompany.com]/api/public/queryreport?APIKey=[YourKey]&RepID=[ReportID]&AsFile=true
Replace the highlighted parts above with the correct information. Please connect with the TrakIT Support team to obtain your API Key and Report ID. The "AsFile" parameter allows you to directly get the report in the designed format (xlsx, csv or txt). If set to false, the API responds with Json format data.
Please note that the above endpoint is accessible from the web to anyone who has the URL and hence must be kept strictly confidential.
Embedding the Dashboard in TrakIT
If the dashboard software you use has the capabilities for embedded dashboards, please let us know the embedded Url for your dashboard and we can include the dashboard in any internal dashboard page in TrakIT.
For any questions or concerns, please contact TrakIT Support.
Monday 22 July 2024
MS Teams, Google Space & Telegram Messaging
With the latest update, you can now send automated messages and notifications to MS Teams Channels, Google Spaces and Telegram Channels. These channels can be internal or external. For TrakIT to send messages to these channels, you need to create these channels first and obtain the webhook URLs or Chat IDs as necessary.
Once the webhook URLs have been obtained, go to Admin > Integrations > Messaging and create a new Message Channel. Once created, these channels will be available as a selection under "Send Message" when creating actions for Events or Data in workflows.
Here are the steps to do so:
MS-Teams
1) In the New Teams client, select Teams and navigate to the channel where you want to add an Incoming Webhook.
2) Select More options ••• on the right side of the channel name and select 'Manage Channel'
3) Click 'Edit' under Connectors
7) Copy and save the unique webhook URL present in the dialog. The URL maps to the channel and you can use it to send information to Teams.
Telegram
1) Create the channel or group where you want TrakIT to post messages.
2) Search for and add the bot @TrakIT_Telegram_bot to the channel or group
3) Go to the properties of the channel or group and note its ID (example: @trakitmessages)
4) Under Admin > Integrations > Messaging, add a new Telegram integration and set the Chat ID as obtained in step 3.
Please note that the TrakIT Telegram Bot does not respond to messages. It will only provide notifications.
For any questions or guidance, please connect with TrakIT Support.
Tuesday 2 July 2024
New HR Module
As TrakIT continues to evolve, incorporating more features and functions, we are excited to announce the addition of a new module that further establishes TrakIT as the premier one-stop solution for logistics workflow ERP systems.
In the coming weeks, we will introduce a comprehensive Human Resources (HR) module. This module will be accessible through a new "HR" menu option under the main menu. Designed to streamline the management of all personnel, the HR module will cater to employees, contractors, interns, and any other individuals working within your organization.
The initial rollout will include two key components:
- Employee Master Page: This page will serve as a central repository for all employee information, allowing you to efficiently manage and access personnel records.
- Attendance Module: This feature will enable you to log daily attendance for all employees, providing an easy-to-use interface for tracking and reporting attendance data.
We are eager to hear your feedback and constructive criticism as we continue to enhance TrakIT to better meet your needs. Your input is invaluable in helping us refine and improve our offerings.
As always, if you have any questions or concerns, please do not hesitate to reach out to TrakIT Support. We are here to assist you.
Friday 21 June 2024
Internal Posting
Many companies using TrakIT have internal and independent profit centres. Until now, there was no way to allocate income and expense accounts internally in TrakIT.
With the latest update, we have introduced a new page called "Internal Posting" under the Finance menu. Income and Expense accounts in jobs can now be allocated internally. Internal Posts function similarly to Invoices and Bills, except there are no external entities involved. Additionally, the net total of accounts allocated to the posting must be zero.
Here are some key points about how Internal Posts (IPosts) work:
- You can allocate Income and Expense accounts (not disbursements).
- You cannot allocate accounts that are already allocated to an invoice or bill.
- You cannot allocate accounts to bills or invoices if they are already allocated to an IPost.
- IPosts can be approved only when the sum of Income and Expense accounts is exactly zero.
- IPosts can be approved only if all allocated accounts are approved (or don't require approval).
- Accounts linked to IPosts can never have taxes.
- Sequence numbers for the IPost will be generated upon approval.
- Permissions for IPosts can be defined in the Role Management section by SysAdmins.
- Once synced to Finance systems, the FinRef field will be populated.
IPosts do not affect the profitability of a job, and they do not affect billing or invoicing.
For any questions, concerns, or guidance, please contact TrakIT Support.