Delivering Reports By FTP

Among the custom development we do for our clients, we have had a few cases where reports were needed to be delivered to a server using the File Transfer Protocol. These were implemented as customized development for those who required it.

With this latest update, you can now deliver reports (any format) to a specific FTP location by specifying the credentials for the location.

FTP is available only with Advanced Report Subscriptions. To setup FTP delivery for reports, select 'FTP' under the 'Delivery Mode' option.

When you select FTP, the options for FTP are displayed: FTP Server URL, FTP User/Password and FTP Options. Fill up these settings as required.

TrakIT will validate the FTP server when saving the subscription. If the FTP server is not available at the time of creating the subscription, just select the 'Bypass FTP Validation' checkbox to enable TrakIT to save the settings without checking if the FTP server exists.

The report is delivered in the format specified and as per the time schedule.

For any questions or clarifications, please contact TrakIT Support.

Introducing the Shipment View Window

TrakIT has been so far oriented towards work order operations. With the latest update, we've added a "Shipment Window" that displays the shipment header and all work orders within the shipment.

Individual work orders can be opened directly by clicking on the numbers. Multiple work orders can be selected and various operations can be performed on the selected work orders by clicking the 'Action' button.

The above window can be opened from the Operations page by clicking on the T/D number directly.

We will be adding more functionality to this page over the next few updates.

For any questions or concerns, please contact TrakIT Support.

Events and Data based on Shipment Types

With the new update of TrakIT, Shipment Types can be linked to Events or Data in a workflow. This means that you can customize the events and data in a work order based on the Shipment Type.

Events & data can be linked to one or more shipment types. Events or Data items that are not linked to any shipment type will always be included in a work order (provided there are not other conditions that prevent inclusion).

Below are the options that you get while selecting the Shipment Type:

In above example, the Chargeable Weight data field is linked to Airfreight. At the time of work order creation, if these shipment type selected is not Airfreight, then the field will not appear in the work order. You can check the 'Shipment Types' column in a workflow, as displayed below:

A user may change the shipment type selected for an active work order at any time - however, this may lead to some events being removed or added when the work order is reset, so it must be done very carefully.

For any further questions or clarifications, please contact TrakIT Support.

Workflow and other Updates

With this update of TrakIT, we have made some significant changes to enable future development or requested features. Here is a summary of  the changes.

Workflows

As previously notified, Corridors are now called Workflows. This was done to enable TrakIT to track non-shipment related Workflows or processes in an organisation that are not related to Shipments. This could mean just about any workflow - contract management,  employee on-boarding, crew sign-on/sign-off, audit processes, and many more.

In the near future, we will be introducing a new type of Workflow Type called 'Non-shipment' in addition to the Import, Export and Round Trip workflows. This workflow will have a significant number of header fields related to shipments removed from work orders. The  Event and Data for the workflow will remain the same.

Shipper/Receiver

Previously, TrakIT had just one field to store the "Shipper/Receiver" in the work order header in addition to the Contractual Customer. Now, due to demand, the Shipper and Receiver fields have been separated and both can be filled independently. Please note that your primary customer for the shipment is always the Contractual Customer.

All workflow logic (such as customized events) and shipment notifications are always sent to the Contractual Customer. The Shipper and Receiver  are available for export in reports and forms as well. For older work orders, both the Shipper and Receiver fields have been set to the same value as the previous "Shipper/Receiver" field.

HTML in Email

For Workflow Reports and Advanced Reports, if you select the subscription format as HTML, you will  have an option to include the HTML content directly in the email instead of as an attachment. To do this, simply select the option 'HTML in Email' when creating or modifying the subscription. Obviously, this option cannot be combined with the 'Zip Report' option.

Shipment Creation Graph on Dashboard

A new type of chart is available on the Dashboard - Shipments created each month. This chart is the same as the Work Order Creation chart, except that it counts Shipments instead of Work Order.


As always, please contact TrakIT Support for any questions or concerns.

Data Values : New search option

With the latest update of the TrakIT, we have added 'Data Values' search field on the filter panel. This replaces the Vessel and Voyage filters.

The Data Values filter searches any of the Data fields values in work order. Use comma to enter separate text of which any can match.You can enter maximum 5 words in the search box.

For example, the below filter will find all work orders that have "ABC" or "123" exactly in any Data field.

This search option is available on both the Operations page and Finance page filter panel. Once you enter any values in the search box, it will remember the values until you remove them from the box or clear all filters.

For any questions or concerns, please contact TrakIT Support.