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Setting Up DeliveryTrax
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Setting Up Invoices to Route to a Central Destination in DeliveryTrax
KB Article #8267 Supplier groups with multiple accounts and OEMs that share the same drivers can set up th...
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Creating a Route in DeliveryTrax
KB Article #7115 In order to add an invoice to a route, first create the route within Settings. Want to ...
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Editing Routes in DeliveryTrax
KB Article #7117 Routes can be edited at any time within Settings. They can also be disabled and enabled a...
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Creating Driver Profiles in DeliveryTrax
KB Article #7094 Drivers can be created and added to routes in DeliveryTrax. Want to learn more? Watch ou...
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Editing Your Drivers in DeliveryTrax
KB Article #7095 Driver information can be edited at any time within DeliveryTrax. Drivers can also be dis...
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Resetting a Driver's TraxDrive Password in DeliveryTrax
KB Article #7208 If a driver forgets their password, it can be reset in DeliveryTrax. To reset a passwor...
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Verifying Your DMS Connection in DeliveryTrax
KB Article #7204 Before setting up DeliveryTrax, make sure invoices are importing from your DMS. To veri...
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Adjusting General Settings in DeliveryTrax
KB Article #7121 General settings for DeliveryTrax are located in the General tab of Settings. To get ther...
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Setting Route Permissions in DeliveryTrax
KB Article #7118 Each user can be set up to view and/or ship various active routes. Permissions can be set...
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Creating Pullers in DeliveryTrax
KB Article #7119 Pullers can be created in DeliveryTrax. To create a puller: Click Settings from the l...
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Editing Pullers in DeliveryTrax
KB Article #7120 Puller information can be edited at any time within the settings. Pullers can also be dis...
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Managing Charge Codes in DeliveryTrax
KB Article #7142 Charge codes are created in the Charge Codes file in your DMS. These are the external cod...
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Managing Ship Vias in DeliveryTrax
KB Article #7140 Ship Vias are created in the Ship-Via file in your DMS. They can be attached to routes th...
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Setting Up a Warehouse Location in DeliveryTrax
KB Article #7122 Warehouses can be used throughout DeliveryTrax as a destination or a start/end point. T...
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Creating Invoice Prefix Filters in DeliveryTrax
KB Article #7139 Use invoice filters to hide invoice numbers beginning with certain prefixes. When needed,...