Order & Job Creation

Eliminate paper and reduce admin with job creation and management. Manually enter jobs, use templates, or even import electronically straight from your customers.

Scheduling & Map Planning

Plan your jobs across your fleet of drivers with our load building and resource allocation tools & diary screen. Comes with our drag & drop map planner to make your job even easier.

Go Paperless

Overwhelmed by messy paperwork & errors? Want to have everything organised and in one place? With TrackTrans you can store your PODs, invoices and all those other large stacks of paper electronically. All changes are tracked providing transparency & accountability. Unmanned site? No problem, use the web POD portal to complete deliveries when no one is around.

Invoicing

Create invoices simply and instantly. No need to wait for drivers to return with paperwork. Link with your accounting package for full financial management.

Financial Management

Reduce your admin costs even further with automatic job pricing and invoice matching. Costing and payroll can be automated too - all this is integrated with Sage and Quickbooks to save time on your end.

Personnel Management

Keeping on top of your employees’ hours, holidays and pay can be a pain. TrackTrans tracks all of this for you, including compliance. Along with this, you get a holiday planner that ensures you know exactly which of your drivers is available on any given day.

Reporting

The TrackTrans reporting suite can produce both standard reports and custom reports to monitor all business KPI’s. You can keep track of virtually any aspect of your business, in real-time.

A Head in the Clouds

Always available, always ready - access TrackTrans Transport Management System anytime, anywhere without the big setup cost of other providers.

Subcontractor Management

Create easy to use templates including agreed costs, invoice verification, job details & profitability analysis. Allow access to third parties and subcontractors to access delivery details.

Asset Management

Store all your fleet maintenance details in one place, and get alerts to keep your fleet compliant.

Remote Support

Friendly and responsive customer support provided by our support team. Support levels are monitored and managed in Freshdesk to ensure we are providing the best service possible.

TMS Release Notes

Release Type

Name/Version

Date

Feature

Macrinus

29/08/19

New Features

  • Improvements to Unallocated Jobs Screen
    • Filter by customer option added
    • Improved performance and loading time
  • Significant visual improvements to Transport Map Planner
    • Routes are now visually shown via roads, complete with colour coding
    • Colour coded shadows for jobs and depots added allowing clearer overview when using multiple depots
    • Option added to enable job detail hover-over to only appear when a job is double clicked, improving clarity when planning many jobs
  • New optional Diary screen format which allows viewing of unallocated and pre-planned jobs by postcode
  • Added a new holiday type ‘Hub Inspector’ to the Holiday Planner
  • Transport date for inspection jobs now auto populates as one day after the inspection date
  • New POD note and app format option for waste management industry use
  • Additional options added to how inspector’s hours are confirmed
  • Added further options to the columns displayed on the Costing screen
  • Ability to add multiple jobs at a time to trunks on the Pre-Advice screen
  • Increased user friendliness of Countries screen
  • Added option to have a mandatory ‘print loading list’ popup appear once a load has been created
  • New option for loading list PDF formatting
  • Movement code for job cancellations added
  • Improved robustness of subcontractor email sending service
  • New draft plan available for export from the inspection map planning screen
  • Added abort details to CarPOD4 proof of delivery PDF

Bug Fixes

  • Fixed display issue with quantity types dropdown
  • Fixed issue with column mapping of excel imports on comms screen
  • Fixed issue with time sheet hours being updated
  • Fixed issue with the invoicing of aborted jobs and allowing them to be excluded
  • Fixed issue with job notification emails to subcontractors
  • Fixed issue with POD email subject lines’ company names
  • Fixed issue with installed items report when multiple parts installed
  • Fixed issue in the holiday planner when a driver re-joins a company
  • Fixed issue with inspector time sheet confirmation
  • Fixed issue with displaying columns on subcontractor accrual report

Feature

Caracalla

23/05/19

New Features

  • Integration with QuickBooks Online.
    • New integration with QuickBooks Online allows invoices to be created in TMS and then automatically transferred to the QuickBooks Online accounts system.
  • New credit note facility within Purchase invoices.
    • Close off contractor invoices and request credit notes.
    • Log when credit notes are received.
    • Match credit notes to original invoices.
  • Multiple improvements to Purchase Invoice screen.
    • New simplified interface with unnecessary columns removed.
    • Invoice / Credit, Currency and depot may now have a default value set.
    • Depot field replaced with dropdown list.
    • Invoice issued column added to voucher table.
    • Invoices may now be marked closed / complete.
  • Improvements to Transport Map Planner.
    • When showing multiple depots drivers & vehicles for each depot now appear by section on screen.
    • Extra details added to load pop up.
  • Improvements to email drag and drop.
    • When dragging from outlook attachments are now included.
    • Delete option added to emails pop up.
    • Movements added when emails are added / deleted.
  • Improved MoveX Integration.
    • Agreed cost in MoveX now transfers to TMS as estimated cost on manifest.
    • New logic to split manifests where MoveX finds not all vehicles driveable.
    • POC / POD date, time, name if job has not already been completed now transfers to TMS.
    • Manual costs no longer need to be added when exporting to MoveX.
  • Costing screen now allows additional cost columns to be added. Received costs may be added individual or shared equally across the manifest.
  • New SuperUser admin screen allows creation and management of TMS users.
  • Unallocated jobs buttons now configurable by customer.
  • Volume added as new optional column on unallocated jobs / add jobs pop up.
  • Visual improvements to TMS account disabled warning.
  • Send login details option added to asset details screen.
  • Reference search on pod screen now case insensitive.
  • New subcontractor notes column added to Allocated WIP Screen. Notes may be directly entered by subcontractors which are then visible within originator.
  • Improved detail for load screen movements.
  • Pageing and default date range options added to Holiday Planner.
  • Transport Schedule report re-designed for multi depot work.
  • New asset category diary filter allows assets to be assigned to specific groups and those groups filtered on the diary.
  • Hovering over TMS login name now shows which server user is currently logged into.
  • Job is in quarantine warning added to job search screen.
  • Improvements to movements when accepting quarantined jobs.
  • Improved movements when editing details on unallocated loads screen.
  • Movement creation button added for support operatives.
  • Request Ref and Cust Name columns now sortable on unallocated jobs and the add jobs pop up.
  • Transport planned and transport collected message integration with EMS.
  • Agency SMS initial cut off time updated to match second text.
  • Agency SMS text rephrased.
  • On agency map planner, drivers now appear with an asterisk if notes are present within personnel screen. Hovering over driver displays notes in popup.
  • Additional logging for email sending.
  • Fuel cost field added to custom reports.
  • Fuel cost added to CarPOD1 proof of delivery pdf.
  • Option added to working time report to include holiday / attendance records.
  • Site suffix option added to TTO report.
  • Planned to column added to traffic lights screen.
  • Make on traffic lights screen updated to check job description rather than quantity description.
  • Subcontractor admin screen now allows removal of all email addresses.
  • Improvement to memory management.

Bug Fixes

  • Fixed issue with manual inner edits and export.
  • Fixed an issue with empty co-ordinates on transport map planner.
  • Fixed issue with blank lines appearing on load screen after collection job type changes.
  • Fixed issue with master transport jobs getting removed from various manifest.
  • Fixed issue with error message when creating route template.
  • Fixed issue with ‘on screen details for job do not match those in database’ message appearing incorrectly on load screen.
  • Fixed issue with editing estimates on costing screen.
  • Fixed issue with edi job edit limitations being applied to manual jobs.
  • Fixed issue with extra message appearing when resetting password.

Feature

Septimius Severus

06/03/19

New Features

  • Integration with SAGE 50.
    • New integration with SAGE 50 allows invoices to be created in TMS and then automatically transferred to the SAGE 50 accounts system.
  • Improvements to Transport Map Planner.
    • Show driver start points on the map.
    • Show planned driver routes on map.
    • Allocated jobs now include a hover over showing what day they have been planned for.
  • New option to set a confirmed collection date for customers from unallocated jobs screen.
  • New option to set hub / end destination when planning from inspector map planner. Selection reflected on inspector resource report.
  • Updates to refresh timer on inspector map planner.
  • Subcontractor Accrual Report may now be filtered by depot.
  • Equipment list unit dropdown filtered to only show active units.
  • Improved refresh logic on personnel screen.
  • List of on hold jobs on diary screen is now depot specific.
  • Agency drivers now appear on map planner based on start locations rather than contact addresses.
  • Working time report filtered to only show driver and warehouse work rather than all attendance.
  • New option to set your default currency on currency admin screen.
  • New option to set your default VAT code on VAT code admin screen.
  • When adding new Purchase Invoices default currency and VAT code are now automatically selected.
  • Movement now created when re-ordering jobs on a load.
  • New report reprint option added to agency map planner.

Bug Fixes

  • Fixed display issue when adding jobs to a load.
  • Fixed issue with dynamically adding new epod driver options.
  • Fixed display issue when searching by references on job item split screen.
  • Fixed filter issue when clicking through from total value on customer comms screen.
  • Fixed pop up issue with total columns on traffic lights screen.
  • Fixed job ordering issue when adding grouped jobs to a load.
  • Multiple improvements to stop Gryffindor students stealing potion supplies.

Feature

Julianus

13/02/19

New Features

  • Multiple improvements for atatching emails to TMS jobs.
    • Thunderbird – drag emails directly into the ‘drag emails’ here section of the job screen.
    • Outlook – with the Outlook file drag plugin installed users may then drag emails directly into the ‘drag emails’ here section of the job screen.
    • Once added and the screen refreshed the Emails button highlights yellow to show emails have been attached.
  • Multiple improvements to automated email sending. Emails now come from a new dedicated email domain of tracktrans.info.
  • New option to create WMS Expected Receipt Notes at the point of planning rather than point of creation.
  • Load screen columns now configurable allowing re-arranging, auto hiding or disabling of columns.
  • New redirect mileage warning added for inspections.
  • New SMS reminder system based on configurable timings and job status. New ‘awaiting booking’ category added to customer comms.
  • New ‘On Hold’ report allows easy reporting of all on hold jobs within your database.
  • Individual orders may now be linked to directly through the ASP compliance screen.
  • ViaDepot jobs now highlighted on transport map planner pop up.
  • Equipment column added to transport map planner pop up.
  • Sending of driver login texts now stored in admin history.
  • Agency availability texts now use customer short name.
  • Inspector map planner updated to use start point addresses when sending agency jobs.
  • Improvements to turnover tracking xls report.
  • Admin option added for managing controlled addresses.
  • All customers option added to destination admin screen.
  • Diary on hold list now excludes cancelled jobs.
  • Multiple improvements to end of year confirmation screen.
  • Improvements to contact number conformity.

Bug Fixes

  • Fixed display issue with customer on pre-advice screen.
  • Fixed issue with setting hub / deliver on inspector map planner.
  • Fixed issue with GPS pop up on certain international addresses.
  • Fixed date issue on Agency Map Planner.
  • Fixed sorting issue on transport map planner pop up.
  • Fixed issue with PL (planned) status not being sent to originators in certain planning combinations.
  • Fixed issue with order jobs added in when pasting from unallocated jobs.
  • Fixed issue with user reports duplicating when member of multiple of groups.

Feature

Pertinax

16/01/19

New Features

  • New ASP compliance screen.
    • Shows project wide status and ASP performance.
    • Searchable by individual references.
    • Multi level drill down.
  • New features for working with customers using controlled address lists.
    • Configurable white list of addresses by customer.
    • Add / edit / acceptance job screens updated to only allow white list addresses.
    • Pricing updated to only allow readying of white list addresses if active for the customer.
  • Multiple Improvements to Inspector Map Planner.
    • See planned routes in different colours on the map planner.
    • Show inspector start points.
    • Double click on an inspector / route to edit inspection order.
    • Improve refresh logic.
    • Improved drag and drop scrolling on long lists.
    • Configurable defaults.
  • Multiple improvements to Transport Map Planner.
    • Filter plannable jobs by customer.
    • Group plan tickbox allows all jobs at the same location to be planned at the same time.
    • Improved refresh logic.
    • Configurable defaults.
  • Text based login added for TrackTrans App users.
    • Add drivers mobile number in personnel admin screen.
    • Click SMS login details to send driver a text with an auto login link for the phone app (note: driver must already have an epod account setup within TrackTrans).
  • Multiple jobs may now be added to a load at the same time by pasting a list of job numbers into the add section on the main load screen.
  • Jobs may now be added to a load by master reference from the main load screen.
  • New option to set, by customer which jobs are exportable to SWCs.
  • Jobs may now be added to pre-advice by master reference as well as job number.
  • New option to prevent lead contractors removing partially installed jobs which have been allocated to subcontractors.
  • Improved interface with MOVEX logistics platform.
  • Agency map planner screen now allows in screen editing and re-assigning of inspector regions.
  • Improved highlighting on agency map planner.
  • New Holiday end of year screen allows easy and large scale confirmation of next year allowances, carryover and available days.
  • New alert emails for holiday admins when employees request holiday.
  • When booking ½ day or ¼ day holidays time of day (am, pm, 1st qtr etc) may now be added.
  • Col / Del ref saving added to job templates.
  • Packing button now greyed out when items not available for packing.
  • Decom Inners screen now splits by depot.
  • Job search screen now defaults to all ‘status’ rather than customer default status.
  • Improved colouring for ViaDepot jobs on add jobs / unallocated jobs.
  • Improved logic for abort mail sending.
  • WIP comments now appear in movements.
  • Improved loading speed on Transport Pricing Details.
  • Interactive & pricing details screens updated to only allow single freight charge instance.
  • Pricing matrix admin screen updated to only show live addresses.
  • POD barcodes (scanned through the barcode option on pod screen) now appear on interactive pricing.
  • POD barcodes may now be deleted through the POD screen popup.
  • New User Reports screen allows the creation of custom TrackTrans jasper reports.
  • Date filter and branch column added to Gate Notifications screen.
  • Multiple improvements to Pallet Site Tracking screen.
  • Outbound Report updated to look at planned delivery date rather than date required at FSL.
  • Outbound report – pre-kitted tab updated to show jobs with no planned date or that are on hold.
  • Improvements to packing labels.
  • When adding new units from job edit screen, packaging tickbox now defaults to false.
  • Improvements to parts filtering on SWC call off screen.
  • Personnel epod accounts now editable through personnel admin.
  • Subcontractor epod accounts now editable through subcontractor admin.
  • New movement added for job creation.
  • Multiple improvements to defaults admin screen.
  • Addresses now auto capitalise when entered in destination admin screen.
  • Contact region dropdown added to contact details screen.
  • Improvements to admin history tracking.

Bug Fixes

  • Fixed issue with un-cancelled jobs not re-exporting to epod.
  • Fixed issue with mileage update within load screen on job edit.
  • Fixed display issue with VOR cars on inspector map planner.
  • Fixed connection issue on accept epod jobs screen.
  • Fixed issue with individual job rather than load notification being exported on edit load.
  • Fixed issue with description clearing when adding templates from load screen.
  • Fixed issue with old / new delivery address phrasing on job edit email.
  • Fixed issue with estimated cost editing on gate out manifests.
  • Fixed issue editing jobs where customer name has double spaces.
  • Fixed issue with finalize button refresh on packing pop up.
  • Fixed issue with inner editing on job templates.
  • Fixed issue with arranging blank lines on loadsheets.
  • Fixed selection issue for transport vehicle type, edi jobs screen on mobile devices.
  • Fixed display issue when doing multiple searches by customer short name.
  • Fixed issue with movements when editing addresses on accept screens.
  • Fixed display issue with column order on turnover tracking.
  • Unit now shows when copying jobs onto load screen.

Feature

Commodus

26/09/18

New Features

  • Pool car allocation option added to inspector map planner
    • Pool cars may be dragged and dropped onto inspectors
    • Pool cars may be made available / unavailable through the asset VOR process
    • Allocated pool car added to the inspector schedule xls and on screen hoverover
  • Car transport subcontractors may now be set to automatically receive xls loading lists, pdf loading lists or both
  • Setting an asset VOR (Vehicle Off Road) now
    • Removes any pre planned allocations for that vehicle from the map planners
    • Sends a mail to planning teams for any days the vehicle was pre planned for
  • New SWC call off screen
  • Changing TPT Mov status for planned jobs now sends a warning mail
  • New text message availability with colour coded responses on agency map planner.
  • Updating call scripts now adds a movement
  • Users may now reset forgotten password from the login screen
  • Colours and day brackets updated on the allocated WIP report
  • Find GPS button added to customer comms and destinations admin screen
  • Improvements to SWC communications screen
  • Appointment confirmation SMS messages may now be excluded (not sent) based on a configurable postcode list
  • Employee pay code field added to personnel screen
  • License check option added to personnel screen
  • History option to show previous changes added to working times screen
  • Service mileage warnings (as well as date warnings) added to asset management
  • New report for internal car checks
  • Job split screen may now be set to pallet only or item only depending on customer
  • Reassign button now settable by customer
  • Improvements to ORM field logic
  • New AIMS duplicate review screen allows matching and reg updates on jobs which have been rejected by AIMS due to duplication
  • Extras pop up on load screen now depot specific
  • Option added for collection / delivery damage pdf on job search and load screens
  • Improvements to history view on contacts
  • Assets may now be grouped into regions
  • Home screen, expiry overview tab may now be set view / hide by user
  • Updates to SMS identification when sending
  • Notes field now has default value when exporting to MoveX
  • Fuel type column added to hub planner pop up
  • Costing matrix admin screen updated to only show active units
  • MP code filtering updated to controlled list
  • Principal contractor > management contractor > SWC hierarchy admin screen added
  • New returns process added for non transport tracked returns
  • Car transport printable PODs updated with new fields

Bug Fixes

  • Fixed issue with editing logic on decom items screen
  • Fixed issues with additional spaces / empty targets when editing epod target on personnel screen
  • Fixed issue with new user groups on user admin screen
  • Fixed issue with editing TMS ID on user admin screen
  • Fixed issue with manually poding bulk jobs
  • Fixed issue with totals pop up on equipment on site report
  • Fixed issue with auto grouping on viadepot jobs
  • Fixed display issue related to multiple column highlighting on load screen
  • Fixed issue with TBC edits in job search screen
  • Fixed issue with following link to contact details
  • Fixed issue with customer filter on contract reports
  • Fixed issue with time updates on office confirmation screen
  • Fixed issue with reference lists not being in alphabetical order
  • Fixed display issue in regions admin screen
  • Fixed issue with ‘winch required’ flag when exporting work to MoveX
  • Fixed issue with new contacts being added in lower case
  • Fixed issue with editing estimated costs on gate in manifests

Feature

Marcus

20/06/18

New Features

  • New holiday request / authorization system
    • Drivers / office staff able to login and request holiday days
    • Drivers / office staff may be added to work groups with a configurable maximum number allowed leave at the same time.
    • Office confirmation / rejection system with optional text message confirmation
  • Fully configurable working week added to personnel admin screen
  • New auto transfer option added to transfer collecting responsibility for a job to another depot.
  • FSL tracker report redesigned with new formatting, styles and layout.
  • New depot access view added. Individual depots may now be configured to only see jobs that meet one or more of the following requirements.
    • Created in the Depot / Currently at the depot / Will be collected by the depot / Will be delivered by the depot.
  • Improvements to completed jobs in customer comms
    • Status filter now defaults to not confirmed
    • New flag added to call options to set which options are available for completed jobs
    • Screen updated to prevent editing of completed jobs
  • Once added call notes are now non editable on customer comms
  • Available POD action options (clean delivery, refused, cancel) may now be individually configured per database.
  • New transport schedule report added
  • Docs & Photos
    • GPS button added to show location a photo was taken
    • PDF button added to print photos and photo location in a single document
  • SWC / FSL stocks report updated
    • New CDC jobs filter added
    • Number of days in field added
    • ERF number added
    • Correction to manual dispatch date display
  • New Office / SWC communication and data management screen added
    • Allows direct CDC editing of MP code, Principal & management SWC
    • Configurable CDC comments list which can auto email SWC with notification of action required
    • Comments added against the part with option to apply to all parts.
    • SWC comments section to reply and answer questions.
  • Added configurable default option for hub / stage on manage stops
  • Confirmed by, Inspector and original request date fields added to contract reports
  • New field added for flagging newly re-enabled users
  • Purchase invoice screen updated to significantly improve loading speed
  • Purchase invoice screen filter logic updated
  • New superuser admin screen for managing passwords & active users
  • Depot column added to user admin screen
  • New epod / TMS user integration
  • New cancel logic added for transport leglets
    • Cancelling a master job will cancel all un-actioned leglets
    • Cancelling all leglets will cancel the master
  • Updated cancel authorisation option to also work with uncancelling
  • Inspector work & working time screens updated with new driver filtering logic.
  • New option to specify ‘drop off points’ which drivers may then use to create leglet on the phone app.
  • Improved checks for multi user invoicing
  • Load number added as secondary sort option for invoices
  • Load number now appears on invoices if vehicle details is ticked against the customer
  • New diary sort option added to view loads for the same day in load start date / time order rather than load number.
  • New diary view option to display loads by planned start date rather than job coll / dell date
  • Improvements to barcode scanning
  • New general purpose barcoded label added
  • New packing label with item details added
  • Quarantine jobs, duplicate master ref check updated to allow list of references to be excluded from check.
  • New option to use a single job number sequence across all depots.
  • TTO report – SO / DO searches updated to fuzzy search
  • Customer and MOT expiry added to list of non editable fields if limit edi job edit is set true.
  • Quarantine jobs screen updated to support edi job limit rule.
  • Blind stock scan updated to support OnWheels jobs
  • Leglet creation updated to not copy down originator group
  • POD screen GPS button now available for inspection jobs
  • Layout improvements to MoveX export screen
  • Rules added to prevent confirmation of an overpack without any scanned barcodes
  • UAT option added to prevent edit notifications for make / model / reg changes.
  • Improvements to contact TrackTrans error reporting
  • Improvements to report identification and memory management on servers.

Bug Fixes

  • Fixed issue with abort rebook flag not being sent to ePOD
  • Fixed vehicle header issue on edit load
  • Fixed cacheing issue on quarantine jobs – edit address pop up
  • Fixed issue with multiple line descriptions on outbound tab
  • Fixed issue with duplicated labels being produced
  • Fixed display issue with app info admin screen
  • Fixed bug with bottom right totals field not calculating on customer comms summary page.
  • Fixed issue with storing blank costs on job templates
  • Fixed issue with inspector not appearing in MCS report for inspect only jobs
  • Fixed issue with depot filtering on address pop up
  • Fixed issue with estimated costs not being exported when exporting pre planned loads

Feature

Lucius

21/02/18

New Features

  • New Photo and Doc cloud storage integration.
    • Allow drivers to take photos at collection / delivery and then view them against the job in TMS.
    • Upload surveys, proof of deliveries and any related files to the job from Job Search screen.
  • Two factor authentication now available with google authenticator, text message or second level password.
  • Holiday Planner updated to allow block booking of holiday for multiple drivers.
  • New Transport Schedule report added to display planned loads within a date range.
  • New address search option added on EDI Job Accept and Quarantine Jobs.
  • Integration with MoveX vehicle logistics platform.
  • All, Installed only and Installed & In Stock options added to the TTO report.
  • Previously planned to subcontractor added to Hub planning screen.
  • Experian vehicle check updated to only re-check vehicles on reg change.
  • Customer Comms warning box added when trying to edit details for aborted jobs.
  • Traffic lights report updated to display MOT expiry details.
  • Logic added for invoicing master jobs and leglets.
  • New extended movements view added for 3rd party customer logins.
  • Holiday allowance field updated to allow decimal places.
  • Signature pop up display improved on POD screen.
  • Pre-advice screen updated to only allow trunking of in circulation jobs.
  • New option added to prevent originators manually completing jobs which have been sent to TMS using subcontractors.
  • Installed report updated to allow multiple SWCs to be selected.
  • Site overallocated report updated to allow resizing of parts box.
  • New admin screen for unallocated jobs.
  • New admin screen for app info.
  • New admin screen for quarantine jobs rules.
  • New admin screen added for extra requirements and charge types.

Bug Fixes

  • Fixed planning issue related to overpacked jobs.
  • Fixed issue with editing decommissioned jobs.
  • Fixed issue with Transport Map Planner always requiring estimated costs.
  • Fixed ‘all’ referencing problem with auto pricing matrix.
  • Fixed bug with unticking a contact as an address.
  • Fixed bug with clicking scroll bar on Accept EDI Jobs vehicle pop up.
  • Fixed display issue with right hand buttons on Job Search screen.
  • Fixed display issue with multiple MP code references on Unallocated Jobs.
  • Fixed display issue with Car POD pdfs with long addresses.

Feature

Antoninus

01/10/18

New Features

  • New auto grouping option for bulk loads.
    • Auto group collections and deliveries to allow a single signature at collection / delivery.
  • New auto ordering option for bulk loads.
    • Auto sort collection and delivery jobs for the same locations when adding / editing loads.
  • Accept EDI job screen.
    • Purchase order added as an editable field.
    • Detail pop up added for quantities.
  • Auto pricing matrix updated to support.
    • Service levels.
    • Jobs without vehicle status.
    • Additional pricing options for cancelled jobs.
  • Gate In event integration.
  • AIMS Expected delivery integration.
  • Order re-assignment feature added.
  • Multiple improvements to Inspector work + office confirmation screens including highlighting if total hours > 10 and working time hours update on office screen confirmation.
  • Transport map planner now supports central planning for jobs at multiple depots & hub sites.
  • Map planners updated to support additional leave / sick types.
  • Customer comms updated to allow ‘unable to contact’ SMS messages to be sent from the screen.
  • Information warning added to customer comms when editing a job within a group.
  • All XLS reports now include date / time within file name.
  • When selecting grouped unallocated jobs you may now unselect individual jobs before adding to the load.
  • Subcontractor xls loading lists may now have customer or customer group in headings.
  • Request ref, MOT date, MP Code added to unallocated jobs.
  • New option to make estimated costs compulsory on manifests.
  • Addresses which are received with new contact name / number can now be auto added as separate addresses.
  • Non editable fields table updated with latest references and placeholder logic.
  • Multiple updates to truck POD pdf.
  • Company name may now be included in email subject when auto sending PODs.
  • POD screen updated to support phone app vehicle aborts.
  • Address shortname added to custom reports.
  • Date of vehicle registration added to vehicle details tab.
  • SWC compliance screen now support principal contractor login.
  • Contract compliance updated with separate counts for OnHold and UAC jobs.
  • New OnHold report added to contract reports.
  • Working time screen updated with optional Inspector / driver filter.
  • Working time xls report updated with separate date / time columns.
  • Usability max query lengths added to enquiry and customer comms screens

Bug Fixes

  • Fixed display issue with completed jobs re-appearing on add job pop up.
  • Fixed issue with bulk job fields on custom reports.
  • Fixed issue editing loads with a completed inspection.
  • Fixed search bug when adding addresses by postcode.
  • Fixed issue with failed experian check when adding manual jobs.
  • Fixed issue with manifest number not being populated on return xml.
  • Fixed issue with fuel cost not being included in balance calculation on purchase invoice screen.
  • Fixed display issue on SWC compliance for multiple contracted jobs.
  • Fixed date filter issue for cancelled jobs on uncharged jobs report.

Feature

Hadrian

02/11/17

New Features

  • New Interactive SMS appointment confirmation
    • Automatically send appointment texts to customers prior to collection
    • Customers can text back yes / no to accept / reject the appointment
    • Acceptance sets the order to in circulation and sends confirmation text
    • Rejecting flags order as please contact
    • SMS status column added to customer comms screen
  • PDA display layout may now be set against asset category not just customer.
    • If customer and asset category both have PDA display layout set asset category overrules customer.
  • Multiple improvements to ANPR Yard Check screen
    • Open and closed tabs added
    • TMS location shows current status in TMS
    • Issue column highlights any problems (Wrong hub, late delivery)
  • All XLS reports updated to XLSX
  • Colour key added to Diary screen
  • Vehicle transporter POD added
  • Vehicle transport PODs now send odometer and fuel readings to originator.
  • Vehicle transport POD abort now allows rebook yes / no selection.
  • Subcontractor loading lists now include load instructions
  • Edits to load ordering and costing now autosave on transport map planner.
  • Site overallocated & equipment on site reports are no longer case limited
  • Multiple improvements to inspector office confirmation to bring in line with inspector work screen.
  • SMS pick up text updated to fit into single message
  • Customer comms now supports commas in contact details
  • Col due and Quarantine issue now sortable on quarantine screen
  • Navigation updated on customer comms tabs
  • Custom reports updated to trim blank spaces
  • Job group added to custom reports
  • Download option added to customer comms summary tab
  • All XLS reports now replaced with XLSX
  • Updates to agency map planner for availability confirmation
  • Trunk pre-advise updated to exclude jobs with missing parts
  • New field added for recording initial collection date for a job
  • Personnel can now have individual roles marked inactive i.e. driver / extra men.
  • Rescheduled report added to contract reports.
  • New pallet installation & tracking screen added
  • POD filter on custom reports updated to include Inspect & Collect jobs
  • UAC problem pop up added to customer comms screen
  • UAC problem added to contract reports
  • Action date and TMS user columsn added to contract reports
  • Del status column added to MCS report

Bug Fixes

  • Fixed issue with TMS autoplan not calculating leg mileage
  • Fixed issue with map planners not loading if temporary tables empty
  • Fixed issue with customer name when exporting trunks
  • Fixed issue with max length not being set on inspector work screen
  • Fixed contact type filter issue with SMS pick up texts
  • Fixed selector issue on customer groups admin screen
  • Fixed issue with parts list box on Equipment on Site screen
  • Fixed issue with manage stops on transport only jobs
  • Fixed issue with saved reference headings on custom reports

Feature

Trajan

25/07/17

New Features

  • Multiple updates to Subcontractor xls sheet.
    • Full list of jobs now only sent on initial export.
    • Subsequent changes (addition, removal or aborting of jobs) sends an update spreadsheet with the relevant lines highlighted red or green.
    • Depot now appears on multiple lines.
    • Various improvements to formatting.
  • Multiple improvements to internal job edit warnings for planned jobs .
    • Emails updated to only send if col / del address, date, runner status or abort is updated.
    • Email subject now shows what aspect of the job has been updated and whether the job has been flagged as TPT mov.
    • Email body includes old and new values.
  • New Equipment by site screen added.
    • Enter a site name to view all parts installed or in field for one or more sites.
  • New voucher breakdown option added to Purchase Invoices.
    • Select a voucher and click ‘Breakdown’ to view all jobs the voucher has been applied to.
  • New Lead time report added to report day counts between inspecting, planning, hubbing and onsiting a job.
  • New Rollback button added for legletted jobs.
    • Admin level users may now ‘rollback’ a completed job on the POD screen thereby allowing the job to be replanned or modify POD details.
    • If a job has multiple legs the latest complete leg must be rolled back first before the leg above may be rolled back.
  • Manage stops pop up enhanced to show leg status, highlight complete / cancelled jobs, link to POD screen.
  • Automatic costing matrix added for own vehicle work based on job type and own vehicle / plater.
  • Deferred Costs report updated to include incomplete own vehicle work which has a cost associated.
  • Planned Transport only jobs can now have legs added without having to remove the job from the load.
  • Column added to WIP reports to show hub address if job is going via a hub.
  • Added flag to prevent non TPT mov flagged work being accidentally planned by transport department.
  • Non editable fields flag updated to support aborts and manual jobs.
  • New / Part exchange group logic added to Customer Comms screen.
  • New external customer edit rules added to Customer Comms screen
  • Inspector work screen updated to receive POD number, chase car, fuel and trade plate number from the App.
  • POD screen updated to not allow a CC name to be entered without a CC date and time.
  • Updates to unallocated jobs view for external customers.
  • Improvements to yard check TMS screen.
  • User admin screen updated with improved DB support.
  • Updated address for auto TMS warning emails.
  • Various improvements to memory efficiency.

Bug Fixes

  • Fixed bug with manually correcting GPS co-ordinates on destinations admin screen.
  • Fixed issue with master job / child job POD rights.
  • Fixed issue with SWC compliance screen referencing specific DB versions.
  • Fixed issue with adding notes to drivers with work hours recorded.
  • Fixed issue with manual POD’s in TMS setting parent leg complete when legs still outstanding.
  • Fixed issue with manage stops pop up showing aborted legs twice.
  • Fixed issue with address empty check on delivery jobs.
  • Fixed issue with N/A filter not properly limiting results.
  • Fixed customer selection refresh issue on contract compliance.

Feature

Nerva

15/06/17

New Features

  • New unallocated Work In Progress (WIP) screen added for vehicle transport customers.
  • New yard check screen to compare vehicles within your TMS to those scanned at a hub site.
  • New contract compliance screen added.
    • View statistics across multiple contracts for on time, nearing overdue and overdue movements based on SLA.
    • Vehicles categorised by their current status such as unverified, confirmed but not planned, planned, hubbed, on hold etc.
    • Drill downable menus to identify specific vehicles.
  • New timer limitation option on customer comms.
    • Logins may be set to only be able to edit 3, 4, 5 days before the due collection date.
  • Driver column moved on inspector work screen.
  • Penultimate OnWheels legs may now be deleted.
  • Additional leglets now automatically take the col / del date from the previous leglet.
  • Further improvements to load speed on cancelled jobs.
  • Updated options for auto sending customer invoices.
  • Del due option added to contract reports.
  • New / Part exchange field added to reports (if present).

Bug Fixes

  • Fixed issue with confirming trunks unloaded at the incorrect depot.
  • Fixed issue with adding holidays to a driver with open work hours.
  • Fixed issue with multiple aborts on a single job in customer comms.
  • Fixed issue with manage stops on customer login.
  • Fixed issue with menu access admin on nested menus.
  • Fixed issue with between times on load export.
  • Fixed issue with master jobs being plannable in certain situations.
  • Fixed issue with del address setting on inspections.
  • Multiple fixes to editing and alerts on customer comms screen.

Maintenance

Domitian

24/05/17

New Features

  • New vehicle POD pdf including tyre checks

Bug Fixes

  • Fixed issue with delivery name not appearing on add jobs pop up
  • Fixed issue with single customer view on compliance screen
  • Fixed issue with site ID not appearing on equipment list
  • Fixed issue with vehicle category not being populated on enquiry screen
  • Fixed issue with returning equipment balance jobs which have been split
  • Fixed refresh issue on contract report

Feature

Titus

17/05/17

New Features

  • New Job leglet feature introduced.
    • Clicking the manage stops button against an OnWheels or Inspect&Collect job now allows you to add multiple job legs for moving the job from initial collection to final delivery.
    • Legs can then be individually planned, costed and exported to drivers.
    • Status is returned to the ‘master’ job, once the last job leg is delivered the master job is completed and can be invoiced.
    • Unallocated jobs, load screen, transport pricing and custom reports updated to show job leglets.
  • New Map Planner for Inspections.
    • Inspection jobs visible on map.
    • Drag and Drop jobs from the map to your inspectors.
    • Allocate driver teams.
    • Integrated with personnel holiday planner.
    • Filter jobs by job type and priority.
    • Running total of planned / unplanned.
    • Search option to find an individual registration on the map.
    • On completion jobs automatically exported to inspector handsets and xls report created showing jobs and inspector / driver allocations.
  • New Inspector workbook screen added.
    • Allows inspectors to login at the end of the day and confirm jobs, status and other details entered on the phone app during the day.
    • Any mistakes can be corrected on screen and saved.
    • Finalise button closes the work book once all details have been checked.
  • New Inspector office confirmation screen added.
    • Once inspector finalises their workbook for the day the office can login and review the data before it is updated in TMS.
    • Any changes made by the inspector are highlighted red and hovering over them shows the originally entered information.
    • Manage stops, POD and Confirm buttons allows data to be corrected and completed within TMS.
  • New equipment overallocated on site report added.
    • Stock codes can now be flagged to have a maximum number which should be allowed installed on a single site.
    • Report then shows all sites with one or more overallocated parts colour coded and sortable.
    • Clicking an over allocated part or the site number brings up a details list of who the part has been sent to, when it was installed, serial number etc.
    • XLS option to download overallocated parts for a site which can then be emailed to relevant parties.
  • New Transport Movement job flag added.
    • Filters added to unallocated jobs, customer comms, contract reports, hub planning, WIP screen.
  • New Contract Reports screen added for call & vehicle collection customers.
    • Filter results by customer group, customer, actioned, created, due, completed.
    • Unable to Contact, Confirmed, Abort and MCS reports added.
  • New Work In Progress (WIP) screen added for inspect & collect customers.
    • Shows all allocated work which has not been completed.
    • Colour coded based on number of days left to move with totals by category.
    • Filterable by customer, allocated resource and number of days to move.
    • Download option to xls.
  • New Inspector Diary screen added.
    • Shows inspectors across the top with their driver team in the column below.
    • Filterable by inspector regions and date.
    • Colour coded status and links through to load screen.
  • New Agency Map planner added.
    • Inspector map screen updated to send details of how many inspectors require how many drivers to the agency company’s TMS.
    • Agency can then view inspector meet up point on a map and the allocate the number of agency drivers required.
  • New Costing Reports added
    • Subcontractor accrual costs shows all work which has been allocated to subcontractors, has been completed but an invoice has not yet been received from the subcontractor
      • Filterable by completed date and whether a cost is present
    • Subcontractor deferred costs shows all jobs where an invoice has been received and applied from the subcontractor but the job has not yet been completed.
  • New jobs per customer screen added to count the number of jobs done per customer within a date range
  • Various improvements to speed and functionality of customer comms screen.
    • New categories and status’ added to the calls & notes section.
    • Warning notifications added for date, GPS, islands postcode and duplicates.
    • Odometer recording added.
    • Total column added to summary screen.
    • Rescheduled and abort filters added.
    • Aborts in customer comms now also remove jobs from the temporary map planner tables if present.
    • Partially aborted jobs (where one leg is live and one aborted) now display in both live and aborted categories.
    • Logic added for originator fixed group. If set the group setting for a job may not be edited.
    • Any edits to a grouped (bulk) job also update the other jobs in the group.
    • Ability to edit transport date separately to inspection date added.
    • Option to search by reg added.
  • Various improvements to hub planner screen.
    • XLS download option added.
    • Ability to plan multiple hubs at the same time added.
    • Multiple improvements to speed and stability.
  • Various improvements to Transport Map Planner.
    • Filtering by collection, delivery and high priority added.
    • Total vs planned count added.
    • Unallocated jobs now always appear in front of allocated jobs.
    • Integrated with holiday planner, drivers who are on holiday do not appear on the map planner.
  • New Fuel column added to Costing screen.
  • Job leg mileage added to Costing screen if present.
  • Searching by job number / master added to costing screen.
  • Missing PODs report now available as an XLS.
  • Outstanding jobs report now available as an XLS.
  • GPS co-ordinates finder added to Quarantine screen.
    • Allows selection of GPS from map together with postcode and address searching.
  • Report menu options grouped into categories
  • Hub SLA added to subcontractor loading list and WebPOD
  • Destination admin screen now looks up GPS address if active
  • Car POD graphics updated to display new Car, Van and HGV options
  • New POD pdf option added to include tyre legality and water / oil levels.
  • Option added to dynamically configure non editable fields in job edit screen.
  • Option added when receiving jobs to keep originator master ref as current jobs master ref rather than taking the tms job number.
  • Option added when receiving jobs to automatically set originator’s load number as the jobs purchase order number.
  • Added logic to prevent master jobs (i.e. jobs with leglets) from being manually POD’d.
  • Manual POD screen updated to allow inspection jobs to be confirmed as inspected.
  • Added configurable option to not send subcontractor charging back to originators.
  • Added option to automatically send an xls loading list to a subcontractor’s email address when work is allocated and exported to them.
  • Added option to automatically send an xls loading list to a hub / depot when jobs have been allocated to collected from the hub / depot premises.
  • Text message confirmation messages updated to look at confirmation and on hold flags.
  • Inspect & Collect jobs may no longer be removed from loads.
  • Two level sort option added to unallocated jobs.
  • History function added to purchase invoice screen.
  • Edits to extra personnel on the load screen are now exported to epod.
  • Cancelling a load now removes any extra personnel added.
  • On purchase invoice screen account numbers may now be selected by double clicking them on account pop up.
  • Post office File (PAF) lookup removed for re-assign site option.
  • POD entry screen updated to better reflect site, final and trunk job types.
  • Job enquiry screen updated to speed up the loading of cancelled jobs.
  • Cancelling a job which is on a pre-advice now removes it from the pre-advice.
  • Added quarantine rule for jobs with spaces within master ref.
  • External customer and freight charge added as optional columns on unallocated jobs.
  • Mileage and Fuel recording added to manual POD screen for vehicle movement customers.
  • Decom items screen now works for manually created jobs as well as electronic ones.

Bug Fixes

  • Fixed issue with highlighting on customer comms.
  • Fixed issue with duplicate text messages being sent.
  • Fixed issue with adding addresses from Post Office File (PAF) with names over 30 characters.
  • Fixed issue with SWC compliance when displaying non numbered databases.
  • Fixed issue with editing quantities on transport pricing details screen.
  • Fixed display issue on pod entry screen.
  • Fixed display issue with working time where hours would show as 24hrs if start and stop was for the same minute.
  • Removed unnecessary message when planning work to a driver with work hours recorded.

Maintenance

Vespasian

06/12/16

Bug Fixes

  • Fixed issue with blank post codes when searching PAF file
  • Fixed issue with loading circle on trunk screen
  • Fixed issue with export customer on trunk screen
  • Fixed issue with connection handling when editing epod jobs
  • Fixed planning issue with hub planner screen

Feature

Vitellius

29/11/16

New Features

  • New Map planning screen.
    • Collections and deliveries viewable on map.
    • Drag and drop jobs from the map onto your drivers / subcontractors.
    • Interactive hover overs display greater details.
    • Overdue jobs highlighted.
    • Contact TrackTrans to enable the map planner on your database.
  • New auto pricing matrix added.
    • Automatically calculate prices based on from and to addresses.
  • New subcontractor costing matrix added.
    • Automatically calculate subcontractor costs based on mileage, vehicle status and the number of jobs allocated.
  • Post Office Postcode Address File (PAF) integrated with TMS.
    • When adding new addresses enter the postcode, click search then new to look up the postcode within the PAF file. Relevant address may then be selected from the dropdown.
  • Unallocated jobs screen and add jobs pop up (load screen) can now be custom configured to show, hide and order columns based on customer needs.
  • Default number of rows which appear on each page of the unallocated jobs / add jobs pop up can now be configured.
  • Improvements to SWC compliance report.
    • Re-assigned date added to pop ups.
    • When to display installed date updated.
  • Various improvements to the Customer Comms and booking screen.
    • Highlighting added to show when another user is viewing the record.
    • Confidential info, vehicle status, serial number and mileage added to screen.
    • Warnings added for electric cars.
    • Job grouping added.
    • Enhancements to call recording.
    • Customer group and other filters added to screen.
  • Text messages alerting customers of collection dates can now be auto sent / scheduled when confirming jobs through customer comms screen.
  • Booking totals screen added.
    • View by customer / customer group how many vehicles have been booked across a given date range.
    • Integrated with customer comms to allow drill down visibility.
  • Customer group functionality added.
    • Mark customers as members of particular customer groups and then report on them together.
  • Resource type flag added to subcontractors.
    • Flag specific subcontractors as using platers, trunks or a mixture of the two.
  • Added Do Not Drop flag.
    • Adding a ‘DND’ reference to a job now flags it as urgent and is highlighted as such on the job, load and enquiry screens.
  • Job leg mileage calculation (per job per load) added to TMS.
  • Improved password validation.
  • Inactive references no longer display on the reference dropdowns.
  • Added strip spaces option for reference types.
  • Option to export trunk loads as separate jobs added.
  • Support for per job trunk costing added.
  • MOT expiry date added to traffic lights report.
  • Load planned date added to custom reports.
  • Loading lists now show full address details.
  • SWC stock report changed to now report by individual SWC jobs rather than the parent.
  • Blind stock Scan screen is now depot specific.
  • TTO report upgraded to xlsx.
  • User option to hide or display database time for movements added.
  • New option to send email alerts when already planned jobs are edited.
  • Option added to automatically send out depot address as the delivery destination for via depot jobs.

Bug Fixes

  • Fixed bug with stock code suggestion on Decom Items screen.
  • Fixed bug related to job ordering.
  • Fixed bug with grouping on load screen.
  • Fixed bug with trunk carrier duplicating in the carrier dropdown.
  • Fixed issue related to connection handling on asset management screen.
  • Fixed issue with single jobs being pre-advised to multiple depots.

Feature

Otho

31/08/16

New Features

  • Improvements to SWC compliance report
    • Installed counts updated to show fully actioned jobs (excludes re-assigns)
    • Cancelled jobs now excluded
    • Colour scheme improved
    • Download button added
  • New TMS option added to return stock to WMS.
    • Stock which has gone from WMS to TMS can now be returned back to the warehouse through the ‘Return to WH’ button on unallocated jobs.
  • Stock location tracking added to TMS
    • If your project is flagged for stock location tracking then when accepting goods a new dropdown appears asking you to confirm the warehouse the goods will be stored in.
    • Additional warehouses can be added by emailing TrackTrans
    • Warehouse locations appear on the ‘SWC / FSL Stock’ and ‘SWC Stock’ reports
  • Decomm Equipment screen now available
    • Allows decom equipment to be added to decommissioned balance jobs based on a pre filled list
  • Each stage of the pre-advise / trunking process for returning kit to CDC now sends in progress status messages.
    • New pre-advised tab added to installed reports to show jobs which are in the process of being returned.
  • Multiple improvements to how inners are updated throughout TMS
  • Improvements to re-assign site option.
  • Load status added to custom reports screen

Bug Fixes

  • Fixed issue with own vehicle / subcontractor doubling in the carrier box.

Feature

Galba

26/07/16

New Features

  • New SWC Compliance report added
    • Central dashboard to monitor receipted / unreceipted stock, number of jobs planned, installed by App, installed manually, dwell time and returns.
  • Improvements to FSL Tracker.
    • Updates to reflect / report FSL – CDC returns.
    • Updates to better work with split jobs.
    • Closed report can now be run between a configurable data range.
  • Various improvement to Traffic Lights vehicle transport screen.
  • New Customer Communication screen added for call centre verification.
  • Optional service level added to load screen and FSL tracker.
  • Support for GPS lookup on job creation added.
  • Support for mileage calculation between collection point and delivery point added.
  • Vehicle lookup integration with Experian added.
  • Service type now an optional column on unallocated jobs.
  • Transport only column (on unallocated jobs) updated to show transport company name rather than epod account.
  • Support added for renaming job types.
  • Unknown option added to Decom Items screen (allows manual entry of part details).
  • SWC stock report updated, for SWC use to show all current stock at SWC.
  • Planned load date added to missing PODs report.
  • FSL / SWC stock report updated with a new layout and columns.

Bug Fixes

  • Fixed bug related to unplanning a job with multi leg prices.
  • Fixed issue related to SMS login.
  • Fixed issue related to bulk job PODs and current depot.
  • Fixed loading circle issue which could result in duplicate load creation.

Maintenance

Nero

07/06/16

New Features

  • Optional post code columns added to unallocated jobs screen.
  • Optional job description column added to unallocated jobs screen.
  • Multi leg pricing changes
    • Multiple customers may now be selected
    • Job number now a clickable link
    • Packing details added to onscreen reports
    • Bulk jobs now show cumulated prices and complete statuses from the stock jobs they are made up of.
  • Assets (such as vehicles) can now be set to multi depot availability.
  • New option added to send collection hub details when sending out deliveries

Bug Fixes

  • Fixed issue with uncancelling a job and restoring it to load sheet
  • Fixed issue related to job inner editing
  • Fixed issue related to trunks and the auto POD option.
  • Fixed issue with opening new tabs when in different depots

Feature

Claudius

24/05/16

New Features

  • TMS reporting access added for Principal Contractors.
  • TMS reporting access added for Management SWCs.
  • Improved integration between TrackTrans WMS and TMS systems.
  • Principal contractor and management SWC columns added to reports.
  • New Decomm inners screen added.
  • Received at SWC on installed reports now populated in SWCs as well as in originator.
  • FSL Closed report added to show jobs which have been dispatched from FSL in the last two months.
  • Multiple improvements to job leg pricing and bulk pricing screens and reports.
  • New naming convention added to reports.
  • Improvements to multi office ViaDepot jobs.
  • Extra men and ViaDepot details now exported to epod.
  • New ‘Decom inners required’ setting added.
  • When pre-advising Decom jobs site address now appears.
  • Collection depot and Delivery depot added to custom reports.
  • Job planned date filter added to unallocated jobs.
  • Planned details for subcontracted jobs now returned to originator.
  • POD button on job search screen now enabled for view only logins.
  • Job inners and job description can now be added to job templates.
  • Stage Timings Incl FSL report updated to better deal with manual dispatches as well as electronic dispatch.
  • eERF return trunks now send full ERF number rather than trunk number.
  • Warehouse reporting flag added to filter out WMS bulk jobs once dispatched to SWC.
  • New button on contact details screen no longer ticks customer by default.
  • Job cancelling now configurable by login.
  • Limited movements view now configurable by login.
  • Improvements to SWC selection on installed reports.

Bug Fixes

  • Fixed scanning issue related to Overpacked job returns.
  • Fixed issue related to 2300 status not being sent when adding jobs to an already dispatched manifest.
  • Fixed issue related to job split.
  • Fixed issue with holiday display for multi depot drivers.
  • Fixed issue with quantity editing on transport pricing details screen.
  • Fixed issue with customer supplied barcodes when packing.

Feature

Gaius

24/02/16

New Features

  • New FSL & SWC stock report added.
  • New FSL tracker report added for open FSL stock.
  • Missing column added to SWC stock report.
  • ‘Trunk from’ depot and ‘Trunk to’ depot added to custom reports.
  • MP code filtering implemented across multiple reports.
  • MP code column added to multiple reports.
  • SWC stock report now user filterable option.
  • TTO report now includes missing column, returns columns combined.
  • Site owner filters added to Installed Reports.
  • New Traffic Lights reports shows intercative totals of outstanding jobs by colelction point.
  • New TT User admin screen and two stage validation added.
  • New option for users to change passwords.
  • User accounts now auto disabled if not used for over 60 days.
  • Various security improvements.
  • New option to have email alerts when a job is manually created in TMS.
  • Validation improvements to holiday entry.
  • Split manifests (i.e. manifest starting with m) are now non-editable.
  • Date required at FSL now copied into split jobs.
  • Final / Site manifest jobs no longer copy barcodes from original.
  • Optional name field added to Dispatch button.
  • POD screen layouts updated to support new naming convention.
  • Improvements to address selection on Re-assign Site.
  • New Auto POD option allows jobs to be marked POD’d once planned onto a load.

Bug Fixes

  • Fixed bug related to the first cancel of a month.
  • Fixed issue related to missing jobs.
  • Fixed issue with removing blank lines form loads.
  • Fixed issue with export on load search screen.
  • Fixed issue with final loading scan for previously overpacked jobs.
  • Fixed filter issue with template job screen.
  • Fixed filter issue on working time report.
  • Fixe bug related to selecting first alphabetical unit on equipment list pop up.
  • Fixed bug related to planned jobs with site split.
  • Fixed issues in vehicle details tab.
  • Fixed bug with accept epod job screen.

Feature

Tiberius

15/12/15

New Features

  • Improvements to Outbound Report tab.
    • New ‘pre-kitted’ tab for picked equipment without a date required at FSL.
    • Closed tab now shows install date and links through to the pallet installation details if clicked.
    • Closed tab now shows one line per pick request.
    • All tabs updated to work with site deliveries as well as trunking.
    • ‘Problem resolved’ added as dropdown option.
    • Download option added.
  • Pallet equipment POD added to POD screen in TMS.
  • Marking a stock job as redeliver on the POD screen now removes the stock job from the engineer.
  • Improvements to installed Reports.
    • New all ‘SWC Stk’ button added. This will show all equipment with the SWC whether it’s live, Faulty, not required etc.
    • Previous SWC Stk button (which downloaded on screen results) renamed to ‘Item XLS’.
  • New equipment list / ERF form added.
    • Allows packing confirmation to inform how many pallets, cartons etc returns are packed into.
    • Shows SWC address, contact details and ERF number.
    • Flags stock as faulty, not required, other and shows reasons where present.
    • ‘Added By’ column displays the TMS user who added job to the return trunk.
    • MP Code, SO Ref, DO Ref, Manufacturer Site and serial number columns set to only appear if data present.
  • Various updates to Job Leg Pricing screen.
    • Updated to display split jobs.
    • Changes to POD display / pricing.
    • XLS download option added to report.
  • All balance jobs (not required, faulty etc) now keep original site address.
  • Problem code added as a column on pre-advise screen.
  • Install week added to Job Screen Outbound tab and custom reports.
  • Stock receipt date added to Custom Reports.
  • Inner count added to custom reports.
  • Changed movement code for manual trunk unload.
  • TTO site suggestions now filtered by customer.
  • Packing reset button added for authorised users.
  • Transport only jobs now sent with logistics pda display layout.

Bug Fixes

  • VUC (stock received at SWC) movements now send correct depot name when receipting.
  • Manual trunk unload at ‘RETURNS’ depot now automatically closes the job.
  • Fixed bug with limited job view on pre-advise screen.
  • Fixed display bug with error message when clicking away from pre-advise.
  • Fixed bug with yearend calculation on holiday planner.
  • Fixed issue with references on template jobs.
  • Fixed issue with VUC not being sent when manually confirming short delivered stock.

Feature

Augustus

02/11/15

New Features

  • When running single job loads you can now display the customer name in place of the vehicle on the Diary.
  • Subcontarctots can now be made available on a depot by depot basis.
  • New ‘Central Transport’ option allows jobs from multiple depots to be trunked and managed by a central Transport Department.
  • Bulk pricing options and report criteria added to Custom Reports.
  • Bulk trunk jobs changed from Delivery to OnWheels.
  • When creating bulk jobs (Final and Site manifests) job number is now displayed on screen.
  • Load scans can now be sent for trunks that have not been fully allocated.
  • Part Search on Installed Reports now filtered by internal project code.
  • SWC list on installed reports now filtered by internal project code.
  • Various improvements to barcode management when editing quantities.

Bug Fixes

  • Fixed issue with saving on Job Leg Pricing screen.
  • Fixed issue with loading circle on trunk screen.
  • Fixed issue with bulk job movements when PODing in TMS.
  • Fixed bug with setting usual vehicle to a hired vehicle asset.
  • Fixed bug with marking parts not required on TMS POD screen.

Feature

Elizabeth II

06/10/15

New Features

  • New suite of pricing screens to support multi stage deliveries and installations.
    • Job leg pricing – Filtered by customer, shows the individual order and then each of the legs it has been moved on (e.g. CDC – FSL, FSL – Site). Each leg can be priced and confirmed finished.
    • Report – The report button allows a printable report to be generated filtered by customer, planned collection date, planned delivery date and status e.g. unpriced, priced but not ready, completed. The format is the same as job leg pricing.
    • Bulk job pricing – This screen shows the bulk job (this being a single movement such as CDC – FSL) and lists each of the individual orders moved upon it. Each order can then be priced and marked complete for that leg.
  • Whenever bulk jobs are produced user is now prompted to select a chargeable customer for the job.
  • Setting added to limit final manifests, site manifests and trunks to jobs for the same customer.
  • Loading and Unloading scans are now sent to devices even if the load has been removed from the handset (requires latest App version).
  • FSL stage timing report added.
  • Added support for individual project return trunks.
  • Installed reports – clean delivery and partial delivery renamed.
  • Individual stock codes can now be flagged as requiring serial number scan on install.
  • MP code filtering added to Installed Reports, Job Search and Edit Load screens.
  • Site swap report updated to support trunks.
  • Collection / Delivery job count added to load and trunk screens.
  • Sales Order and Delivery Order reports added to Installed Reports > TTO.
  • Barcode details added to job export.
  • Group button added to Unallocated Jobs.
  • Car transport collection mileage and delivery mileage added to custom reports.
  • All reports moved to separate reporting servers.
  • POC and POD GPS co-ordinates can now be viewed on the POD screen (requires drivers using the TT App).

Bug Fixes

  • Fixed bug with auto emailing invoices.
  • Fixed bug with default POD selection on new customer creation.
  • Fixed bug with overpack label values not being sent if a second overpack for the same jobs had been started.
  • Fixed issue relate to faulty equipment on manual installation.
  • Fixed issue with limited customer views on pre-advise & trunk screens.
  • Fixed issue with ready box not refreshing on pricing details.
  • Fixed issue with null appearing in front of certain barcoded labels

Maintenance

George VI

28/07/15

New Features

  • New stage timings report allows pick date, dispatch from CDC, engineer scan in and final install to be monitored from a single report.
  • Improvements to the outbound report.
    • Pick by date added with colour warnings.
    • If a job is planned on a delivery and is not yet overdue date required at FSL is now highlighted green.
  • ZM400 label now includes package barcodes.
  • Job number now added as a reference on site manifest jobs.
  • POD layout added for site manifest jobs.
  • Job creator field added to custom reports.
  • Customer survey forms added to custom reports.
  • Manufacturer report updated to same layout as part search.
  • Various report enhancements to allow better visibility of multi depot stock.
  • Help url can now be set per user.
  • Scanner select pop up now filtered by depot.
  • Layout rules and PODs for third party jobs added.
  • Working time report can now be run across multiple depots.

Bug Fixes

  • Fixed bug with vehicle costing.
  • Fixed bug with removing the last job on pre-advise screen.
  • Fixed bug with creating new addresses on site manifest jobs.
  • Fixed issue with depot target account requirements for scanning.
  • Fixed an issue which involved the collection side of delivery stage via depot jobs appearing in the diary.
  • Fixed issue with user being logged out of TMS if trying to access a screen they don’t have permission to view.

Feature

Edward VIII

23/06/15

New Features

  • Overpacking
    • New option to overpack barcoded cartons, boxes etc across multiple jobs allowing them to be packed and scanned together.
    • Scan barcodes to be overpacked through ‘Overpack Scan’,
    • Confirm how they’re packed in ‘Overpack Confirm’ and create a single overpack label to attach to the pallet.
    • When planning or preadvising overpacked jobs selecting one will select all other jobs within the overpack.
    • Once unloaded at the FSL / Depot overpack is marked as complete and jobs can be planned out individually.
  • New Site Manifest options allows you to assign a job to the relevant engineering company while creating a transport job direct to site.
  • All bulk jobs (created through final manifest, site manifest or trunking) are now created as OnWheels rather than deliveries. Initial collection address defaults to that of the current depot.
  • New option to have bulk jobs created at Depots / FSLs automatically assigned to a central transport department.
  • New option to raise credit notes in ‘Purchase Invoice’ screen. Once a credit note is created, highlighting it in the list of invoices / credit notes will allow you to add file references and amounts.
  • Updates to Outbound Tab
    • Pick date added as a separate field
    • New option to specify whether job is ‘Pick & send’, ‘Pick, build & send’ or ‘Pick, Build, Test & send’.
  • Updates to Outbound Report
    • If a job is set to ‘Pick & Send’ or ‘Pick, Build & Send) the irrelevant sections are greyed out e.g. testing.
    • Added default sorting (required at FSL)
    • Added auto refresh (every 5 minutes)
  • Default status when creating jobs for customers can now be set in the customer admin screen.
  • All loading and unloading scans now use the scanner select pop up to allow for multiple warehouse devices.
  • Bulk jobs created by adding a trunk to a loadsheet now include total weight, cube and number of pieces from the trunk.
  • Added support forequimentinstallation2  on POD screen
  • Required at FSL column added to pre-advise screen.
  • Pre-advise pop up now sortable.
  • Description column added to ‘download excel’ invoice option
  • M Loads created by splitting jobs no longer displayed on unallocated loads.
  • Several improvements to second level password security
  • Pre-advised jobs must now be removed from pre-advise before being split
  • ‘Other’ added to unallocated jobs filter.
  • New POD layout added

Bug Fixes

  • Fixed bug with live job filter on unallocated jobs / add job pop up.
  • Fixed bug with customer filter on Outbound Report
  • Fixed bug with address name not appearing on address change movements.
  • Fixed bug which allowed EDI only customers to be chosen when editing a job
  • Fixed issue where if a planned collection was changed to an OnWheels for different customer the job could end up on two loads.
  • Fixed issue with displaying DNs when multiple added to a pick.
  • Fixed issue with splitting jobs that were previously on a trunk.
  • Fixed issue with re-assigning jobs to new addresses
  • Fixed issue with trunk add by job number on pop up

Maintenance

George V

09/04/15

New Features

  • New Outbound work tab allows picking, building and other warehouse activities to be directly recorded against a job.
  • New Outbound report screen shows a live, colour coded time line from pick to dispatch highlighting any issues or approaching deadlines.
  • Custom reports now allows you to report on serial numbers for stock codes.
  • Scanned decom labels now add barcode details to the original delivery job.
  • New design for item labels.
  • Site swap & Line detail xls reports improved for easier reporting.
  • Spares added as a category in unallocated jobs filter.

Bug Fixes

  • Fixed bug with rollback & linked delivery buttons being incorrectly greyed out on POD screen.
  • Fixed bug with not required filter on unallocated jobs.
  • Fixed bug with running multiple customer invoices.
  • Fixed issue with editing extra requirements.
  • Fixed issue with disabling POD fields for re-deliveries.
  • Fixed issue with FTP sending of delivery town on POD.
  • Fixed issue with current depot being reset on new tabs.
  • Fixed alignment issue on Costing screen.

Feature

Edward VII

18/03/15

New Features

Equipment Installation

  • TMS now includes a fully featured installation tracking process covering originating warehouses, subcontractors and engineers.
  • The various parts and pieces of equipment making up an order can now be recorded in the inners pop up including stock code, description, serial numbers and other references.
  • Packing process allows equipment to be consolidated into pallets, cartons etc and labels produced.
  • New Final Manifest option allows you to assign your order to the responsible engineer while giving the transport leg to a different company.
  • Receipt scan allows Engineers and secondary warehouses to scan incoming orders on their smartphones. These scans are then validated and any shortages dealt with on the ‘Blind Stock Scan’ screen.
  • ‘Job Item Split’ screen allows engineers & warehouses to split orders to allow installation by different teams.
  • New Equipment installation layout on the TrackTrans App allows engineers to confirm what items have been installed on site (either through scanning or selecting from the screen). Non installed items are confirmed with reason why and decommissioned stock can be scanned and associated with the order.
  • The new ‘Installed reports’ reporting suite gives full visibility on location, status and condition of all sent out equipment.

Barcode Tracking

  • End to end barcode scanning system now available in TMS.
  • For single depot operations pallet / carton labels can be scanned at depot, collection and delivery points.
  • Trunk loading / unloading scans available for multi depot users.
  • Runs on the TT app and is compatible with camera scanning, Bluetooth scanners or inbuilt scanners.

Scheduled networks

  • New timetabling options for integrated depot networks.
  • Set jobs for each depot to be auto planned and exported at a set time each day.
  • Set integrated depot routes for going between destinations (e.g. collected by Exeter, trunked to Birmingham, trunked to Glasgow, delivered from Glasgow).
  • Journey times screen gives a colour coded overview of overdue deliveries, timings of shipments and current status of jobs.

Outbound work order

  • New outbound work order tab allows the picking, building and testing of an order to be recorded in TMS.
  • Opportunity to add multiple activities against an order and finalise when each stage completed.
  • Outbound Report screen gives high level overview of what stage each orders at, when it’s due to leave and if there are any issues holding up completion.

Other

  • New options on Quantity line
    • ‘Dim’ button allows dimensions to be added against a quantity. Cube value is then auto calculated based on dimensions.
    •  New warning triangle allows individual quantity lines to be marked as hazardous. When clicked allows UN code and packing group to be recorded.
  • New options added for references. Reference types can now be flagged as unique (only 1 ref of this type allowed per job). Minimum length can also be specified and the reference can be flagged as required when creating jobs for certain customers.
  • Job master reference now exported to subcontractors as ‘Cust master’. This field now also appears in the unallocated jobs screen.
  • Inners pop up is automatically sorted by stock code upon opening.
  • Job Enquiry screen now allows users to search for jobs by serial number (inners pop up).
  • First line of the address now shows up in the address pop up.
  • Stock scan button allows per item (inner details) receipt scanning. When clicked a job is sent to the relevant handset to confirm / scan in each piece of equipment pertaining to that order.
  • Types of labels produced can now be set on a per user basis.
  • New label options added to TMS.
    • 4 to an A4 page with barcode
    • Zebra label with barcode
    • A5 label with barcode
    • Shipping label (barcoded zebra)
    • Labels can be set to auto print on job creation.
  • Add emails to jobs. New feature only available on firefox, drag emails from your email client into the ‘Drag emails here’ box on job screen. Email details will then be copied into the job and will be viewable by clicking the ‘E-mails’ button.
  • Service type now exported from TMS.
  • Option to set a default collection address against a user login. This address will be automatically selected when creating relevant jobs.
  • When displaying references master ref now always appears at the top.
  • From and To addresses on job screen now also search for address shortname (must be exact).
  • New option on job screen to produce item labels. This produces 1 label (containing del address, customer, job number, master) for each inner against the job.
  • New column ‘EQT’ (Equipment) in Unallocated Jobs screen & add jobs pop up. Hovering over it shows the list of inners for that job along with their serial numbers.
  • New option for incoming edi jobs to be greyed out until jobs or labels are scanned / confirmed received.
  • Unallocated jobs – Grp, Batch Ref, Source dpt and Cust Ref columns set to hide if no contents present.
  • Addresses can now be edited from EDI job accept screen.
  • Improvements to layout and general display of EDI Job accept.
  • Batch ref added to EDI job accept screen.
  • Drivers can now be set to multi depot allowing them to be assigned work in any active depot.
  • Reason dropdown added to costing notes pop up. Options can added through the ‘Costing Reason Codes’ admin screen under defaults.
  • New option to have a default start time for loads / manifests.
  • Planning a load for a driver who’s on holiday that day now brings up a warning message on the load screen.
  • Customer reference added to pre-advise screen.
  • Customer reference, problem reference and headings added to pre-advise pop up.
  • New equipment list option on edit trunk screen. Allows a part level report to be produced of all jobs on the trunk.
  • Equipment filter added to unallocated jobs screen and add jobs pop up.
  • Diary screen can be set to show the Master Reference of each job.
  • Diary screen defaults to show only drivers/vehicles who have jobs on the displayed days, but can be set to show all active drivers/vehicles whether they have jobs planned on the displayed days or not.
  • Filtering added to Diary so that external customers can only see their own jobs.
  • New table added to POD screen to display equipment associated with job. Equipment can be marked installed, not required, faulty, fit later or missing. Also displays parts that have been re-assigned or returned.
  • New optional setting to allow ‘POD Entry’ screen to work across all depots.
  • Improvements on transport pricing screen for slow connections.
  • Adding a charge to an excluded job now bring us a warning and unticks the exclude box.
  • Fixed issue on pricing screen with Internet Explorer 11.
  • Improved compatibility with older versions of Internet Explorer.
  • Uncharged reports – All uninvoiced report now filterable by customer.
  • Movement creation updated for interactive pricing and EDI job accept.
  • Download excel box added to reprint by invoice number tab.
  • Order of jobs on Invoice preview / Invoices can now be set in Customer admin screen.
  • Invoices for more than one customer can now be downloaded as spreadsheets, previously this was only available to single customer invoices.
  • Drivers with holiday booked in the Holiday Planner can be set to show on the Diary screen as grey on the days they have booked off.
  • New working week option for holiday planner, ‘Mon-Fri excl bank hols’
  • Improved warnings if holiday booked at same time as other activity.
  • All depots tickbox added to Customers pop up in destinations admin screen. If ticked then the address will be available in all depots rather than just the one it was created in.
  • New option on units admin screen to say whether ‘Packaging’ unit or not. Only packaging units are usable in the packing process (as discussed in equipment installation section).
  • Asset warning screen changed to only shows enabled assets.
  • New option in customer admin to set a maximum weight per job for that customer. Any jobs entered / edited with a higher weight will trigger a warning message.
  • New database option to disable inner editing.
  • Signature capture improved on TMS App.

Bug Fixes

  • Fixed limited view issue on load screen.
  • Fixed bug with movements not being added when exclude box ticked / unticked.
  • Fixed bug where customers set to ready without POD could not be readied if a POC had been received containing a problem.
  • Fixed bug with adding multiple charges on interactive pricing.
  • Fixed bug with ready box hoverover saying missing pod for ready without POD customers.
  • Fixed bug with yearend in holiday planner.
  • Fixed bug with load screen save/export button not greying out after click.
  • Fixed issue with PO sorting on interactive pricing.
  • Fixed issue with package Id search.
  • Fixed issue with boxes not auto scrolling to highlighted entry on Chrome.
  • Fixed issue with details not fully refreshing when logging between databases.
  • Fixed issues with simultaneous data editing on Job accept and interactive pricing screens.
  • Fixed issue with clicking asset link from home page.

Feature

Victoria

27/05/14

New Features

  • New barcode tracking add-on available.
    • From the job screen create labels for your consignments each with a unique barcode number.
    • Drivers with the TrackTrans mobile app drivers can then scan on / off each barcode at collection / delivery points.
    • Send unloading / loading scans to warehouse handset to confirm the progress of goods through your depot.
    • Barcode / consignment tracking will also working with trunking operations and customer supplied barcodes.
  • Various improvements to multi-depot operations including timetabled trunk plans, auto pre-advising and a new overview screen.
  • SMS now available as an added security level on login. When active users must confirm a security code sent to their phone before they can login.
  • New consolidate jobs screen available for customers using contact names + business units. Multiple jobs for the same contact name and business unit may be selected and then linked to a different job for billing purposes.
  • New Unloading list screen added allowing jobs to be ticked unloaded on return to your depot.
  • New option to auto email invoices to customers. Customer email address may be set in the customer admin screen while sending address is set as the ‘invoice email‘ address against the depot.
  • Various improvements to Interactive Pricing.
    • Column for extra charges added.
    • Freight and extra totals added to bottom of screen.
    • Mail tickbox added to allow queries to be emailed to customers.
    • Paper POD tickbox added to confirm when paper work received from driver.
    • Jobs with selfbill charges now appear in grey on freight column.
    • Jobs on an Invoice Preview are now excluded from the screen.
    • Individual jobs can now be added to invoice previews from this screen.
    • Improvements to date filtering.
    • Improvements to layout.
  • Mousing over ready tick box on pricing screens now lists what is required before the job may be readied.
  • Standard jobs may now be ticked as ‘exclude from invoice’. Jobs must have a price of 0 in order to be marked as exclude.
  • The charge type which appears on the Quickbooks invoice can now be set within TMS
  • New invoice rule added, invoice by S. If set then a contact name, business unit and purchase order are required before job can be readied. In addition when final invoices run separate invoices will be produced for each purchase order on the invoice preview.
  • Invoice by ‘o’ customers now have invoices sorted by purchase order.
  • Customer list on invoice preview now shows customers with uninvoiced jobs rather than all active customers.
  • Vehicle type added to invoice preview and invoice.
  • All purchase orders are now automatically capitalised in TMS
  • Job number and master ref now fixed columns on Costing screen.
  • Costing notes (on the costing screen) moved to separate buttons against each job.
  • POD barcode option on enquiry screen now shows barcodes from all loads not just the latest.
  • New weight warning option added to customers. If present user will be given a warning message if trying to create / edit a job with weight over the warning threshold.
  • Vehicle type now searchable on enquiry.
  • Purchase order search on enquiry now case insensitive.
  • New option available to not require master reference when adding references.
  • Signature name, date and time for OnWheels delivery notes moved to middle of signing section rather than left.
  • Reference lengths increased from 20 characters to 30.
  • Business unit reference type changed to a controlled list, editing available through a new business unit admin screen under defaults.
  • References (in reference admin screen) can now be ticked as unique. If reference type is unique then only one of those references can be added to a job.
  • New option to show all quantity units rather than linking units to specific customers.
  • Scanned on (loaded), scanned off (unloaded) and created date added to allowed list of movements for external customers to view.
  • Job templates now allow purchase orders to be stored.
  • SKU search option added to FSL visibility screen.
  • Separate collections report now available under reports.
  • Improvements to how movements are recorded.

Bug Fixes

  • Fixed bug with creating route templates.
  • Fixed bug with entering holidays over daylight savings clock change.
  • Fixed bug with vehicle type not being set on jobs from templates.
  • Fixed bug with job accept tickbox not appearing properly.
  • Fixed bug with pre-advice movements.
  • Fixed bug with on-hold jobs appearing on interactive pricing screen.
  • Fixed bug with creating Query jobs.
  • Fixed bug with loading circle on menu access screen.
  • Fixed issue with col depot movement being added incorrectly.
  • Fixed issue with setting financial year in depreciation table.
  • Fixed issue with unowned vehicles appearing in depreciation.
  • Fixed issue with ‘to’ filter on custom reports.
  • Fixed issue with multi depot cancelled load sheets.
  • Fixed issue with sorting on interactive pricing.
  • Fixed issue with particular work flow which could result in a removed job being exported.
  • Fixed issue with particular workflow which allowed non approved business units to be added.
  • Fixed issue with incorrect error message appearing when trying to remove POD’d jobs from  load / manifest.

Maintenance

William IV

24/02/14

New Features

  • Reworked look and feel for TMS, new tables, improved menus, better screen resizing.
  • New features for car transport customers.
    • New ‘Vehicle Details’ tab shows Experian car details together with driver inspection details.
    • New ‘Experian’ print POD type creates printable PODs with driver inspection details, car info from Experian together with signatures, address details and more.
    • Specific vehicle reg column added to TMS screens
  • New options for filtering TMS by vehicle types
    • By associating jobs with specific vehicle categories (e.g. 7.5 Tonne) you can now filter unallocated jobs, diary and other screens to only show jobs for your vehicles.
    • New implementation of pricing screen offers editable fields and filtering if using vehicle types.
  • New job accept screen gives the option of proof checking and accepting jobs before adding them to Unallocated Jobs.
  • Quantity units are now customer specific allowing different lists for different work. This is managed through the ‘Preferred Units’ option on the Customer screen.
    • Note: If initially you would like all units enabled please send an email to support@tracktrans.com and we’ll enable it.
  • Trunks may now be added to standard loads / manifests for instances where the trunk is just one part of a larger load.
    • To do so first pre-advice the jobs, add them onto a trunk and save without a driver or vehicle selected.
    • Now on the load you wish to add the trunk to click the green plus button. Click the ‘Trunks’ tab select the trunk(s) you wish to add to the load and save.
  • Loads may now be created from the diary screen by double clicking on the box (Driver / vehicle by Date) which you wish to create the load for. Note: This is only allowed if there is not already a load for that day.
  • New cut and paste method introduced between ‘Unallocated jobs’ and ‘load screen’
    • Highlight jobs you wish to plan on unallocated jobs screen and click the copy button. Now go to the load you wish to add them to and click the paste button to add the jobs to the load.
  • Turnover tracking screen re-designed to be clearer and easier to use.
    • Also  now limits customer lists based on user access level.
  • When setting jobs as ‘refused – new manual job’ new option now available called ‘multiple new jobs’ allowing multiple new jobs to be created.
  • New Bulk collection option on POD screen.
    • From a collection you can now click the ‘bulk collection’ button to create multiple delivery jobs linked to the selected collection.
    • Each job will have a reference linking them together.
    • Bulk collection addresses will appear highlighted on job planning screens.
    • Bulk collection jobs can then be grouped together on the pricing screen for invoicing.
  • Improvements to loading circle consistency on slow connections.
  • Various improvements to custom reports
    • Large selection of new fields added.
    • New options to create custom reports based on invoice or invoice preview numbers.
    • New option to filter by current depot rather than just entry depot.
  • New ‘Pallet ID’ option added for label printing.
  • Multiple enhancements for external customer logins – improvements for job creations, searching and filtering.
  • New option to limit users (internal or external) to only see selected customers.
  • New FSL visibility screen offers a stock overview for multiple FSLs.
  • Trunks now appear with a trailing (t) on missing PODs report.
  • Trunk loading lists now show trunk depot address and final address in brackets.
  • New option to search by job number on trunk unloading.
  • Jobs on a trunk load (but not on a final load) now count as unplanned on custom reports.
  • New options to trunk jobs back to originators.
  • Service level added to search results view.
  • Service level now sortable on transport pricing.
  • Purchase Order and Batch ref columns now hidden on transport pricing if there are no details to display.
  • Charging notes (added through pricing details screens) now appear on final invoices.
  • Address country now blanked out when first entering job search screen.
  • New Package ID option added to job search.
  • Added option to search for inactive addresses on job search.
  • Admin lists now refreshes when filtering by disabled / enabled entries.
  • You may now set default collection / delivery instructions for customers. This information will then appear in the instructions box for any jobs created for that customer.
  • Searching by invoice number added to purchase invoice screen.
  • Characters are now capitalised when logging purchase invoices.
  • Warning added to purchase invoice screen if entering an invoice date in the future.
  • Movements added to costing screen.
  • New options for separating depots when running multiple depot locations.
  • Service, Collection time and Delivery time added to job template screen.
  • Error message added if clicking ‘POD’ on load screen before saving the load.
  • Job numbers now appear as separate text on delivery notes.
  • Various improvements to list boxes and editing on asset management.
  • If a load has been dispatched the dispatch date / time now appears next to the button.
  • Improvements to the maintenance warning footer.
  • Improved compatibility with Internet Explorer 10 & 11.

Bug Fixes

  • Fixed issue with uploading asset certificates.
  • Fixed issue with session attributes not clearing.
  • Fixed issue with exporting CC message after problem collection.
  • Fixed issue with year end on holiday planner.
  • Fixed issue with estimated cost not being exported when exporting from load search screen.
  • Fixed issue with estimated costs not being exported if job order changed before export.
  • Fixed issue with extra lines appearing on load screen after job type change.
  • Fixed issue with character support in Chrome.
  • Fixed issue with cancelling jobs which already had P.Os.
  • Fixed issue where addresses without any customers associated to them would not appear in address pop ups.
  • Fixed issue with connection handling in asset details screen.
  • Fixed bug related to the sizing of the movements pop up with long data.
  • Fixed bug in diary related to displaying trunk jobs which have had their job type changed.
  • Fixed bug with job count on pre-advice screen.
  • Fixed bug with apostrophes doubling on costing notes.
  • Fixed bug on pricing screen for multi depot users.
  • Fixed bug where registration and driver were not always being populated in movements.
  • Fixed bug with trunk export limitation.
  • Fixed bug with re-deliver jobs.
  • Fixed bug with custom logos in menu bar.
  • Fixed bug with service level column heading not appearing in transport pricing
  • Fixed bug with print pod button not working with only CC status.
  • Fixed bug with costing notes field length.
  • Fixed bug with job not being confirmed collected when changing a collected OnWheels job to ViaDepot.

Feature

George IV

06/02/14

New Features

  • Reworked look and feel for TMS, new tables, improved menus, better screen resizing.
  • New features for car transport customers.
    • New ‘Vehicle Details’ tab shows Experian car details together with driver inspection details.
    • New ‘Experian’ print POD type creates printable PODs with driver inspection details, car info from Experian together with signatures, address details and more.
    • Specific vehicle reg column added to TMS screens
  • New options for filtering TMS by vehicle types
    • By associating jobs with specific vehicle categories (e.g. 7.5 Tonne) you can now filter unallocated jobs, diary and other screens to only show jobs for your vehicles.
    • New implementation of pricing screen offers editable fields and filtering if using vehicle types.
  • New job accept screen gives the option of proof checking and accepting jobs before adding them to Unallocated Jobs.
  • Quantity units are now customer specific allowing different lists for different work. This is managed through the ‘Preferred Units’ option on the Customer screen.
    • Note: If initially you would like all units enabled please send an email to support@tracktrans.com and we’ll enable it.
  • Turnover tracking screen re-designed to be clearer and easier to use.
  • When setting jobs as ‘refused – new manual job’ new option now available called ‘multiple new jobs’ allowing multiple new jobs to be created.
  • New Bulk collection option on POD screen.
    • From a collection you can now click the ‘bulk collection’ button to create multiple delivery jobs linked to the selected collection.
    • Each job will have a reference linking them together.
    • Bulk collection jobs can then be grouped together on the pricing screen for invoicing.
  • Improvements to loading circle consistency on slow connections.
  • Various improvements to custom reports
    • Large selection of new fields added.
    • New options to create custom reports based on invoice or invoice preview numbers.
    • New option to filter by current depot rather than just entry depot.
  • New ‘Pallet ID’ option added for label printing.
  • Multiple enhancements for external customer logins – improvements for job creations, searching and filtering.
  • New option to limit users (internal or external) to only see selected customers.
  • New FSL visibility screen offers a stock overview for multiple FSLs.
  • Trunks now appear with a trailing (t) on missing PODs report.
  • Trunk loading lists now show trunk depot address and final address in brackets.
  • New option to search by job number on trunk unloading.
  • Jobs on a trunk load (but not on a final load) now count as unplanned on custom reports.
  • New options to trunk jobs back to originators.
  • Service level added to search results view.
  • Service level now sortable on transport pricing.
  • Purchase Order and Batch ref columns now hidden on transport pricing if there are no details to display.
  • Address country now blanked out when first entering job search screen.
  • New Package ID option added to job search.
  • Admin lists now refreshes when filtering by disabled / enabled entries.
  • You may now set default collection / delivery instructions for customers. This information will then appear in the instructions box for any jobs created for that customer.
  • Characters are now capitalised when logging purchase invoices.
  • Movements added to costing screen.
  • New options for separating depots when running multiple depot locations.
  • Service, Collection time and Delivery time added to job template screen.
  • Error message added if clicking ‘POD’ on load screen before saving the load.
  • Job numbers now appear as separate text on delivery notes.
  • Various improvements to list boxes and editing on asset management.
  • If a load has been dispatched the dispatch date / time now appears next to the button.
  • Improvements to the maintenance warning footer.

Bug Fixes

  • Fixed issue with uploading asset certificates.
  • Fixed issue with session attributes not clearing.
  • Fixed issue with exporting CC message after problem collection.
  • Fixed issue with year end on holiday planner.
  • Fixed issue with estimated cost not being exported when exporting from load search screen.
  • Fixed issue with estimated costs not being exported if job order changed before export.
  • Fixed issue with extra lines appearing on load screen after job type change.
  • Fixed issue with character support in Chrome.
  • Fixed bug related to the sizing of the movements pop up with long data.
  • Fixed bug with job count on pre-advice screen.
  • Fixed bug on pricing screen for multi depot users.
  • Fixed bug where registration and driver were not always being populated in movements.
  • Fixed bug with trunk export limitation.
  • Fixed bug with re-deliver jobs.
  • Fixed bug with custom logos in menu bar.
  • Fixed bug with service level column heading not appearing in transport pricing
  • Fixed bug with print pod button not working with only CC status.
  • Fixed bug with costing notes field length.
  • Fixed bug with job not being confirmed collected when changing a collected OnWheels job to ViaDepot.

Feature

George II

04/09/13

New Features

  • POD rollback button added to POD screen. This allows you to uncomplete non EDI jobs (i.e. jobs which have been manually raised in your TMS)
    • Note: This button is only available to administrator level logins
  • New option to search for warehouse jobs through custom reports
  • Various Improvements to Purchase Invoice screen:
    • When a  voucher is raised a pop up now tells you the voucher no
    • Warning message for VAT amount improved
    • Entering an address as 05/08/13 now appears as 05/08/2013
    • Improvements to tab field ordering when flicking through fields
  • Jobs for non billable customers can now be put on an invoice preview and accepted in order to close the jobs off. Once a job for a non billable customer has been POD’d it may be put on an invoice preview by simply going to the invoice preview screen and creating a preview for that customer. Once accepted the preview will not appear on the New Invoice screen.
  • Actuals now directly editable in Costing screen
  • Various new invoice related fields added to Custom Reports
  • Left Yard and Return to Yard info added to Custom Reports
  • Custom Reports routine updated to use xlsx
  • QuickBooks invoicing routine updated to work with exclusive access.
  • Countries & Currency admin options added to defaults list
  • Log Ids screen added to manage outstanding Log Ids.
  • Invoice values added to New Invoice screen
  • Clicking ‘Dispatch’ on load screen now allows you to set the date / time that the load will be dispatched.
  • Edit load screen now accessible in ‘read only’ mode if logged in as an external customer or a user from a different depot.
  • Warning message added to alert users of future TMS updates / down time.
  • Improvements to editing job depots
  • Various pop up boxes enlarged to show more text
  • Job Notification screen now shows messages until they are manually deleted by the user. User may now also generate delivery notes directly from Job notifications screen.
  • On New / Edit load screen adding a job now takes you to the bottom of the job list for that load.
  • Cancelling jobs for Invoice by ‘O’ customers now adds a purchase order of CANC mm/yyyy
  • Pageing added to Pre-Advice screen

Bug Fixes

  • Fixed issue with Turnover Tracking screen
  • Fixed issue with connection handling on addresses
  • Fixed bug related to subcontractor vehicle box staying greyed out
  • Fixed bug with load # search on Costing screen
  • Fixed several bugs related to estimated costs
  • Fixed issue with totals not clearing from Costing screen
  • Fixed issue related to ViaDepot jobs on custom reports
  • Fixed issue with editing warehouse jobs on enquiry
  • Fixed bug related to estimated cost movements not always being created.
  • Fixed issue with strange blank lines sometimes appearing on load
  • Fixed issue with using back button from transport details screen.
  • Fixed issue with hyperlink when clicking ‘Billing Query’ from Enquiry screen.
  • Fixed bug with saving defaults on POD stats screen.

Maintenance

George I

31/07/13

New Features

  • Dispatch button added to load screen. Clicking dispatched confirms that the work has been dispatched to the driver / subcontractor and sends a 2300 message to SAlog.
  • New option of ‘Designated Handset’ added to driver list. Selecting designated handset allows you to export a load to a particular handset and then change the driver / vehicle at a later date.
  • Load search screen now allows filtering by load / manifest.
  • Collection depots may now be edited on enquiry screen.
  • Estimated costs may now be edited until a POD has been received. Any changes to the estimated cost will be exported to the subcontractor.
  • When creating a load from a route template the template name is now added to the name field on the load / manifest.

Bug Fixes                 

  • Fixed issue with searching on asset management.
  • Fixed issue with Job # not clearing when adding jobs to pre-advice.
  • Fixed issue with estimates not saving when adding jobs to an existing load / manifest .
  • Fixed bug with adding a job, adding an estimate and then adding a second job.
  • Fixed bug on reprint by invoice preview screen.
  • Fixed bug with editing trailers.
  • ‘Start date is after delivery date’ warning message has been disabled.

Feature

Anne

15/07/13

New Features
Admin

  • Address editing added to TMS
    • This allows you to manage your addresses, change which customers use them, add additional details, mark inactive etc.
    • Any ‘default instructions ‘added to addresses now appear in the ‘Instructions’ box on the job screen when the address is selected.
    • Any details added to the ‘additional info’ tab on the address will trigger a ‘site details’ sheet to be produced when a delivery note is printed.
  • Improvements to admin Screens
    • Sub menus added.
    • All changes to contacts, personnel, subcontractors, customers and assets are now recorded. Admin history is viewable by selecting a contact and clicking the new ‘History’ button.
    • Default vehicle option added to personnel screen. If a driver has a default vehicle then whenever the driver is selected on the new / edit load screens then the vehicle will defaultly be selected.
    • When creating contacts the contact is now automatically selected after creation.
  • New ‘Defaults’ admin screens added
    • Reference Types – Allows you to add / edit reference types
    • Service Levels – Allows you to add / edit service levels
    • Stock Codes – Allows you to add / edit stock codes, stock codes are used for recording ‘inners’ in quantity details.
    • Units – Allows you to add / edit quantity units
  • Agency ePOD now excluded from holiday planner

Pricing, Invoicing and Costing

  • Improvements to Uncharged Jobs reports
    • New option to include / exclude OnHold jobs
    • New report added ‘All Uninvoiced’. This will give you a list of all the uninvoiced jobs (regardless of planned, cancelled etc) within a date range.
    • Font, text size etc of reports standardised.
  • Improvements to Subcontractor Costs Screen
    • Allow voucher numbers to be removed.
    • Display all jobs on manifest (regardless of cancelled, re-deliver etc).
  • Costing Notes button added to load screen.
  • Added warning to Purchase Invoice screen if Invoice amount doesn’t match net amount + VAT code.
  • Added PO sorting to Transport Pricing screen.
  • In the case of OnWheels jobs pricing details screen now splits collection and delivery problem details between the relevant boxes.
  • POD button added to Pricing Details screen. This will take you to the POD screen for the selected job.
  • New option to download invoices as excel spreadsheets as well as the normal pdf options.
  • New ‘Invoice by’ rule added. To be readied jobs require a PO but different POs can appear on the same invoice.
  • Invoice screen layout improved

Other

  • Enhancements to Template Jobs
    • Template jobs can now be any job type and can include Quantity, reference and requirements details as well as a freight charge.
    • Added option to delete job templates
  • New Template Route option
    • Organise a series of template jobs into a template route. These routes can then be saved and regularly created with just a few clicks.
  • Unallocated trunk loads now appear in the unallocated loads screen.
  • Export option added for trunk load. Note that because this is a trunk no matter how many jobs are on the trunk 1 OnWheels job of ‘trunk load’ will be exported.
  • Improvements to trunk unloading Screen.
  • Missing POD’s report now shows both sides for OnWheels jobs. A C or D shows whether the date is for the collection or delivery.
  • Improvements to POD movements.
  • Print POD option now includes company logo. Also has the option of including a customer logo.
  • Improvements to limited customer logins
  • OnWheels jobs – problem highlighting in Diary improved
  • MOT / Service details may now be added by clicking on the ‘Due’ or ‘Done’ fields on the Home screen.
  • Improvements to Movements pop up.

Bug Fixes

  • Fixed error message when sorting Transport Pricing.
  • Fixed issue with raising query jobs if apostrophe present in instructions.
  • Fixed issue with pre-advicing jobs which didn’t have a master reference.
  • Fixed several issues with click handlers which caused ‘Contact TrackTrans’ messages on certain screens.
  • Fixed CSS issues where on certain screens fields wouldn’t be greyed out.
  • Fixed bug with ‘Del date’ showing wrong details on Customer Notifications screen.
  • Fixed issue with adding a job to a load and grouping before saving.

Feature

Mary II

09/04/13

New Features

  • Costing added to TMS
    • New ‘Estimated cost’ field on load sheets allow originators to export the expected cost of a job to their subcontractors.
    • Purchase Invoice screen allows companies to log subcontractor invoices, their amount, invoice no, Vat etc.
    • New ‘Subcontractor costing’ screen then allows originators to view exported manifests / loads, view estimates and apply logged subcontractor invoices against specific jobs.
    • ‘Subcontractor Costing’ also allows job charges for load sheets to be auto calculated based on a charge per kg and a base cost for the vehicle.
    • New charge type of ‘Tariff’ added to pricing. If originator sends out a job without an estimate, tariff is defaultly selected on the subcontractor’s pricing. ‘Tariff’ charge then appears in ‘Subcontractor estimate’ field in originator.
  • Trunking functionality has arrived in TMS.
    • The Pre-Advice and Pre-Advice overview screens allow you to pre-advise jobs for multiple departments and produce pdf’s and emails to inform them.
    • Trunk Edit screen allows you to create trunking loads and dispatch them to other departments. Allocated trunks then appear in the diary with a (t) after the load number.
    • With Trunk Unloading mark which jobs have arrived with the trunk and which will need to be resent.
  • ‘Agency ePOD’ driver added to TMS. Agency epod allows you to manually specify the driver and epod account for the specific load. This is useful in instances where you have a short term agency driver and don’t want to add them to your database.
  • When invoicing a TradeShift customer TMS now sends the following additional fields –  job description, references, pcs/weight/cube, col/del dates(s) and booking ref(s).
  • Load search screen now highlights jobs to show which have been exported, planned and cancelled.
  • ‘Add by Job #’ now adds all jobs in a group.
  • ‘Add by job #’ updated to check all jobs.
  • Various improvements to load editing.
  • Trailer now appears on loading lists.
  • Speed improvements for querying jobs on large databases.
  • Job collection and delivery depots now displayed on enquiry screen.
  • Size of ‘Movements’ pop up now adapts to screen.
  • Added check for changing collection to delivery.
  • Depot boxes on Admin pages now default to current depot.
  • TMS updated to work with multiple departments in the same branch.
  • Coll / Dell details added to ‘Customer Notifications’ screen.
  • Movements button added to ‘Pricing Details’.
  • On Invoices each job line now shows P.O details (if present).
  • Fuel surcharge now appears on a per job basis and is also displayed on Invoice Preview.
  • Invoice VAT calculation updated to match TradeShift.
  • Invoice routine updated to accept single quotes in names.
  • Uncharged Jobs report updated to flag ‘Query’ and ‘Warehouse’ jobs.
  • Other general improvements.

Bug Fixes

  • Fixed bug with menu access method.
  • Fixed issue related to trailers being removed when exporting from load search screen.
  • Fixed bug related to trailing spaces on POD screen.
  • Fixed issue with adding holidays over daylight savings on Holiday Planner.
  • Fixed issue where ‘Holiday Planner’ reports weren’t counting ½, ¼ days properly.
  • Fixed bug with between dates on loading lists.
  • Fixed refresh bug on ‘Asset Management’.
  • Fixed Issue with editing empty lines on POD screen.
  • Fixed bug with changing a users default depot.
  • Fixed bug with customer selection from templates.
  • Fixed issue with reference export for POD’d jobs.
  • Fixed bug with OnWheels display in Cancelled Load.
  • Fixed bug related to limited users and custom reports.
  • Fixed bug with readying warehouse jobs.
  • Fixed bug ‘delivery is before collection’ warning on new job screens.

Feature

James II

12/12/12

New Features

  • Depot Integration – TMS now supports multiple depot operations.
    • Jobs, Loads, Holiday Planner and other TMS screens now support more than one depot. If you would like additional depots added to your TMS please contact TrackTrans – support@tracktrans.com
    • The new ‘User’ and ‘Change current depot’ admin options allow you to change your current depot.
    • Depot number now appears at the start of load numbers (if running multiple depots).
    • Grouping Jobs
  • When exporting jobs to a subcontractor or driver you may now group together jobs which are to be collected or delivered at the same time.
    • Receiving – TMS – Jobs of the same group which are received by TMS will have the same value in the ‘group’ field on Unallocated Jobs. When planning if you select one job from a group the others will also automatically be selected.
    • Receiving – Drivers – If jobs are grouped and exported to drivers these jobs will appear as grouped on the driver’s handset. When they press ‘arrived’ on the first job all of the jobs in that group will be set to arrived.
  • Template Jobs
    • You may now store reusable templates which can be used for creating daily collection jobs. Create a template with the customer, address and instructions you wish to use and then create a new job each day from the template with just a couple of clicks. A collection date of today is defaultly added to the job.
  • Menu Access – The new ‘Menu Access’ screen allows you to fine tune which user groups are allowed to see which screens.
  • Holiday Planner – there have been a number of improvements to the holiday planner
    • Weekends now appear and are displayed in light green. Bank holidays appear in a darker green
    • On the ‘Personnel’ screen set your employees working week (currently either ‘monday – friday excluding bankholidays’ or ‘other’). When adding holiday if an employee is set to a monday – friday working week holiday will not be added for them over weekends.
    • Editing – by clicking on a day’s holiday, sick etc on the chart you may edit the comments, the type of activity or delete the entry altogether
    • You now have the option to enter activities as full day, half day or quarter day
    • Default activity colours changed and grouped (these may be personalised on request)
    • A full history of additions, edits and deletions is now recorded for all holiday related changes.
    • Today’s date is now represented by a grey line at the start of the day.
    • Number of holiday days remaining is now shown on the main holiday screen next to the drivers name (holiday entitlement is set on the Personnel screen).
    • End of year rollover / allowances process implemented.
    • Various other improvements to usability and performance.
  • MOT / Servicing / Road Tax – TMS now allows you to record details and set warnings for your MOT, Servicing and Road Tax.
    • Record Road tax amount, renewal period and expiry date
    • Record MOT / Service due and booked dates.
    • Record and confirm completed MOT’s and Services
    • White / yellow / red warning lines now appear on the home and asset management screens warning of upcoming services, MOT’s and Road Tax renewal.
    • VOR (asset management) allows you to mark assets as ‘Vehicle off road’ in cases where they are being serviced, MOT’d or otherwise unavailable. Asset’s set to VOR are not plannable for the selected dates in the load screen.
  • Tradeshift Integration for TMS and QuickBooks – Running an invoice in TMS can now automatically send that Invoice from your Tradeshift account to that of your customers. Note this requires you to be using TMS with QuickBooks.
  • Tab Names – rather than just saying ‘TrackTrans TMS’ in the browser tab, the name now reflects the screen you are currently on e.g. TMS – New Load.
  • Add jobs direct to load – If you know the job number you wish to add to a load you may now go to the load, enter the job number in the bottom box and hit enter to add the job. This saves having to go into the add job pop up.
  • Load screen facelift – The load screen has been rearranged to improve functionality and appearance.
  • Cancelled Jobs screen – cancelled jobs which have already been invoiced now appear greyed out on the cancelled jobs screen.
  • Cancelling jobs for KN Invoice by file no customers – now when cancelling jobs for customers using ‘TradeShift file number’ invoicing the cancelled job may be set to ‘exclude’ and ‘ready’ without adding a file number. Please note if you actually wish to charge the job (i.e. not exclude it) it will need a valid file reference.
  • Recording Mileage – The mileage fields in Asset Management now allow you to record current mileage against vehicles. Once the initial value is added the current mileage is automatically updated when driver’s finish their loads on handheld devices (return to yard).
  • Asset history added to the Asset Management screen. Every change / update to an asset is now stored and viewable
  • Depreciation – TMS can now work out fixed and reducing depreciations for your assets. Contact TrackTrans for more details.
  • Asset Parameter Links – The asset parameter link screen has been rewritten to make it more user friendly and intuitive.
  • Via Depot jobs loading list – You may now view the collection side of a delivered Via Depot job on the loading list.
  • The collection line of OnWheels jobs now turn pink in the load screen when they have been collected.
  • If jobs are electronically cancelled for an Invoice by P.O customer a P.O of Canc mm/yyyy is now automatically inserted into the job.
  • Export multiple loads – multiple unexported loads may now be exported at once through the ‘Load Search’ screen. Run a search which includes the loads you wish to export, tick the export tickbox and then click the export button.
  • Adding a ‘method of contact’ to a customer of ‘Tradeshift Inv by FileNo’ will stop the job from being readied until you receive / enter a valid KN file no as the master ref. If invoicing through TradeShift all jobs on the invoice require valid KN File references in order for the invoice to be accepted
  • Improvements to queries have allowed speed improvements for loading job lists and finding loads.
  • Couple of fields added and others re-arranged in Asset Management.
  • Added description to LY / RY movements.
  • Improved Invoice Preview when splitting jobs across multiple pages.
  • Added sorting to depot list boxes.
  • Changed VAT calculation method to match QuickBooks and TradeShift.
  • Added collection and delivery town to custom reports.
  • Added check on load screen for instances where another user has edited the job

Bug Fixes

  • Fixed an issue with POD screen not properly handling apostrophes.
  • Fixed issue with Pricing Details which involved users being stuck in loading circle.
  • Fixed bug with wrong movement name being added to jobs planned on subcontractors.
  • Fixed issue with displaying warehouse jobs in search results on job search screen.
  • Fixed issue with diary where jobs would occasionally appear on wrong days.
  • Fixed bug with KN file reference length (was previously set to 14 or 16 should have been 12 or 14).
  • Fixed issue with searching on contact screen.
  • Fixed bug with extra men warning message on Load screen.
  • Fixed issue when linking to query jobs.
  • Fixed bugs with reporting and holiday counts on Holiday Planner screen
  • Fixed bug with creating Assets
  • Fixed bug with grand total on Invoice preview screen showing 12 decimal places
  • Fixed an issue which allowed users to change CC’d ViaDepot jobs into deliveries
  • Charging reports updated to exclude non-billable customers
  • Fixed bug with listboxes doubling contents
  • Fixed bug related to validation checking when creating new jobs after refusal
  • Fixed issue with unit display after adding new unit on Enquiry
  • Fixed bug with changing contact types
  • Fixed issue in customer selection box

Feature

Charles II

18/09/12

New Features

  • Holiday Planner – there have been a number of improvements to the holiday planner
    • Weekends now appear and are displayed in light green. Bank holidays appear in a darker green
    • On the ‘Personnel’ screen set your employees working week (currently either ‘monday – friday excluding bankholidays’ or ‘other’). When adding holiday if an employee is set to a monday – friday working week holiday will not be added for them over weekends.
    • Editing – by clicking on a day’s holiday, sick etc on the chart you may edit the comments, the type of activity or delete the entry altogether
    • You now have the option to enter activities as full day, half day or quarter day
    • Default activity colours changed and grouped (these may be personalised on request)
    • Blocks of holiday, sickness etc are now grouped together on reports
  • Tradeshift Integration for TMS and QuickBooks – Running an invoice in TMS can now automatically send that Invoice from your Tradeshift account to that of your customers. Note this requires you to be using TMS with QuickBooks.
  • Depreciation – TMS can now work out fixed and reducing depreciations for your assets. Contact TrackTrans for more details.
  • Export multiple loads – multiple unexported loads may now be exported at once through the ‘Load Search’ screen. Run a search which includes the loads you wish to export, tick the export tickbox and then click the export button.
  • Adding a ‘method of contact’ to a customer of ‘Tradeshift Inv by FileNo’ will stop the job from being readied until you receive / enter a valid KN file no as the master ref. If invoicing through TradeShift all jobs on the invoice require valid KN File references in order for the invoice to be accepted
  • Cancelling jobs for Invoice by Purchase Order customers now adds a P.O of ‘CANC mm/yyyy’,  to allow easier invoicing.
  • Improved ordering on several list boxes

Bug Fixes

  • Fixed bugs with reporting and holiday counts on Holiday Planner screen
  • Fixed bug with creating Assets
  • Fixed bug with grand total on Invoice preview screen showing 12 decimal places
  • Fixed an issue which allowed users to change CC’d ViaDepot jobs into deliveries
  • Charging reports updated to exclude non-billable customers
  • Fixed bug with listboxes doubling contents
  • Fixed bug related to validation checking when creating new jobs after refusal
  • Fixed issue with unit display after adding new unit on Enquiry
  • Fixed bug with changing contact types
  • Fixed issue in customer selection box

Feature

Charles I

07/08/19

New Features

  • Holiday Planner – The new holiday planning screen (found under ‘Admin’) allows you to record and view when drivers are on Holiday, ill or otherwise unavailable.
    • Press the ‘Add’ button and specify a driver, leave type, and a date range to save the activity.
    • You have the option to print off hard copy confirmations (attestations) of holidays etc after each addition.
  • Asset Management – The new ‘Asset Management’ screen under Admin allows you to record detailed information about your vehicles and equipment.
    • Select a group, select a category and then select an individual asset from the list on the left to record details such as serial numbers, MOT’s, capacity and more.
    • Use the ‘Asset Parameter Links’ screen under Admin to choose exactly which fields you want to record against each category.
  • Customers – The ‘Invoiceable contact’ and ‘Customer’ screens (under Admin) have been combined into one screen called ‘Customer’.
    • Inactive customers – You now have the ability to mark old or unused customers as ‘inactive’. Inactive customers will not appear on the customer lists for new jobs, pricing etc. They are selectable for searching on the enquiry screen but will appear in grey.
  • Cancelled Jobs
    • Cancel reason – when you cancel a job the reason you enter now gets copied into ‘Confidential info’. The cancel reason will also appear with the relevant job on Invoice Preview, it will nothowever appear on the final invoice.
    • Pricing with the cancelled load – Cancelled jobs for specific months may now be easily viewed and priced by pasting the cancelled load number into ‘Load’ on the Transport Pricing screen, invoiced jobs will be hidden from the list. Note cancelled load numbers start with a C followed by the date and 5 zeroes e.g. C2012080100000.
    • Readying cancelled jobs – cancelled jobs for invoice by batch / P.O customers may now be readied without a batch or P.O number.
  • Query Report – If you have customers you invoice by purchase order you may now create spreadsheets of readied Query jobs. This is done by going to Transport Pricing, selecting the customer, selecting the ‘Query’ P.O and clicking ‘Query Report’.
  • When you click ‘Invoice preview’ for an invoice by batch / P.O customer the pricing screen now remembers the customer making it quicker to select another batch.
  • Added ability to exclude OnHold jobs from Missing POD’s report.
  • Warehouse version of the loading list updated to only show one entry for OnWheels jobs.
  • Number of decimal places for recording weight increased from one to two.
  • Updated CSS to allow rounded buttons / fields with latest firefox version.
  • Improvements to display adaption and history recording for Trailer Tracking.
  • Total added to Invoice Preview screen.
  • Improved user security and access rights.
  • Diary loading speed improved.

Bug Fixes

  • Fixed bug with cancelled loads which stopped certain jobs appearing.
  • Fixed issue with load screen not refreshing properly after trailer coupling.
  • Fixed bug related to selecting last service level on the dropdown.
  • Fixed bug where an OnWheels job, which was changed to a ViaDepot would still appear as OnWheels in the diary.
  • Fixed bug which allowed re-deliver jobs to be added back onto the original load.
  • Issue with weight display on load screen fixed.
  • Fixed issue with not being able to add batch ref’s to non invoice by batch customers.
  • Fixed bug with saving custom reports headings.
  • Fixed issue with mousing over movement signatures.
  • Fixed margins on unpriced jobs report which were previously cutting off load numbers.
  • Fixed bug which allowed self billing charges to be added to edi jobs.

Feature

James I

15/09/19

New Features

  • OnWheels jobs – The collection and delivery sides of OnWheels jobs may now be ordered separately on the load screen. This allows loads to be ordered into a much truer series of pickups and deliveries.
  • Multiple Connections. A new method of communicating has been added which will allow multiple users to run long reports, searches and invoices without impacting the speed of others.
  • Trailer Tracking. Trailer Tracking is now included in this version of TMS
    • Plan and Couple trailers from the Load screen.
    • Record destinations and statuses of trailers from the new ‘Trailer Tracking’ screen.
    • See live and past locations, loads and status for your trailers.
    • For more details about trailer tracking or to set up locations and statuses for your trailers please email TrackTrans
  • Pricing movements added for Enquiry screen.
  • Trailer options added for Subcontractors.
  • Help files updated and improved.
  • Search box added for ‘Asset’ screen.

Bug Fixes

  • Fixed bug with depot filter on ‘Custom Reports’ screen.
  • Fixed bug which allowed exclude tickbox on ‘Transport Pricing’ screen to be ticked after job invoiced.
  • Fixed several issues involved with using WebTMS on internet explorer.
  • Fixed issue where cancelled ‘On-hold’ jobs would stay showing as on-hold.
  • Fixed bug with customer list on working time screen.
  • Fixed issue with customer references being duplicated for ViaDepot jobs on custom reports.
  • Display issue fixed on loadsplit.

Feature

Elizabeth I

13/09/12

New Features

  • Help files – Included in this release of WebTMS is a new interactive help system including videos, FAQ’s and search functionality. This is accessible by clicking the help button on the main menu
  • Missing PODs report added. This report allows you to bring up all of your jobs which have been planned but not yet POD’d
  • Invoicing movements added. Adding/editing a price or readying/un-readying a job will now raise a movement against the job
  • You may now search by collection and delivery postcodes on the job search screen
  • OnWheels jobs – The collection and delivery sides of OnWheels jobs may now be ordered separately on the load screen. This allows loads to be ordered into a much truer series of pickups and deliveries.
  • Multiple Connections. A new method of communicating has been added which will allow multiple users to run long reports, searches and invoices without impacting the speed of others.
  • If you remove a price on the pricing details screen the price will now grey out and say ‘removing…’ until saved
  • Query Job Improvements
    • Querys can now be raised for invoiced jobs through the enquiry screen
    • When a query is created a note of this is now added to the instructions field in the original job, a movement is also added
  • New job screens now requires you to enter a batch reference when creating jobs for Invoice by batch customers
  • Extra pink cancelled bar added to enquiry screen
  • Trailer Tracking. Trailer Tracking is now included in this version of TMS
    • Plan and Couple trailers from the Load screen.
    • Record destinations and statuses of trailers from the new ‘Trailer Tracking’ screen.
    • See live and past locations, loads and status for your trailers.
    • For more details about trailer tracking or to set up locations and statuses for your trailers please email TrackTrans
  • Trailer options added for Subcontractors.
  • Search box added for ‘Asset’ screen.

Warehouse Hours System

  • On the Personnel admin screen you may now set contacts specifically as warehousemen. Only contacts with warehouseman ticked will appear on the warehouse hours screen
  • Entering Hours
    • A running total has been added, housekeeping no longer records time against a customer
    • The edit button now allows you to edit customers as well as times
    • Warehousemen are now able to login directly and enter their own hours
  • Warehouse Job
    • You now have the option to create warehouse jobs by day. So if you tick the ‘job per day’ box, search for times with 2 or more days and click create multiple jobs will be created
    • The Time range for the warehouse hours now appears at the top of instructions field for the created job
    • When creating a warehouse job a separate charge line of 0.00 will now be added for each activity. These charges may then be edited in the pricing details screen
  • Warehouse Pricing
    • A pricing details view has been added to this screen
    • Invoice Previews may now be run from the Warehouse Pricing screen by ticking jobs ready to invoice and clicking the ‘Invoice Preview’ button

Bug Fixes

  • Depot filter on Custom Reports fixed, previously was showing jobs for all depots
  • Fixed issue with selecting all references on custom reports
  • Fixed bug in diary related to starting load with a blank line
  • Fixed issue with batch ref not being displayed in search results
  • Issue resolved with entering multiple sets of times for multiple customers on warehouse hours screen
  • Fixed issue with error handling on failed job exports
  • Fixed bug with hidden historys for disabled vehicles
  • Fixed bug which stopped negative prices being added
  • Fixed bug with invoicing jobs which have had a new note created (i.e. refused – new manual job)
  • Fixed display issue on search results pop up
  • Fixed issue with tax date not clearing properly
  • Fixed issue with cancelled jobs label being missed off invoice
  • Fixed bugs in reference and purchase invoice fields on warehouse job
  • Fixed bug with exporting jobs containing ampersands in booking details
  • Fixed issue where working time reports would fail if an activity wasn’t finished
  • Fixed issue where POD screen didn’t display whether refused jobs were ‘wait for ejob’ or ‘new manual job’
  • Fixed bug with via depot cancelled jobs not coming under correct dates when running invoice previews
  • Fixed bug which involved query jobs showing up yellow on enquiry screen
  • Fixed bug which allowed exclude tickbox on ‘Transport Pricing’ screen to be ticked after job invoiced.
  • Fixed several issues involved with using WebTMS on internet explorer.
  • Fixed issue where cancelled ‘On-hold’ jobs would stay showing as on-hold.
  • Fixed bug with customer list on working time screen.
  • Fixed issue with customer references being duplicated for ViaDepot jobs on custom reports.
  • Display issue fixed on loadsplit.

Feature

Mary I

01/12/11

Invoicing

  • WebTMS now integrated with market leading financial software QuickBooks.
    • Improve productivity and accuracy by eliminating duplicated effort
  • Uncharged Jobs Report
    • The new pricing report allows you to search for jobs that are unpriced, priced but not ready or ready but not invoiced across all customers
  • Fuel surcharges can now be added against customers, these are added in the invoiceable contacts admin screen. Once added the fuel surcharge will appear as a separate line on invoices.
  • Customers can now be invoiced by Purchase Order
    • Purchase orders are added against jobs on the job screen and then invoiced through pricing screen
    • Query Job creates a special job to allow any disagreements over pricing amounts to be resolved outside of the original purchase order.
  • Customer added to Invoice Preview report and New Invoice screens
  • Clicking into price on the main pricing screen will now display that jobs quantity details in the top right hand corner
  • Customer selection on Invoice Preview screen enhanced. You may now select customers by typing name and pressing enter, clicking ‘select all’ or by going down the list and simply left clicking.
  • New layout for Invoice pdf complete with company logo
  • POD details may now be displayed on invoices (set up through invoiceable contact screen)

Reports & Searching

  • Two new Traffic Reports (new and other) are now available under Reports
  • New shows recent changes customers have made to your jobs. These automatically disappear over time
  • Other shows POD problems, driver calling office notifications etc. Notifications are removed when the link is clicked.
  • Load Searching. Under Enquiry you may now search by load or job. Load search options include searching for loads by date/driver/vehicle/jobs on the load and others.
  • View search results in lists. After entering a search in the enquiry screen you now have a button named ‘Search results’ which then displays all results in a list allowing you to quickly find the right result.

Other

  • New Admin Suite
    • The new admin suite allows you to create and edit customers, drivers, subcontractors and trailers as well as adding epod, sms and other contact details. Details on how to use the new admin suite are outlined below.
  • Hours recording
    • New Hours recording features are accessible under Admin as Working Time. These new features allow warehouse + driving hours to be recorded against employees recording the exact activities they were undertaking and for which customer.
    • The total daily/weekly/monthly warehouse hours for each customer can then be put into a job and charged out through warehouse Job.
    • More Details on using Hours recording and warehouse job can be found below.
  • Addresses can now be selected by double clicking on them
  • Job details may now be edited on the POD Screen by clicking the ‘edit’ button
  • Warning label added to inform when unacknowledged jobs present
  • Service level added to pricing and pricing details screens
  • Via Depot jobs can now be priced on collection as well as delivery loads
  • Enquiry screen now has a button called ‘POD’ which links to the POD screen entry for that job

Bug Fixes

  • Bug fixed where pricing details couldn’t be accessed for cancelled jobs
  • Previous issue where if you POC’d a collection and then changed it to an OnWheels you couldn’t enter a POD fixed.
  • Linked Jobs and Haulier/Driver fields on POD screen fixed
  • Fixed bug related to removing start dates from exported loads
  • Fixed display bug related to show/hide on hold jobs checkbox
  • Bug where initial address details were blanked out when creating a new job fixed
  • Bug with up to box on ‘Reprint Invoice by Report’ showing wrong date fixed
  • Bug where problem details were not being fully recorded from handsets fixed
  • Fixed problem with cancelling requests not being implemented from customers
  • Fixed bug with receiving extra requirements quantities

Feature

Jane

05/08/11

New Features:

  • Between dates and Times added to job screen
  • Inners functionality added
  • Extra men can now be added to run sheets and extra man expense sheets printed
  • Speed of searches on Enquiry screen improved
  • Instructions may now be added to load sheets. Anything entered will be exported to devices and will also appear on the loading list.
  • New quantity unit types may now be added from the job screen
  • New stock codes can now be added through admin panel or inners dialogue box
  • Warehouse copy of loading list can now be reversed to help loading
  • Jobs may now be excluded from the warehouse copy of the loading list (for instances where the freight is already loaded)
  • Current username is now displayed in the top right
  • Extra requirements and total weights added to loading list

Bug Fixes

  • Bug where in certain instances Via Depot jobs appeared as OnWheels in diary fixed
  • Bug with updating service level fixed
  • Load number now always appears on load start date
  • Bug where pieces, weight and cube would occasionally be hidden on invoice preview fixed
  • Bug where tabing into DD time field added a space fixed
  • Bug with exporting requirements fixed
  • Bug which allowed certain unallocated loads to appear in diary fixed
  • Bug with unselecting trailer fixed
  • Bug which prevented blank lines from being moved fixed
  • Barcode box on POD screen wasn’t auto refreshing
  • Bug with selecting customer by short name fixed

Maintenance

Edward VI

16/06/11

Bug Fixes

  • Validation added to coll/del date on job screen
  • Issue with ‘Date report to’ not filtering properly on Invoice Preview fixed
  • Ready to invoice button on pricing details now displays properly
  • Issue with editing a job with a blank freight charge fixed
  • Issue with movement details not being recorded fixed
  • Problem with exporting characters such as ampersands in references fixed
  • Fixed an issue with changing job types