Introduction
Allotrac is a powerful logistics management software platform designed to streamline and automate the entire supply chain process for businesses in Australia and New Zealand. With its comprehensive suite of features and modules, Allotrac provides users with an end-to-end solution to manage every aspect of their logistics operations, from job creation and allocation to reporting and compliance.
This user guide will provide an in-depth walkthrough of the various modules, features, and settings within the Allotrac platform, helping users to optimize their experience and make the most of the software's capabilities. With this guide, users will be able to navigate the platform with ease, create and manage jobs, allocate resources, generate reports, and more.
Allotrac Modules
Allotrac is organized into two main categories of modules:
Web Portal Modules
These modules are accessible through the Allotrac web application and provide users with a comprehensive set of tools to manage their logistics operations. Some of the primary web portal modules include:
- Contacts
- Jobs
- Projects
- Allocation
- Reporting
- Compliance
- Settings
System Level Modules
These modules are accessible through the Allotrac system settings and provide users with the ability to customize their experience and configure various aspects of the platform. Some of the primary system level modules include:
- Admin Tools
- Checklists
- Drivers and Vehicles
- Fleet Management
- User Management
- Product and Services
Getting Started
Login and Dashboard
To access the Allotrac platform, users must first log in to the web application by visiting https://test.allotrac.com.au/ https://test.allotrac.com.au/. Upon successful login, users will be presented with the main dashboard, which provides an overview of the various modules and features available within the platform.
Creating Contacts
The Contacts module within Allotrac allows users to manage their clients, suppliers, and other contacts within the system. Users can create new contacts, view existing contacts, and edit contact information as needed. To create a new contact, follow these steps:
- Navigate to the Contacts module from the main dashboard or the navigation menu.
- Click the "Add New Contact" button.
- Enter the required information, including name, address, and contact details.
- Save the contact by clicking the "Create" button.
Managing Jobs
The Jobs module within Allotrac provides users with a comprehensive set of tools to create, manage, and track jobs throughout their lifecycle. Users can create new jobs, view existing jobs, edit job details, allocate resources, and more. To create a new job, follow these steps:
- Navigate to the Jobs module from the main dashboard or the navigation menu.
- Click the "Add New Job" button.
- Select the job type (e.g., pickup and delivery, pickup only, delivery only) and enter the required information, such as client, supplier, and customer details.
- Save the job by clicking the "Create" button.
Project Management
The Projects module within Allotrac allows users to create and manage projects, which are groups of related jobs that share a common objective. Users can create new projects, view existing projects, and edit project details as needed. To create a new project, follow these steps:
- Navigate to the Projects module from the main dashboard or the navigation menu.
- Click the "Add New Project" button.
- Enter the required information, such as project name, client, and job details.
- Save the project by clicking the "Create" button.
Allocation and Scheduling
The Allocation module within Allotrac provides users with a set of tools to allocate resources, such as drivers and vehicles, to jobs and projects. Users can view the availability of resources, create schedules, and manage resource bookings. To allocate resources to a job, follow these steps:
- Navigate to the Allocation module from the main dashboard or the navigation menu.
- Select the job or project to which resources will be allocated.
- Drag and drop resources from the list of available resources to the appropriate slots in the schedule.
- Save the allocation by clicking the "Save Allocation" button.
Reporting and Analytics
The Reporting module within Allotrac allows users to generate various reports and analytics to gain insights into their logistics operations. Users can view and export reports on job performance, resource utilization, financial metrics, and more. To generate a report, follow these steps:
- Navigate to the Reporting module from the main dashboard or the navigation menu.
- Select the desired report type and enter any required filters or parameters.
- View the generated report and export it in the desired format (e.g., CSV, Excel, PDF).
Compliance and Safety
The Compliance module within Allotrac provides users with a set of tools to ensure that their logistics operations adhere to various safety and regulatory requirements. Users can view and manage compliance-related data, such as driver fatigue, job safety analysis, and vehicle inspections. To view compliance data, follow these steps:
- Navigate to the Compliance module from the main dashboard or the navigation menu.
- Select the desired compliance category (e.g., Fatigue, Job Safety Analysis, Prestart).
- View the relevant compliance data and take any necessary actions to address issues or concerns.
Settings and Customization
The Settings module within Allotrac allows users to configure various aspects of the platform, such as system preferences, user management, and integration with third-party software. Users can access the Settings module from the main dashboard or the navigation menu. Some of the primary settings categories include:
- Company Information
- User Management
- Integration with Third-Party Software (e.g., MYOB, Xero)
- Customization of Modules and Features
Integration with Third-Party Software
Allotrac integrates with a variety of third-party software to provide users with a seamless experience and additional functionality. Some of the primary third-party integrations include:
- MYOB: A popular accounting and business management software used for invoicing, financial reporting, and more.
- Xero: A cloud-based accounting software that provides real-time financial data and reporting.
- Attache: An accounting and business management software that offers a range of features, including invoicing, payroll, and reporting.
To configure the integration with third-party software, users can access the relevant settings within the Allotrac platform and follow the provided instructions.
Mobile Applications
Allotrac offers mobile applications for both Android and iOS devices, which provide users with access to key features and functionalities on the go. Some of the primary mobile applications include:
- Allotrac Truck: A mobile application designed for drivers, which allows them to access job information, complete checklists, and provide real-time updates on job progress.
- Allotrac Kiosk: A mobile application designed for warehouse and depot staff, which allows them to manage job allocation, dispatch, and tracking.
To access the mobile applications, users can download them from the Google Play Store or the Apple App Store and log in using their Allotrac credentials.
Troubleshooting and Support
If users encounter any issues or require assistance while using the Allotrac platform, they can access the following resources for troubleshooting and support:
- Allotrac Help Center: A comprehensive online resource containing articles, tutorials, and FAQs related to the platform.
- Allotrac Support: Users can contact the Allotrac support team via email or phone for personalized assistance with any issues or questions.
Conclusion
Allotrac is a comprehensive logistics management software platform that offers a wide range of features and modules to help businesses streamline their logistics processes and improve efficiency. With this user guide, users can confidently navigate the platform, create and manage jobs, allocate resources, generate reports, and more. By leveraging the power of Allotrac, businesses can optimize their logistics operations and achieve greater success.