What Tracovy does
Tracovy runs a delivery and warehousing operation: you store goods for your customers, take their orders, pick and pack them, plan the vans and deliver to the people who bought them. This page is the map. Every other page in this guide explains one screen in detail.
Where to find it: you are already here - this is the starting point of the guide. Who it is for: everyone who signs in to your Tracovy workspace, and anyone who wants to know what the rest of the guide covers.
The people Tracovy talks about
Section titled “The people Tracovy talks about”Tracovy uses a few words carefully. If you learn only these four, the rest of the guide reads easily:
| Word | Who it is |
|---|---|
| You (the workspace) | Your own business. Your staff sign in to your workspace at your own web address. |
| Customer | Your client - the business whose goods you store and deliver. |
| Recipient | The person or business receiving a delivery. They never sign in; they get emails, texts and a tracking link. |
| Supplier | A business that sends stock to your warehouse on behalf of a customer. |
The full list of terms is in the Glossary.
From order to delivery
Section titled “From order to delivery”This is the path most work follows. Not every order uses every step - a cross-dock (live) order skips storage, for example - but the order of the steps is always the same.
- Stock arrives. A customer (or their supplier) tells you what is coming with a manifest. Your warehouse team scans it in on the Receive screen and records any damage. Customers and suppliers can be emailed when a manifest is completed or has missing or damaged items.
- Stock is put away. Received stock is moved into warehouse locations on the Putaway screen, so you always know where each item is.
- An order comes in. Orders arrive from your staff (Orders > New), from a spreadsheet import, from the customer’s own system through the public API, or from the customer themselves in the customer portal. Placing an order reserves the stock it needs.
- A delivery date is agreed. Your team books a date with the recipient (Bookings). The recipient can be told by email or text.
- Routes are planned. Planners put the day’s orders onto vans on the Plan Routes board, one board per depot.
- Goods are picked and packed. Warehouse staff pick the items for each route, pack them into labelled pieces and scan them onto the van.
- The driver delivers. The driver app records the delivery with a time, photos and a signature - the proof of delivery. A failed delivery is recorded with its reason, and the customer’s alert contacts can be emailed.
Every step leaves a record against the order, so anyone can open an order later and see what happened to it.
The main areas of the app
Section titled “The main areas of the app”The menu on the left is grouped the same way as this guide. You only see the areas your role allows (see Finding your way around).
| Area | What you do there |
|---|---|
| Dashboard | Your starting screen: set-up checklist, today’s figures and your reminders. |
| Orders, Routes, Plan Routes, Bookings, Scanning | The day-to-day work: orders, delivery dates, route planning and scan history. |
| Customers | Your customers, their products, suppliers and retailers. |
| Organization | Your depots and delivery zones. |
| Warehouse | Stock levels, stock adjustments, locations, putaway, stock imports and logs. |
| Receiving | Manifests, receiving scans and damage reports. |
| Fulfilment | Picking and packing. |
| Communication | Phone numbers, text and call credit, regulatory details, the opt-out list and the call log. |
| Settings | Workspace settings, users, roles, templates, delivery slots, vehicle types and more. |
Your customers have a separate, much smaller app - the customer portal - where they can place orders and check their stock.