Introduction to Product Management

Managing Contracts and Agreements

Webhooks and Integrations

Introduction to Assets Management 

Order Management Overview

Getting Started with Company Management

User Roles and Permissions

TAME driver app

Overview of Lane Management

Getting started with TAME

Creating and Scheduling Jobs

Operation

Trip Planning

Introduction to System Configurations

Getting Started with Reports and Analytics

Bonus configuration 

Getting Started

Setting Up Configurations

Company Management

Lane Management

Asset Management

Product Management

Order Management

Jobs and Trips Management

Operation View

Roles and User Management

Reports and Smart Analytics

Commercials

Mobile Application

Webhook and Integrations

Bonus

<h2>Roles Overview&nbsp;</h2>Roles define the specific tasks and permissions assigned to team members within an organization. They streamline task delegation by clarifying who is responsible for what, ensuring efficient workflow. Roles also manage access levels, ensuring that only authorized individuals can access certain information or perform actions. This simplifies management and fosters effective teamwork.&nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/8c27ba89-cba8-4149-84a3-dc90f0f9ac37"></figure><h3>How do I create the roles for team members?&nbsp;</h3>Step 1: Navigate to the roles section and click on it to open the roles homepage.&nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/22566166-fe3d-4b7e-aa57-1e507b5d9e2d"></figure>Step 2: Select the "Add Role" option to create the roles creation process.&nbsp;<img src="https://cdn-assets.productfruits.com/80129bac-0941-47e5-8286-cc43186acd2a">&nbsp;Step 3: Define the Role and Assign Permissions&nbsp;<ul><li>Define the Role: Specify the role you want to create.&nbsp;</li><li>Select Permissions: Choose the permissions to assign to the role by clicking on the checkbox fields based on your understanding.&nbsp;</li><li>Submit: Once permissions are selected, click "Submit" to finalize the role definition.&nbsp;</li></ul>By following these steps, you can effectively define roles and assign appropriate permissions to team members within your organization.&nbsp;<img src="https://cdn-assets.productfruits.com/65478c46-dafe-4729-b9cd-87e015f654fb">&nbsp;<h2>FAQs&nbsp;</h2><h3>Q1. Can I edit or modify the permissions of roles?&nbsp;</h3>Yes, you can edit or modify the permissions of roles. If you need to update the tasks and permissions associated with a role.&nbsp;<img src="https://cdn-assets.productfruits.com/847f8142-1efe-4ac8-8a4d-f7bdd4a23ec5">&nbsp;<h2>User Management Overview&nbsp;</h2>User Management allows you to create user accounts, enabling streamlined operations and easy access to essential information for team members. By setting up user accounts, you can ensure that each team member has the appropriate permissions and access to the tools they need to perform their tasks effectively. This module helps in organizing and managing user roles, enhancing overall productivity and security within the organization., you can do so by following these steps.&nbsp;<img src="https://cdn-assets.productfruits.com/07a6b080-e3c0-4a87-827e-bab501c83735">&nbsp;&nbsp;<h3>How do I Add USERS?&nbsp;</h3>Step 1: Navigate to the user management section and click on it to open the user management homepage.&nbsp;<img src="https://cdn-assets.productfruits.com/81e7c613-cc76-4262-91ea-694ecf3221d9">&nbsp;Step 2: Select the "Add User" option to create the user creation process.&nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/6166db9e-12d8-4e2c-9f01-46e48aaebfdd"></figure>Step 3: Define the User&nbsp;<ul><li>Enter Personal Details: Fill in the required fields such as first name and last name.&nbsp;</li><li>Create Username: Set a unique username for the user.&nbsp;</li><li>Provide Contact Information: Enter the email address and phone number.&nbsp;</li><li>Select Branch: Choose the branch from the dropdown menu.&nbsp;</li><li>Create Password: Set a secure password for the user.&nbsp;</li><li>Assign Role: Select the appropriate role from the dropdown menu.&nbsp;</li></ul>Click "Submit" to add the user to the platform.&nbsp;By completing these steps, you can efficiently add new users to the platform, ensuring they have the necessary access and permissions for their role.&nbsp;<img src="https://cdn-assets.productfruits.com/6e73b2c3-d3fc-427b-9dcc-2485dcac2d81">&nbsp;<h2>FAQs&nbsp;</h2><h3>Q1. Can I edit the user details?&nbsp;</h3>Yes, you can edit user details. This allows you to update personal information, contact details, branch assignments, and roles, ensuring accurate records and proper access permissions.&nbsp;<img src="https://cdn-assets.productfruits.com/d4833bd3-d8fe-42f0-8c48-2623aa1607e6">&nbsp;&nbsp;

<h2>Tame Driver App Overview</h2>The latest version of our Driver App introduces enhanced features to empower drivers with greater flexibility and efficiency. Key improvements include:<ul><li>Easy OTP: Drivers can quickly access the app with a secure OTP sent to their WhatsApp number or Email.</li><li>Passcode Login: Drivers will have a unique passcode number which allows them to login anytime without needing an OTP.</li><li>Odometer Detail Entry: Simplified odometer tracking with the ability to capture and enter odometer images at the start and end of the journey, ensuring accuracy.</li><li>Odometer Capturing Optional: Odometer detail capturing is an optional field; you can choose to skip entering odometer details.</li><li>Milestone Journey Tracking: Easily follow predefined achievement points throughout the journey.</li><li>Proof of delivery: Capture proof of delivery for future reference.</li></ul><h4>Key Benefits</h4><ul><li>Efficient Access: Quick login process via OTP.</li><li>Accurate Odometer Tracking: Capture odometer images for precise odometer records.</li><li>Clear Journey Monitoring: Easily track journey milestones for better navigation.</li><li>Reliable Proof of Delivery: Upload images and documents for seamless delivery confirmation. &nbsp;</li></ul><h2>How to Use</h2>Refer to the attached video link for a clear understanding of the updated features of the Driver Application:<h2>Steps to use the Tame Driver App</h2>Step 1: Login<ul><li>The driver will automatically receive an OTP on their registered phone number via WhatsApp and email. Enter the received OTP to log in to the app.</li><li>Alternatively, the driver can log in using a passcode. &nbsp;</li></ul><figure class="image image_resized" style="width:29.26%;"><img src="https://cdn-assets.productfruits.com/e0a6d5de-6ea8-41bd-8c61-0b9f27db5b06"></figure>Step 2: View Order Details<ul><li>Access Order Information: After logging in, the driver can view details about the order, including pickup and drop-off locations and other important item-related information.</li><li>Start the Job: The driver needs to swipe the toggle button to start the job.</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/11546cc5-331e-41c9-b5de-b33b5e657e18"></figure><h4>&nbsp;</h4>Step 3: Odometer Reading and Image Capturing<ul><li>Upload Odometer Reading: Once the driver starts the job, a pop-up screen will appear prompting the driver to enter the vehicle's odometer reading.</li><li>Capture Odometer Image: The driver also needs to upload an image of the odometer reading for accuracy.</li></ul><figure class="image image_resized" style="width:29.66%;"><img src="https://cdn-assets.productfruits.com/ab42051a-e778-4006-bb05-92ea392a0713"></figure>Step 4: Update Milestones<ul><li>Once you submit the odometer reading, the app will open the jobs page where you can view all the order information. Click on "Update Milestone" to open the milestone page.</li></ul><figure class="image image_resized" style="width:28.02%;"><img src="https://cdn-assets.productfruits.com/7121c7a5-7d62-4c2d-bf91-57950f894edb"></figure>Step 5: Complete Milestones<ul><li>After clicking "Update Milestone," a list will appear based on your movements and activities. Check the checkbox fields to complete the milestones.</li></ul><figure class="image image_resized" style="width:25.8%;"><img src="https://cdn-assets.productfruits.com/64b05b11-e4ea-434c-9266-e0187f0e67b1"></figure>Step 6: Capturing Proof of Delivery (POD)<ul><li>Capture proof of delivery (POD) when prompted by the system at the milestone. Click on "Attachment."</li></ul><figure class="image image_resized" style="width:26%;"><img src="https://cdn-assets.productfruits.com/4499c863-90bf-4893-b52a-7334a941b355"></figure><ul><li>Choose either "Upload from Gallery," "Upload from Camera," or "Upload from Document" based on your source then click submit. Follow the system instructions to complete the capture of POD &nbsp;</li></ul><figure class="image image_resized" style="width:31.45%;"><img src="https://cdn-assets.productfruits.com/0ee714d3-7e0d-4a69-8910-3e4db9ca8ca8"></figure>Step 7: Completing the Job<ul><li>Swipe to complete the trip after uploading or capturing the POD.</li></ul><figure class="image image_resized" style="width:26.88%;"><img src="https://cdn-assets.productfruits.com/a55955bc-5de1-4b23-9a13-e9b7fb3a1569"></figure>Step 8: Odometer Reading and SubmissionAfter completing the trip:<ul><li>A pop-up will appear to capture the odometer reading.</li><li>Upload the odometer reading and capture an image of the odometer.</li><li>Click on "Submit" to finalize the process. &nbsp;</li></ul><figure class="image"><img src="https://cdn-assets.productfruits.com/05805d92-2d62-4d47-8e82-ad769ce430d9"></figure>Step 9: Press "Okay" on the confirmation pop-up indicating successful job completion.<figure class="image image_resized" style="width:32.56%;"><img src="https://cdn-assets.productfruits.com/71d40824-69eb-4e03-8e71-2872036079b0"></figure>&nbsp;<h2>FAQs</h2> Q1. How can I identify trips where an expected scenario might occur, such as the customer being unavailable at the drop-off location? Yes, drivers can handle this scenario through the app. Here's how:Step 1:- Start the Job: The driver begins the job as usual. &nbsp;<figure class="image"><img src="https://cdn-assets.productfruits.com/11546cc5-331e-41c9-b5de-b33b5e657e18"></figure> Step 2:- Mark as "Attempted": If the customer is unavailable at drop-off, the driver clicks the "Attempted" button and Define the reason. &nbsp;<figure class="image image_resized" style="width:26.72%;"><img src="https://cdn-assets.productfruits.com/7b4d395d-9e80-42a8-8044-52491ed0ebfe"></figure> Step 3:- Complete the Remaining Jobs: Once the entire job is completed, any order marked as "Attempted" will automatically be moved to a pending state in the platform scheduling page. &nbsp;<figure class="image image_resized" style="width:92.96%;"><img src="https://cdn-assets.productfruits.com/172718ed-2d11-45c1-945d-76aa3b04be73" alt=""></figure> Admin Action: The admin can then reassign the pending order for another date. This process ensures that any issue, like customer unavailability, is logged properly and can be rescheduled.<h2>Understanding Order Completion Use Cases and Scenarios in the TAME Driver Mobile Application &nbsp;</h2>Use case 1:-&nbsp; Truck Load Order Process Flow &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/lYtMxhJDfuc"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/lYtMxhJDfuc" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 2:-&nbsp;&nbsp;Bulk Order Workflow &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/w0wJKH5UPGY"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/w0wJKH5UPGY" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 3:-&nbsp;&nbsp;Truck Load Order for Two Customers at the Same Address &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/SLqeFkvrwHo"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/SLqeFkvrwHo" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure> &nbsp;Use case 4:-&nbsp;&nbsp;Truck Load Order for Two Customers with Different Pickup and Drop Locations &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/v4eXPqhY-lE"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/v4eXPqhY-lE" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 5:-&nbsp;&nbsp;Truck Load Order Attempted Workflow &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/_kRM47qDU1c"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/_kRM47qDU1c" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 6:-&nbsp;&nbsp;Order Completion Using Passcode Login &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/hm8LYh_BBX4"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/hm8LYh_BBX4" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 7:-&nbsp;&nbsp;How to Add Trip Events and Delay Time &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/8Bg0PIvBkLk"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/8Bg0PIvBkLk" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 8:-&nbsp;&nbsp;How to Add Expense Categories and Charges &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/jpxJyFwFlpA"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/jpxJyFwFlpA" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 9:-&nbsp;&nbsp;Full Truck Load (FTL) Order Process &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/huZ2jtL87hA"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/huZ2jtL87hA" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure>Use case 10:-&nbsp;&nbsp;Full Container Load (FCL) Workflow: Source to Destination &nbsp;<figure class="media"><div data-oembed-url="https://youtu.be/4zVLNtKFLzk"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/4zVLNtKFLzk" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure> &nbsp; &nbsp; &nbsp;&nbsp;&nbsp;

<h2>Dashboard Overview &nbsp;</h2>The Dashboard offers a comprehensive visual representation of all critical information related to your operations. It includes:&nbsp;&nbsp;<img src="https://cdn-assets.productfruits.com/201c0266-dbae-4d42-a93a-976293d02915"><ul><li>Users and Roles: Overview of all users, their roles, and permissions.&nbsp;</li><li>Customers and Transporters: Detailed data on customers and transporters.&nbsp;</li><li>Drivers and Freelancers: Information on drivers and freelancers, including their assignments.&nbsp;</li><li>Vehicles and Vehicle Types: Data on all vehicles, categorized by type.&nbsp;</li><li>Locations and Lanes: Visual mapping of locations and shipping lanes.&nbsp;</li><li>Products and Container Types: Information on products, container types, and their specifications.&nbsp;</li><li>Slabs: Defined weight slabs for pricing.&nbsp;</li><li>Orders: Total number of orders and their statuses.&nbsp;</li><li>Jobs: Total jobs, job statuses, and details.&nbsp;</li><li>Trips: Total trips, trip statuses, and journey details.&nbsp;</li></ul>The dashboard is equipped with advanced functionalities for real-time tracking, analysis, and management, all presented in an intuitive chart format for ease of understanding and efficient decision-making.&nbsp;<img src="https://cdn-assets.productfruits.com/b3550ac1-a307-4312-ab8b-bbce7fc9414e">&nbsp;<h2>Reports Overview&nbsp;</h2>The Reports module provides comprehensive insights into various aspects of your business operations. It includes detailed reports on:&nbsp;<ul><li>Orders: Analyze order data to monitor volume, status, and fulfilment rates.&nbsp;</li><li>Trips: Track trip details, including duration, routes, and completion status.&nbsp;</li><li>Drivers: Evaluate driver performance, assignment history, and compliance.&nbsp;</li><li>Vehicles: Assess vehicle usage, maintenance schedules, and efficiency.&nbsp;</li><li>Transporters and Freelancers: Review performance metrics and contractual compliance.&nbsp;</li></ul>These reports are designed to help you effectively track and analyze business performance. You can download them in various formats to facilitate data-driven decision-making and strategic planning. The Reports module ensures you have all the necessary information to optimize operations and enhance productivity.&nbsp;<img src="https://cdn-assets.productfruits.com/cc7d171b-7296-44b7-ba82-0e3e0399f9b8">&nbsp;<h3>How to view or download various REPORTS?  &nbsp;</h3>Step 1: Navigate to the reports section and click on it to reveal reports homepage.  &nbsp;<img src="https://cdn-assets.productfruits.com/87554297-91f0-4f48-b680-c0758596eb25">&nbsp;&nbsp;Step 2: Select the "Add reports" option to create the reports or download reports.&nbsp;<img src="https://cdn-assets.productfruits.com/a7e56495-358c-4bcd-8b3e-ee12ffabf510">&nbsp;Step 3: Complete the required fields on the "Add reports" screen&nbsp;<ul><li>Select the type of report you want to download or view (e.g., driver, vehicle, transporter, customer, lane, user).&nbsp;</li><li>Choose the date range from the calendar.&nbsp;</li><li>Fill out additional field information, such as:&nbsp;</li></ul><ul style="list-style-type:circle;"><li style="text-align:justify;">Order type from the dropdown list.&nbsp;</li><li style="text-align:justify;">Products from the dropdown list.&nbsp;</li><li style="text-align:justify;">Lanes from the dropdown list.&nbsp;</li></ul>Click "Submit" to generate and view the report.&nbsp;Hint: Leverage these reports for detailed analysis of operational activities, aiding in decision-making and the creation of bar graphs and other visual reports.&nbsp;<img src="https://cdn-assets.productfruits.com/7cfaca5d-0413-4968-9ec2-005f127428c0">&nbsp;<h2>FeroGPT Overview&nbsp;</h2>FeroGPT is an advanced AI-powered feature designed to analyze and provide insights into your business and operational activities across various departments. This highly useful tool can generate reports on your operations, read and interpret your downloaded reports, and offer structured solutions based on your prompts. It accelerates decision-making processes and leverages the latest technology to support business growth and efficiency.&nbsp;FeroGPT offers two main functions:&nbsp;<ul><li>Analyst: Analysis various reports and provides answers to your prompts based on the analyses data.&nbsp;</li><li>Consultant: Delivers real-time data and information on operational activities based on your prompts.&nbsp;</li></ul><img src="https://cdn-assets.productfruits.com/e75a1a2d-21ef-4ba9-99fb-963cc5db32be">&nbsp;<h2>Analyses Overview &nbsp;</h2>The Analyses feature enables in-depth examination of various reports, providing insightful answers to your queries based on analyses data.&nbsp;Steps to Utilize the Analyses Module:&nbsp;<ul><li>Select the Analyses Module: Navigate to the Analyses section in the platform.&nbsp;</li><li>Upload Your File: Upload the downloaded report file you wish to analyze.&nbsp;</li><li>Enter Your Query: Input your specific prompt or question regarding the data in the uploaded file.&nbsp;</li><li>Submit: Click 'Submit' to receive detailed results and insights based on your prompt.&nbsp;</li></ul>This streamlined process ensures you receive accurate and actionable information, enhancing decision-making efficiency.&nbsp;<img src="https://cdn-assets.productfruits.com/6a34486b-618e-4b42-be39-b00716852bfd">&nbsp;<h2>Consultant Overview &nbsp;</h2>The Consultant feature delivers real-time data and insights on operational activities based on your prompts. It can analyze uploaded reports or provide insights without them.&nbsp;Steps to Utilize the Consultant Module:&nbsp;<ul><li>Select the Consultant Module: Navigate to the Consultant section in the platform.&nbsp;</li><li>Upload Your File (Optional): Upload the relevant report file you wish to analyse or skip this step if you do not have a report.&nbsp;</li><li>Enter Your Query: Input your specific prompt or question related to the operational data.&nbsp;</li><li>Submit: Click 'Submit' to receive real-time data and actionable insights based on your prompt.&nbsp;</li></ul>This feature ensures you have immediate access to critical information, aiding in efficient and informed decision-making.&nbsp;<img src="https://cdn-assets.productfruits.com/2de0aa10-250d-4824-9967-e7a595af1c95">&nbsp;

Go back to application

Was this article helpful?

You recently requested to reset your password for your account. Use the button below to reset it. This password reset is only valid for the next 24 hours.

If you’re having trouble with the button above, copy and paste the URL below into your web browser.

Please check your email for instructions to reset your password.

Check your email

Enter your email address and we will send you instructions to reset your password.

Please enter a new password below.

Set your password