Step 1 · Configure your operations
Look through your company’s settings once, so the portal works the way you run your business.
- You can read every tile with Settings › View. Changing a tile needs the Manage permission for that tile.
- This step is recommended, not required. Orders can be created without it.
Open Settings
In the setup guide, press Set this up on this step. Or open System › Settings.
- Search settings. Finds any setting by its name, and opens its window with the setting highlighted.
- The tiles. Each tile covers one area, with a one-line summary of its values and who changed it last. Click one to open its window. Documents opens its own page.
- Communication. Greyed out for now. SMS and WhatsApp providers come in a later release.
- Set on their own pages. Settings that have a page of their own are linked from here. Each opens its page, and Back to Settings returns you.
Review the Company tile
Start with the company profile and your working days.
Profile
Region
Operating time
- Company name. Required. It shows on labels, the air waybill, emails and the tracking page.
- Logo. PNG or SVG, up to 1 MB. It shows on labels, the air waybill, emails and the tracking page.
- Support phone, email and WhatsApp. Printed on the air waybill and shown on the tracking page.
- Country and currency. Set when your account is created, so they cannot be changed here. Contact Fleetics to change them.
- Time zone. Used by every timer, cut-off and report. Saving it also updates your own account’s time zone, so “today” is the same day on every page.
- Operating days. SLA times, Deliver by, reattempt dates and automatic returns count operating time only.
Look through the other tiles
| Tile | What is in it |
|---|---|
| Orders | Edit policy, cancelling after pickup, re-weighing, proof, scans, failed attempts and maximum attempts, cut-off rules and Needs attention thresholds |
| Workflow | Workflow enforcement and the next statuses each status can move to |
| Hubs & areas | Hub management, hub aging, outbound scans, receiving at any hub, automatic zone detection, SLA at-risk level |
| Drivers | Cash limit, driver shifts, document expiry notice |
| Dispatch | Offer timeout, picking open orders, skipping stops, route optimisation, allocation retries |
| Finance & VAT | VAT, charges, invoices and cash alerts |
| Documents | Label, AWB, kitchen ticket, runsheet and manifests, with a live preview |
Save what you changed
Each tile saves on its own. Press Save changes in its window. A setting you changed shows who changed it and when, with its history.
Tell the guide you are done
Back in the setup guide, press I’ve reviewed my settings. It marks the step done and moves to step 2.
Screens are simplified drawings with sample data. Your portal may look a little different, but the names and steps are the same.
Common questions
A setting is locked.
A padlock means the platform sets it. Country and currency are set when your account is created. Contact Fleetics to change them.
Can I undo a change?
Yes. Open the setting’s History and reset it to its default.
Do I have to review everything now?
No. You can open Settings at any time.