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Mastering Custom Views: Tailoring Your Vektor Software to Your Operational Needs
Mastering Custom Views: Tailoring Your Vektor Software to Your Operational Needs

Efficiently Manage Truck Payments, Insurance Coverage, and More with Custom Tables and Fields

Updated over a week ago

Welcome to our comprehensive guide on maximizing Vektor's customizability to match your unique operational needs. This step-by-step walkthrough will help you understand how to build a custom truck payment schedule, manage insurance coverage, track documents, and more.

Core Advantages & Features of Table Customizer:

  • Creating Custom Fields: Learn how to generate custom fields specific to your operation, such as truck payments, and link them to key entities—trucks, drivers, or trailers.

  • Building Custom Tables: We'll demonstrate how to construct custom tables using your defined fields. This step aims to help you design tables that truly reflect your operation's needs and work seamlessly with your data.

  • Organizing Data with Groups: Master the art of grouping data for an organized and visually clear display. We will show you how to create groups, assign data to them, and display totals when necessary.

  • Adding Document-Related Fields: This feature allows you to add, track, and manage document-related fields, including expiration dates and document numbers.

  • Modifying Custom Views: Once your custom views are set up, you'll want to know how to modify them. We will take you through resizing tables, adding or removing columns, and other customizations.

  • Maintaining Data Consistency: All these customizations are connected, ensuring consistent data across your entire system.

Creating Custom Fields

  1. Step 1: Navigate to the 'Table Editor' option and click on 'Add'.

  2. Step 2: Input the name of the field you want to add, such as 'Cargo Liability' or 'Insurance Coverage'.

  3. Step 3: Link this custom field to an entity, either truck, driver, or trailer.

  4. Step 4: Set the data type for the field, such as amount or text.

Building Custom Table Views

  1. Step 1: After you've added all necessary custom fields, click on 'Save'.

  2. Step 2: Go to your chosen table, such as the truck payments schedule, and click on 'Table Editor'.

  3. Step 3: From the available options, select the fields you need for your custom view and select them to be visible in the right-hand side to be included in your table.

Organizing Data with Groups

  1. Step 1: If you want to group certain fields together, select these fields and assign them a group in the 'Table Editor'.

  2. Step 2: You can also opt to display totals for a group by enabling the 'Show Total' option.

Adding Document-Related Fields

  1. Step 1: To add document-related fields, go to 'Table Editor' and select the 'Document' option.

  2. Step 2: You can choose to display just the document, the document plus expiration, document expiration, or document number.

  3. Step 3: Remember to save the changes.

Modifying Column Sizes

If you want to adjust the look of your custom view, simply drag the side of a row next to the header and release when you feel it's good.

In conclusion, Vektor offers an extraordinary level of customization to align with your unique operational needs. We hope this step-by-step guide simplifies the process of leveraging these features for you. By tailoring custom views, you can manage payments, keep track of insurance coverage, track documents, and much more, all in one place. Remember, the true potential of Vektor lies in its flexibility and adaptability to your requirements. If you still have any questions or need further assistance in configuring Vektor to match your specific needs, don't hesitate to reach out. Our team is always here to support you and help you unlock the full potential of our platform.

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