Getting familiar with Pulpo may seem challenging at first, but with practice, anyone can learn to use it efficiently. It is an intuitive and easy-to-use tool.
1. Main Menus and Buttons
Navigation Bar
Located on the left side, it provides access to all areas and modules in Pulpo, such as Fleet, Operations, Tasks, and Reports.
Top Buttons
On the top right corner of the screen, you’ll find essential tools:
🔹 Question mark button (?) → Takes you to the Help Center, where you can find the full knowledge base of the platform.
🔹 Flag button → Allows you to select your preferred language.
🔹 Bell button → Displays relevant notifications and alerts.
🔹 User button → Lets you manage your personal settings.
🔹 Account button → Lets you switch between active accounts within Pulpo.
2. Key Components of Pulpo
Pulpo uses common components across all sections to enhance your experience. These include:
🔎 Search Bar
Search for elements within the current section using keywords.
➕ Add Button
Create new items such as vehicles, drivers, payment methods, or suppliers.
📑 Filters and Segments
Customize your search using filters and segments to find specific information.
⚙️ Three-Dot Menu
Access advanced functions depending on the module:
📤 Export → Download information in Excel or CSV formats.
📌 Configure Columns → Customize the displayed fields and their order to suit your needs.
📌 Custom Fields → Create new fields in various formats like date, currency, or number. You can also make a field mandatory. For date fields, you can set up a reminder, and the assigned user will receive notifications.
📌 Configure Catalogs → Customize the catalogs of elements available in your account, such as vehicle types or driver categories.
📌 Configure Tags → Organize and classify elements using custom tags to ease searching and management.
📌 Configure Forms → Define the order and required fields when creating a new item. Set how forms will be displayed and filled, optimizing your workflow.
3. Common Actions in Pulpo
Pulpo follows a consistent logic for performing actions in each module, making task execution easier.
3.1 Actions for a Single Item (e.g., a vehicle)
🚗 Assign → Link drivers and payment methods to the vehicle.
✏️ Edit → Modify the selected item’s information.
🗑️ Delete → Remove the selected item from the platform.
⏳ Tasks → Generate reminders and tasks related to the item.
📂 Archive → Move the selected item to archive.
3.2 Bulk Actions
Pulpo allows bulk actions such as:
✔ Delete multiple selected items.
✔ Archive several items simultaneously.
✔ Edit multiple fields at once.
Conclusion
We hope this guide helps you become familiar with navigating Pulpo. Remember, we’re here to provide the best support, so don’t hesitate to check the Help Center if you have questions or need more information.
🚀 Thank you for choosing Pulpo as your fleet management solution! 🚗