Bulk Deliveries & Forecasting - Revision history

Jgreco: Proofread - greco

2021-11-12T18:47:36Z

Proofread - greco

Dpopcev: /* Mobile Data Collection: Tank Initialization (Add new bulk tank) */

2021-04-24T20:17:41Z

Mobile Data Collection: Tank Initialization (Add new bulk tank)

Dpopcev: /* Overview */

2021-04-24T20:14:44Z

Overview

Dpopcev: /* Logic for Bulk Delivery */

2021-04-24T20:08:44Z

Logic for Bulk Delivery

Dpopcev: /* Logic for Bulk Delivery */

2021-04-24T20:08:04Z

Logic for Bulk Delivery

Dpopcev: /* Mobile Printing */

2021-04-24T20:07:25Z

Mobile Printing

Dpopcev: /* Delivery Forecasting */

2021-04-24T19:49:24Z

Delivery Forecasting

Dpopcev: /* Delivery Forecasting */

2021-04-24T19:44:44Z

Delivery Forecasting

Dpopcev: /* Multiple tanks with one customer */

2021-04-24T19:43:11Z

Multiple tanks with one customer

Dpopcev: /* Forecasting Report */

2021-04-24T19:32:13Z

Forecasting Report

@@ Line 10: / Line 10: @@
 == Overview ==
-It is time consuming and error prone to manually record bulk deliveries on paper and later key this data into the business system for billing.  In addition, it can be challenging to schedule bulk deliveries while ensuring that customers do not run out of bulk product.
+Manually recording bulk deliveries on paper and later keying this data into the business system for billing is a time consuming and error prone process. In addition, it can be challenging to schedule bulk deliveries while ensuring that customers do not run out of bulk product.
-The TrackAbout Bulk Delivery and Forecasting Module is used to track deliveries of bulk products (liquid CO2, liquid oxygen, etc) into tanks at customer sites.
+The TrackAbout Bulk Delivery and Forecasting Module is used to track deliveries of bulk products (liquid CO2, liquid oxygen, etc.) into tanks at customer sites.
 Some of the benefits we provide for you:
@@ Line 26: / Line 26: @@
 * Forecasting
-This feature is available for:  Standard tracking and POD
+This feature is available for: Standard tracking and POD
-== How it Works  ==
+== How it Works ==
 [[File:Bulk Tank Delivery TAM 7 (2).pptx|thumb|Bulk Delivery on TAMobile 7]]
@@ Line 35: / Line 35: @@
 Once this module is turned on by TrackAbout Support you should see a couple of new options for Asset Types.
 You can find this in the TrackAbout Config > [https://www.trackabout.com/clt/setup/listAssetClassifications.aspx Asset Classifications] page.
-* "Is Bulk Tank" set this to Yes for your bulk tank assets
+* "Is Bulk Tank" - Set this to Yes for your bulk tank assets.
-* "Item Number for Bulk Fills". This is used for any integration or printing of receipts. In the example below this is a CO2 tank and so an item number of "CO2-LB" is used to indicate one pound of CO2 delivered to fill this tank.
+* "Item Number for Bulk Fills" - This is used for any integration or printing of receipts. In the example below this is a CO2 tank and so an item number of "CO2-LB" is used to indicate one pound of CO2 delivered to fill this tank.
 [[File:Bulk Delivery Asset Type Classifications.png|400px]]
@@ Line 48: / Line 48: @@
 === Mobile Data Collection: Tank Initialization (Add new bulk tank) ===
-First bulk tanks must be setup as assets in TrackAbout. They have some special properties and so require a special Add New action to initialize these bulk tank assets.
+Bulk tanks must first be setup as assets in TrackAbout. They have some special properties and so require a special Add New action to initialize these bulk tank assets.
-Once the Asset Type is set to "Is Bulk Tank = Yes" then the Add New process on the handheld will automatically ask for the extra info needed for bulk tanks.
+Once the Asset Type is set to "Is Bulk Tank = Yes", the Add New process on the handheld will automatically ask for the extra info needed for bulk tanks.
 This data is collected during the initial setup of a bulk tank in TrackAbout:
@@ Line 89: / Line 89: @@
 ==== TAMobile 7 Sample Screens====
-[[File:Picture11.jpg|205px]]  [[File:Picture12.jpg|200px]]  [[File:Picture18.jpg|190px]]  [[File:Picture15.jpg|200px]]  [[File:30.jpg|202px]]
+[[File:Picture11.jpg|205px]] [[File:Picture12.jpg|200px]] [[File:Picture18.jpg|190px]] [[File:Picture15.jpg|200px]] [[File:30.jpg|202px]]
 === Logic for Bulk Delivery ===
@@ Line 95: / Line 95: @@
 For example:
-If the user types in “60” for Volume Delivered and then attempts to proceed by selecting Next…
+If the user types in “60” for Volume Delivered and then attempts to proceed by selecting Next, the bulk tank logic recalls the Max Capacity value from the registration process and alerts the user if an error is encountered.
 [[File:BulkDeliveryLogic.jpg|200px]]
@@ Line 103: / Line 101: @@
 Additional Logic for Bulk Delivery:
-. Once user has selected
+. Once user has selected the Customer and Order #
-A notification will appear letting them know which customer they had selected and who the bulk tank belongs to actually.
+. If the user scans a bulk tank that belongs to a different customer, a notification will appear letting them know which customer they had selected and who the bulk tank belongs to actually.
 [[File:AdditionalLogicBulkDelivery.jpg|200px]]
@@ Line 114: / Line 109: @@
 === Delivery Forecasting ===
-This feature predicts when bulk tanks will need to be filled based on historical usage patterns.
+This feature predicts when bulk tanks will need to be filled based on historical usage patterns. There are 3 important pages:
 * Add Bulk Tank Forecast Model
@@ Line 127: / Line 121: @@
 ====Setting up Forecasting Models ====
-Use the '''Add Bulk Tank Forecast Model''' page to create your models.<br>
+Use the '''Add Bulk Tank Forecast Model''' page to create your models.<br />
 The only forecasting model supported today is a weighted average of the most recent 5 filling cycles. Each customer can be assigned to a different forecasting model.

@@ Line 52: / Line 52: @@
 Once the Asset Type is set to "Is Bulk Tank = Yes" then the Add New process on the handheld will automatically ask for the extra info needed for bulk tanks.
-This data is collected during the initial setup of a bulk tank in TrackAbout.
+This data is collected during the initial setup of a bulk tank in TrackAbout:
 *Barcode Number
 *Serial Number
@@ Line 65: / Line 65: @@
 [[Proof_of_Delivery_(Paperless_Delivery)|Delivery Process]]
 Note: Before doing a Bulk Delivery to a newly added bulk tank:

@@ Line 14: / Line 14: @@
 The TrackAbout Bulk Delivery and Forecasting Module is used to track deliveries of bulk products (liquid CO2, liquid oxygen, etc) into tanks at customer sites.
-*Printed delivery confirmation can be given to customers on the spot.
+Some of the benefits we provide for you:
-*This delivery data can be integrated back into business systems for billing.
+* Supports printed delivery confirmation to customers on the spot
-*Forecasting is provided to predict when customers will need to be resupplied.
+Three Easy Steps:
 == How it Works  ==

@@ Line 105: / Line 105: @@
 . If the user scans a bulk tank that belongs to a different customer…
-A notification will appear letting them know which customer they had selected and who the bulk tank belongs to.
+A notification will appear letting them know which customer they had selected and who the bulk tank belongs to actually.
 [[File:AdditionalLogicBulkDelivery.jpg|200px]]

@@ Line 105: / Line 105: @@
 . If the user scans a bulk tank that belongs to a different customer…
-A notification will appear letting them know which customer they had selected and who the bulk tank belongs to
+A notification will appear letting them know which customer they had selected and who the bulk tank belongs to.
 [[File:AdditionalLogicBulkDelivery.jpg|200px]]

@@ Line 88: / Line 88: @@
 [[File:Picture11.jpg|205px]]  [[File:Picture12.jpg|200px]]  [[File:Picture18.jpg|190px]]  [[File:Picture15.jpg|200px]]  [[File:30.jpg|202px]]
-=== Mobile Printing ===
+=== Logic for Bulk Delivery ===
-During the delivery process the user can print a delivery confirmation. Today this is done on a 4 inch wide rugged mobile printer connected to the handheld via Bluetooth wireless technology, but this could be done on other printers as well.
+Our Bulk Delivery Module follows your working environment, attitude and logic.
-The printout looks like the example below. The logo at the top of this receipt is editable as are the text at the top and bottom of the document.
+For example:
-[[Image:BulkForcastingPrintout.jpg|border]]
+The bulk tank logic recalls the Max Capacity value from the registration process and alerts the user if an error is encountered.
 === Delivery Forecasting ===

← Older revision		Revision as of 19:49, 24 April 2021
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	This feature predicts when bulk tanks will need to be filled based on historical usage patterns.		This feature predicts when bulk tanks will need to be filled based on historical usage patterns.
		+	There are 3 important pages:
		+
		+	* Add Bulk Tank Forecast Model
		+	* Bulk Tank Forecasting Report
		+	* List Bulk Tank Forecast Models
		+
		+

	[[File:Bulk Forecasting Reports.png\|430px]]		[[File:Bulk Forecasting Reports.png\|430px]]

← Older revision		Revision as of 19:44, 24 April 2021
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	This feature predicts when bulk tanks will need to be filled based on historical usage patterns.		This feature predicts when bulk tanks will need to be filled based on historical usage patterns.

−	[[File:Bulk Forecasting Reports.png\|~~440px~~]]	+	[[File:Bulk Forecasting Reports.png\|430px]]

@@ Line 116: / Line 116: @@
 [[File:ForecastingModel.jpg|750px]]
-=== Multiple tanks with one customer ===
+=== List Bulk Tank Forecast Models ===
-For forecasts, multiple tanks on a single customer number will be treated like one big tank.
+You can choose in the system, from the List the Bulk Tank Model, which one is the most suitable for your operations and forecasting the upcoming bulk deliveries.
-So for example if a customer had 2 tanks with a capacity of 300 lbs each, the forecast would act as if the customer had a single tank of 600 lb capacity.
 === Configuration ===

@@ Line 112: / Line 112: @@
 The '''Bulk Tank Forecasting Report''' allows users to view bulk tanks with planned delivery dates in the near future.
-[[File:BulkTankForecasting.jpg|400px]]
+[[File:BulkTankForecasting.jpg|330px]]
 [[File:ForecastingModel.jpg|750px]]