Consumables and Hard Goods - Revision history

Jgreco: Initial proofread pass - docs

2021-11-18T21:47:27Z

Initial proofread pass - docs

Jwolbert at 13:16, 21 June 2016

2016-06-21T13:16:44Z

Jwolbert at 17:26, 28 April 2016

2016-04-28T17:26:49Z

Jwolbert: Jwolbert moved page Consumables to Consumables and Hard Goods: Functionality covers both kinds of products.

2016-04-22T19:43:51Z

Jwolbert moved page Consumables to Consumables and Hard Goods: Functionality covers both kinds of products.

Yrobinet at 19:29, 18 November 2015

2015-11-18T19:29:19Z

Yrobinet at 19:27, 18 November 2015

2015-11-18T19:27:52Z

Jolenick: /* Overview */

2015-04-27T16:48:55Z

Overview

Yrobinet: /* Charging for Consumables */

2015-03-13T20:27:06Z

Charging for Consumables

Yrobinet: /* Creating New Hard Goods */

2015-03-13T20:23:01Z

Creating New Hard Goods

Lpickett: /* Setting up Consumable Rates */

2015-02-10T20:27:26Z

Setting up Consumable Rates

@@ Line 9: / Line 9: @@
 == Overview ==
-What are Consumables and Hard Goods?  These are items that you provide to you customers which you don’t expect them to return.  These could be items such as medical tubing, welding wire, gloves, goggles, etc.  You may not need to track each of these items individually, but you need to know how many and of what type made it to the customer.  You can deliver these, and bill them, right out of TrackAbout.
+What are Consumables and Hard Goods? These are items that you provide to you customers which you don’t expect them to return. These could be items such as medical tubing, welding wire, gloves, goggles, etc. You may not need to track each of these items individually, but you need to know how many and of what type made it to the customer. You can deliver these, and bill them, right out of TrackAbout.
-TrackAbout provides the ability to deliver consumable and hard good items to customers right along side with tracked assets.  In addition, when using Equipment Rental through the TrackAbout Rental module, you can bill customers for those items on the same TrackAbout rental invoice generated for regular monthly rental.
+TrackAbout provides the ability to deliver consumable and hard good items to customers right along side with tracked assets. In addition, when using Equipment Rental through the TrackAbout Rental module, you can bill customers for those items on the same TrackAbout rental invoice generated for regular monthly rental.
 The Hard Goods feature is part of our [[Proof_of_Delivery_(Paperless_Delivery)|Proof of Delivery (POD)]] module.
@@ Line 17: / Line 17: @@
 == Creating New Hard Goods ==
 <br>
-Just like for other assets tracked within Trackabout, all Consumables will have Product Codes associated with them.  <br>
+Just like for other assets tracked within TrackAbout, all Consumables will have Product Codes associated with them. <br>
 Hard Goods or Consumables can be added from '''Consumable Good Product Code''' page.<br>
@@ Line 29: / Line 29: @@
 == Consumables on TrackAbout Mobile ==
-We have the ability to include Hard goods in different device specific actions e.g. Delivery action. <br>
+We have the ability to include hard goods in different device specific actions e.g. Delivery action. <br>
 === Consumable/Hard Goods Delivery Sequence ===
-Note that the screens are subject to changes.
+Note: The screens shown are subject to change.
 {| style="background: transparent"
@@ Line 47: / Line 47: @@
 == Scanning Consumables ==
-The hardgoods filter box used to select a Hardgood product during delivery is a scannable field. Clients can use this field to their advantage by including the UPC number in the Hardgood Product Description on the AWS.  This way when users scan the UPC code for the product, the filter will recognize the UPC number as part of the description and bring up the correct product.  We recommend clients include this UPC number at the end of the product code description.  https://www.trackabout.com/clt/setup/hardgoodCodes.aspx
+The hardgoods filter box used to select a Hardgood product during delivery is a scannable field. Clients can use this field to their advantage by including the UPC number in the Hardgood Product Description on the AWS. This way when users scan the UPC code for the product, the filter will recognize the UPC number as part of the description and bring up the correct product. We recommend clients include this UPC number at the end of the product code description. https://www.trackabout.com/clt/setup/hardgoodCodes.aspx
-This work in regular deliveries and Proof Of Delivery (POD).
+This works in regular deliveries and Proof Of Delivery (POD).
 [[File:hardgood barcode.png|400px]]
@@ Line 56: / Line 56: @@
 === Setting up Consumable Rates ===
-Purchase prices for Consumables are set up in similar ways to rental rates; for Example the Standard Rates, Rate Brackets and Customer Rate Tables. Once Hard Goods exist in TrackAbout, then the Standard Rates page, the Edit-Rates section of the Rate Brackets page, and the Edit-Rates section of the Customer-Specific-Rates page will all show a section for Hard Goods where Hard Goods' rates can be set.<br>
+Purchase prices for Consumables are set up in similar ways to rental rates (for example Standard Rates, Rate Brackets and Customer Rate Tables). Once Hard Goods exist in TrackAbout, the Standard Rates page, the Edit-Rates section of the Rate Brackets page, and the Edit-Rates section of the Customer-Specific-Rates page will all show a section for Hard Goods where Hard Goods' rates can be set.<br>
 Consumables can be billed with Equipment Rental ''only.'' They cannot be billed with Cylinder Rental.
@@ Line 62: / Line 62: @@
 === Displaying Consumables on Rental Invoices ===
-Consumables can be invoiced along with Trackabout Rental Bills.  This would be a one time charge and would display at the bottom of a normal rental invoice.
+Consumables can be invoiced along with TrackAbout Rental Bills. This would be a one time charge and would display at the bottom of a normal rental invoice.
 [[Category:Rental]]

← Older revision		Revision as of 13:16, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=TrackAbout provides the ability to deliver and bill for items non-returnable items.
		+	\|Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged
		+	}}
	[[Rental\|<< Back to Rental Module]]		[[Rental\|<< Back to Rental Module]]

@@ Line 3: / Line 3: @@
 == Overview ==
-Examples of Hardgoods include items like welding wire. <br>
+What are Consumables and Hard Goods?  These are items that you provide to you customers which you don’t expect them to return.  These could be items such as medical tubing, welding wire, gloves, goggles, etc.  You may not need to track each of these items individually, but you need to know how many and of what type made it to the customer.  You can deliver these, and bill them, right out of TrackAbout.
-The Hard Goods feature is part of our Proof of Delivery (POD) module.
+TrackAbout provides the ability to deliver consumable and hard good items to customers right along side with tracked assets.  In addition, when using Equipment Rental through the TrackAbout Rental module, you can bill customers for those items on the same TrackAbout rental invoice generated for regular monthly rental.
 == Creating New Hard Goods ==

@@ Line 8: / Line 8: @@
 Examples of Hardgoods include items like welding wire. <br>
-The Hard Goods feature is part of our Point of Delivery (POD) module.
+The Hard Goods feature is part of our Proof of Delivery (POD) module.
 == Creating New Hard Goods ==
@@ Line 44: / Line 44: @@
 The hardgoods filter box used to select a Hardgood product during delivery is a scannable field. Clients can use this field to their advantage by including the UPC number in the Hardgood Product Description on the AWS.  This way when users scan the UPC code for the product, the filter will recognize the UPC number as part of the description and bring up the correct product.  We recommend clients include this UPC number at the end of the product code description.  https://www.trackabout.com/clt/setup/hardgoodCodes.aspx
-This work in regular deliveries and Point Of Delivery (POD).
+This work in regular deliveries and Proof Of Delivery (POD).
 [[File:hardgood barcode.png|400px]]

@@ Line 28: / Line 28: @@
 === Consumable/Hard Goods Delivery Sequence ===
 Note that the screens are subject to changes.
 {| style="background: transparent"
@@ Line 83: / Line 39: @@
 | valign="top" |[[File:Hard_Goods14.png|300px|thumb|left|Check delivered items and quantities.]]
 | valign="top" |[[File:Hard_Goods17.png|300px|thumb|left|Final check. Collect signature then save and print the Proof of Delivery receipt.]]
 |}

@@ Line 94: / Line 94: @@
 | Final check. Collect signature then save and print Proof of Delivery receipt.
 |}
 == Charging for Consumables ==

@@ Line 20: / Line 20: @@
 Click on the '''Add New Product Code''' link to add a new hard good.<br>
 The added hard goods can be marked as deactivated if the code is no longer needed.<br>
 == Consumables on TrackAbout Mobile ==

← Older revision		Revision as of 20:27, 10 February 2015
Line 97:		Line 97:

	Purchase prices for Consumables are set up in similar ways to rental rates; for Example the Standard Rates, Rate Brackets and Customer Rate Tables. Once Hard Goods exist in TrackAbout, then the Standard Rates page, the Edit-Rates section of the Rate Brackets page, and the Edit-Rates section of the Customer-Specific-Rates page will all show a section for Hard Goods where Hard Goods' rates can be set.<br>		Purchase prices for Consumables are set up in similar ways to rental rates; for Example the Standard Rates, Rate Brackets and Customer Rate Tables. Once Hard Goods exist in TrackAbout, then the Standard Rates page, the Edit-Rates section of the Rate Brackets page, and the Edit-Rates section of the Customer-Specific-Rates page will all show a section for Hard Goods where Hard Goods' rates can be set.<br>
		+
		+	Consumables can be billed with Equipment Rental ''only.'' They cannot be billed with Cylinder Rental.

	=== Displaying Consumables on Rental Invoices ===		=== Displaying Consumables on Rental Invoices ===