Delivery without Customer or Invoice - Revision history

Jgreco: Initial proofread pass - docs

2021-11-29T19:38:20Z

Initial proofread pass - docs

Jwolbert at 14:39, 21 June 2016

2016-06-21T14:39:29Z

Jwolbert at 19:36, 22 April 2016

2016-04-22T19:36:09Z

Jwolbert: Created page with "== Summary == This is a feature available for customers conducting Standard Deliveries/Returns In some cases your Driver or Dock Worker may need t..."

2016-04-22T19:29:32Z

Created page with "== Summary == This is a feature available for customers conducting Standard Deliveries/Returns In some cases your Driver or Dock Worker may need t..."

New page

== Summary ==

This is a feature available for customers conducting [[Deliver/Return_Action|Standard Deliveries/Returns]]

In some cases your Driver or Dock Worker may need to complete a delivery action without knowing a Customer's ID number or without having an Invoice number. This feature allows your operator to complete the transaction despite the missing information. Then, admin personnel will be able to update the delivery with the correct information during the verification process.

==Work Flow ==

When this feature is enabled your operators will have a "Don't Have Info" button available during the Delivery flow.

[[File:Delivery No Customer_Invoice1.png|400px]]

[[File:Delivery No Customer_Invoice2.png|400px]]

==Verification Process==

@@ Line 6: / Line 6: @@
 == Summary ==
-This is a feature available for customers conducting [[Deliver/Return_Action|Standard Deliveries/Returns]]
+This is a feature available for customers conducting [[Deliver/Return_Action|Standard Deliveries/Returns]].
-In some cases your Driver or Dock Worker may need to complete a delivery action without knowing a Customer's ID number or without having an Invoice number.  This feature allows your operator to complete the transaction despite the missing information.  Then, admin personnel will be able to update the delivery with the correct information during the verification process.
+In some cases your Driver or Dock Worker may need to complete a delivery action without knowing a Customer's ID number or without having an Invoice number. This feature allows your operator to complete the transaction despite the missing information. Then, admin personnel will be able to update the delivery with the correct information during the verification process.
@@ Line 24: / Line 24: @@
 Once the record has been saved, it will show up on the Verification page and would require manual review for verification.
-As you can see on the record, TrackAbout will auto-populate the Customer number with a fake number to indicate missing Customer information.  (The fake number is chosen by the client during set up).
+As you can see on the record, TrackAbout will auto-populate the Customer number with a fake number to indicate missing Customer information. (The fake number is chosen by the client during set up).
 [[File:Delivery No Customer_Invoice Editing.png|400px]]
-There will also be a note on the record to display the customer information manually entered during the time of the transaction.  This note information (it should be the customer name), will help the TA admin edit the delivery record.
+There will also be a note on the record to display the customer information manually entered during the time of the transaction. This note information (it should be the customer name), will help the TA admin edit the delivery record.
 Using the record editing tools, '''Change Customer''' and '''Change Invoice Number''', the TA admin should correct the record and verify it.

← Older revision		Revision as of 14:39, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Feature
		+	\|Parent Module=Core Tracking
		+	\|Feature Description=This feature allows your operator to complete a delivery transaction despite missing customer or invoice information.
		+	\|Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged
		+	}}
	== Summary ==		== Summary ==

← Older revision		Revision as of 19:36, 22 April 2016
Line 16:		Line 16:

	==Verification Process==		==Verification Process==
		+
		+	Once the record has been saved, it will show up on the Verification page and would require manual review for verification.
		+
		+	As you can see on the record, TrackAbout will auto-populate the Customer number with a fake number to indicate missing Customer information. (The fake number is chosen by the client during set up).
		+
		+	[[File:Delivery No Customer_Invoice Editing.png\|400px]]
		+
		+
		+	There will also be a note on the record to display the customer information manually entered during the time of the transaction. This note information (it should be the customer name), will help the TA admin edit the delivery record.
		+
		+	Using the record editing tools, '''Change Customer''' and '''Change Invoice Number''', the TA admin should correct the record and verify it.