Mobile Ordering - Revision history

Tdames: /* How it Works */

2017-05-11T20:13:04Z

How it Works

2017-05-11T20:10:18Z

Order Planning

2017-05-11T20:08:09Z

2017-05-11T20:04:48Z

Keywords

2017-05-11T20:03:51Z

How it Works

2017-05-11T20:02:12Z

2017-05-11T20:00:26Z

2017-05-11T19:27:18Z

2017-05-11T19:02:34Z

Customizing it for You

2017-05-11T18:56:06Z

Overview

@@ Line 15: / Line 15: @@
 ==How it Works==
+<br>
 '''NOTE:''' See a detailed review of the entire mobile ordering process in this [[:File:Smartphone Order Tools.pptx | Mobile Ordering presentation]]

@@ Line 53: / Line 53: @@
 As long as you have a wireless or cellular connection, order information submitted from your iOS or Android device will be immediately saved to your TrackAbout website.
-TrackAbout can be configured to assign an email to each internal location/branch.  When orders are submitted, an email will be sent to the location’s contact to alert them of the new order.
+TrackAbout can be configured to assign an email to each internal location/branch.  When orders are submitted, an email will be sent to the location’s contact to alert them of the new order. For information on how to manage orders, see [[Order Planning]].
 ==How to get started==

@@ Line 40: / Line 40: @@
 <br>
 <div><ul>
-<li style="display: inline-block;"> [[File:CreateOrder type.png|thumb|none|200px|Select order type]] </li>
+<li style="display: inline-block;"> [[File:CreateOrder type.png|thumb|none|300px|Select order type]] </li>
-<li style="display: inline-block;"> [[File:Order info.png|thumb|none|200px|Enter order details]] </li>
+<li style="display: inline-block;"> [[File:Order info.png|thumb|none|300px|Enter order details]] </li>
-<li style="display: inline-block;"> [[File:Search and select.png|thumb|none|200px|Select product code]] </li>
+<li style="display: inline-block;"> [[File:Search and select.png|thumb|none|300px|Select product code]] </li>
 </ul></div>
 <div><ul>
-<li style="display: inline-block;"> [[File:Adjust quantity.png|thumb|none|200px|Adjust quantities]] </li>
+<li style="display: inline-block;"> [[File:Adjust quantity.png|thumb|none|300px|Adjust quantities]] </li>
-<li style="display: inline-block;"> [[File:Scan existing asset.png|thumb|none|200px|Scan an existing asset]] </li>
+<li style="display: inline-block;"> [[File:Scan existing asset.png|thumb|none|300px|Scan an existing asset]] </li>
-<li style="display: inline-block;"> [[File:Review and save.png|thumb|none|200px|Review and save]] </li>
+<li style="display: inline-block;"> [[File:Review and save.png|thumb|none|300px|Review and save]] </li>
 </ul></div>

← Older revision		Revision as of 20:04, 11 May 2017
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	==Keywords==		==Keywords==
		+	order tools, request assets, request tools, place order, create order

@@ Line 16: / Line 16: @@
 ==How it Works==
-'''NOTE:''' See the entire process in this [[:File:Smartphone Order Tools.pptx | Mobile Ordering presentation]]
+'''NOTE:''' See a detailed review of the entire mobile ordering process in this [[:File:Smartphone Order Tools.pptx | Mobile Ordering presentation]]
 ===Create Order===
@@ Line 24: / Line 24: @@
 First, you’ll choose the order type, Customer/Job Site Delivery or Inter-Branch Transfer.
-Next, depending on the kind of Order you’re creating, you will choose:
+Depending on the kind of Order you’re creating, you will then enter:
 *Customer or Location receiving the order
@@ Line 31: / Line 31: @@
 *Order Details – These are notes specific to the order such as “Deliver to Foreman’s Shed”, “Delivery to be received by Walter”.
+Next, add items for Delivery or Return based on product code and quantity. There are three ways to do this:
 *Manually search for product codes and enter by quantity

@@ Line 30: / Line 30: @@
 *Purchase Order Number (if applicable)
 *Order Details – These are notes specific to the order such as “Deliver to Foreman’s Shed”, “Delivery to be received by Walter”.
 Now, you will add items for Delivery or Return based on product code and quantity. There are three ways to do this:
-*Manually search for product codes and enter by quantityManual Pcode selection
+*Manually search for product codes and enter by quantity
-*Scan an existing asset to look up its Product Code and add that product to the order.Scan to find Pcode
+*Scan an existing asset to look up its Product Code and add that product to the order
-*Click the button to Return All Assets at Jobsite to identify all known assets at the customer/jobsite and edit the Delivery and Return quantities for those specific products
+*Click the button to 'Return All Assets at Customer' to identify all known assets at the customer/jobsite and edit the Delivery and Return quantities for those specific products
 Finally, review your Order and Save.

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 ==Customizing it for You==
-Please contact your [[Contact_Us|TrackAbout Support Team]]
+Your [[Contact_Us|TrackAbout Support Team]] will help you configure a default order number format to generate a unique order number each time a new order is submitted, and will enable the ability for you to set a default email template to be sent to a location's contact for new orders.
 ==Notes==
 ==Keywords==

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 }}
 ==Overview==
-TrackAbout mobile users can now create customer orders or inter-branch transfer orders on the spot right from an iOS or Android device.
+TrackAbout mobile users can now create customer orders or inter-branch transfer orders from an iOS or Android device.
 This feature is particularly useful in scenarios where:
@@ Line 12: / Line 12: @@
 ===Why do you need it===
 Reduce paperwork, phone calls and emails to communicate with Ordering / Warehouse Managers.
 ==How it Works==