Order Planning - Revision history

Jgullickson: /* How does it work? */

2019-07-03T16:36:05Z

How does it work?

2019-01-25T13:02:04Z

Overview

2017-12-22T19:32:38Z

Backorders

2017-12-22T19:32:25Z

Backorders

2017-12-22T17:04:35Z

Backorders

2017-12-22T16:55:12Z

Backorders

2017-12-22T16:54:07Z

How does it work?

2017-05-11T20:13:54Z

2017-05-11T20:11:19Z

2016-09-16T12:26:47Z

@@ Line 14: / Line 14: @@
 ==How does it work?==
-For Orders to show on this page, they must already exist in your TrackAbout system.  Orders can be created via Orders Integration, or manually created through the Create Order page.
+For Orders to show on this page, they must already exist in your TrackAbout system.  Orders can be created via
 To use the Order Planning page, begin by using the '''Enter Order Filter Criteria''' to find the Orders you want to update.  Filtering is available by:
@@ Line 52: / Line 56: @@
 * You will need to add a new Order/Invoice number, and update the delivery date, if needed.
 ==How do I get it?==
 This tool is available to TrackAbout customer using Core Tracking Delivery or Proof of Delivery.  Talk to your TrackAbout Support Specialist if you have questions about how to use this tool.

@@ Line 5: / Line 5: @@
 }}
 ==Overview==
-As of August 2016, the page formally known as Make a Trip is being changed to Order Planning.
+This tool allows you to manage how Orders are grouped together into Trips, which orders are assigned to each of your trucks, and when orders are scheduled to go out to customers.
 [[File:OrderPlanningAWS.png|400px]]
-The Order Planning tool provides users a way to make changes to their pending deliveries.  This tool allows you to manage how Orders are grouped together into Trips, which orders are assigned to each of your trucks, and when orders are scheduled to go out to customers.
+''Note: This page was formally known as Make a Trip''
 ==How does it work?==

@@ Line 47: / Line 47: @@
 * The Add New Order page will open. The advantages of using the Back Order interface to create a new order are:
 ** The Customer ID, Deliver From Location, Truck, and Invoice Date are all prepopulated for you based on the original order, although these can be changed.
-** The Back Order Interface automatically pulls in all of the line items from the original order. With the simply click of the mouse, you can remove the items which have already been delivered, or edit the quantities as needed.
+** The Back Order Interface automatically pulls in all of the line items from the original order. With the simple click of the mouse, you can remove the items which have already been delivered, or edit the quantities as needed.
 ** You can add additional items which were not on the original order.

@@ Line 40: / Line 40: @@
 * On the Order Planning page, orders which have already been delivered, even if not totally fulfilled, are indicated by an asterisk next to the Planned Delivery Date.
-[[File:Delivered_Order_Planning.png|400px]]
+[[File:Delivered_Order_Planning.png|600px]]
 * Click the Select box to the left of the Order for which you'd like to create a Back Order, and then click the Back Order button.
-[[File:SelectOrder_Order_Planning.png|400px]]
+[[File:SelectOrder_Order_Planning.png|600px]]
 * The Add New Order page will open. The advantages of using the Back Order interface to create a new order are:

@@ Line 44: / Line 44: @@
 * Click the Select box to the left of the Order for which you'd like to create a Back Order, and then click the Back Order button.
 [[File:SelectOrder_Order_Planning.png|400px]]
 ==How do I get it?==
 This tool is available to TrackAbout customer using Core Tracking Delivery or Proof of Delivery.  Talk to your TrackAbout Support Specialist if you have questions about how to use this tool.

@@ Line 2: / Line 2: @@
 |Parent Module=Core Tracking
 |Feature Description=Manage Pending Deliveries (Orders)
-|Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged
+|Supported In=TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS
 }}
 ==Overview==

@@ Line 32: / Line 32: @@
 Tap the '''Change''' button and select the kind of change you need to make.
-[[File:Change Order Info.png|400px]]
+[[File:Change Order Info.png|200px]]
 Changes will be automatically reflected on your Orders/Pending Deliveries.
 This tool is available to TrackAbout customer using Core Tracking Delivery or Proof of Delivery.  Talk to your TrackAbout Support Specialist if you have questions about how to use this tool.