Proof of Delivery (Paperless Delivery) - Revision history

Eschurdak: /* Orders Requirements */

2020-09-21T12:08:26Z

Orders Requirements

Eschurdak: /* Optional = */

2020-09-21T12:06:28Z

Optional =

Jgullickson: /* Counter Sales */

2020-04-07T17:25:32Z

Counter Sales

Jgullickson: /* Orders Requirements */

2020-04-07T17:20:10Z

Orders Requirements

Jgullickson: /* Orders Requirements */

2020-02-26T13:44:51Z

Orders Requirements

Jgullickson: /* Screen Shots */

2020-02-26T13:43:37Z

Screen Shots

Jgullickson at 17:28, 30 March 2018

2018-03-30T17:28:13Z

Jgullickson at 17:57, 25 February 2018

2018-02-25T17:57:56Z

Aneubert at 16:44, 19 August 2016

2016-08-19T16:44:24Z

Jwolbert at 03:05, 21 June 2016

2016-06-21T03:05:03Z

@@ Line 92: / Line 92: @@
 *'''Trip'''
 **Puts orders into groups by Trip Number. Can be the entire route or a subset of the route. If only some orders are not populating, check the trip drop-down box at the top of the order list screen.
-** A trip can be in any format, but trip numbers must be unique per day, per truck.
+** A trip can be in any format, but trip numbers must be unique per day, per truck run.
 ***Trip Number Suggestions:
 **** Planned delivery date
@@ Line 98: / Line 98: @@
 ****"1,2,3,..." Groups of deliveries by stops for Universities
 **** Geographical area
-**Only available in TAMobile 6
+**Only available in TAMobile 6 and TAM7
 *'''Order Date'''
 *'''Planned Delivery Date'''
@@ Line 109: / Line 107: @@
 ** However, if delivering an asset for which its classification is unknown, you will be required to select a Billing Code from a list when classifying the asset, pending fix of D-02717.
 ** Therefore, at least one Billing Code needs to be established.
-** We recommend “T” (Handhelds only show one letter.)
+** We recommend “X” (Handhelds only show one letter.)
 ===Counter Sales ===

@@ Line 122: / Line 122: @@
 This will allow operators to see the Orders that pertain to their trip/route, but will load assets from the whole branch (that have been active within 90 days) onto the handheld.<br>
-===Optional ====
+===Optional ===
 '''Sequence'''
 The sequence number field is an integer with a maximum value of 255.

@@ Line 112: / Line 112: @@
 ===Counter Sales ===
-Some clients sell product/cylinders inside retail shops and not by way of truck deliveries. In this scenario, set up should be as follow:
+Some clients sell product/cylinders inside retail shops and not by way of truck deliveries. In this scenario, set up should be as follow:<br>
-Pending Orders : Should be sent to TrackAbout without a Truck, but should still include the Trip and Route Devices: Should be set with the "Load Inventory for this Truck or Branch" = the branch from which they will be doing counter sales. Also, be sure to set to the route that matches the orders.
+Pending Orders : Should be sent to TrackAbout without a Truck, but should still include the Trip and Route. <br>
-This will allow operators to see the Orders that pertain to their trip/route, but will load assets from the whole branch (that have been active within 90 days) onto the handheld.
+Devices: Should be set with the "Load Inventory for this Truck or Branch" = the branch from which they will be doing counter sales. <br>
 ===Optional ====

@@ Line 110: / Line 110: @@
 ** Therefore, at least one Billing Code needs to be established.
 ** We recommend “T” (Handhelds only show one letter.)
 ===Optional ====

@@ Line 110: / Line 110: @@
 ** Therefore, at least one Billing Code needs to be established.
 ** We recommend “T” (Handhelds only show one letter.)
 ==Order Management ==

@@ Line 63: / Line 63: @@
 == Screen Shots ==
-:::[[Image:PaperlessScreenshots.jpg|border]]
+<!--:::[[Image:PaperlessScreenshots.jpg|border]]
+-->
 == Mobile Computer Setup (TAMobile 6) ==

@@ Line 28: / Line 28: @@
 :::[[Image:PaperlessDeliveryFlow.jpg|border|600px]]
-== Billing Codes ==
+==How does it work? ==
 Billing code are needed by some customer to help them bill properly based on asset ownership during paperless deliveries. A Billing Code is a short code that is used in some accounting systems for pricing of products for delivery and also for pricing of cylinder rental. This is not a permanent property of the asset. It is just the code under which the asset was transferred to the customer on a given order.
 Some gas distributors use the billing code in their accounting system to bill for the same type (e.g. product code/asset type) of asset differently based on whether or not that asset is owned by the target customer. They send TrackAbout this "billing code" via paperless delivery integration because they need it when actually picking which cylinders are going to get left with which customers and they need it to reconcile with their accounting system via invoice comparison later on.
@@ Line 49: / Line 60: @@
 Billing codes are setup by the TrackAbout support staff. There is currently no tools or API calls to set billing codes.
 == Screen Shots ==
@@ Line 54: / Line 66: @@
-== Details/Notes ==
+== Mobile Computer Setup (TAMobile 6) ==
 === Deliveries from the Dock/Branch ===
@@ Line 62: / Line 79: @@
 A good way to find the assets that will be sent down is to use the "Only show assets that were on a record in the past X days" option in the Current Inventory page
 ==Orders Requirements==
@@ Line 101: / Line 111: @@
 ** We recommend “T” (Handhelds only show one letter.)
 ==Proof of Delivery Receipt==
 Sample [[Proof of Delivery Receipt|receipts]]

@@ Line 1: / Line 1: @@
 {{TrackAbout Module
 |Module Description=TrackAbout’s Proof of Delivery module allows drivers and dock workers to record customer deliveries without needing a paper copy of the order.
-|Supported In=TAMobile 5, TAMobile 6 Rugged, TAMobile 6 Desktop
+|Supported In=TAMobile 5, TAMobile 6 Rugged, TAMobile 6 Desktop, TAMobile Android, TAMobile iOS
 |Business Process=Asset Management, Distribution, Supply Chain
 }}

← Older revision		Revision as of 03:05, 21 June 2016
Line 1:		Line 1:
		+	{{TrackAbout Module
		+	\|Module Description=TrackAbout’s Proof of Delivery module allows drivers and dock workers to record customer deliveries without needing a paper copy of the order.
		+	\|Supported In=TAMobile 5, TAMobile 6 Rugged, TAMobile 6 Desktop
		+	\|Business Process=Asset Management, Distribution, Supply Chain
		+	}}
	[[Module_Overviews\|<< Back to Module Overviews]]		[[Module_Overviews\|<< Back to Module Overviews]]
	[[Category:TrackAbout Module]]		[[Category:TrackAbout Module]]