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Difference between revisions of "Customer Portal (Follow-On Tracking)"
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The Follow-On Tracking<sup>TM</sup> Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries. | The Follow-On Tracking<sup>TM</sup> Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries. | ||
Revision as of 12:01, 9 March 2010
The Follow-On TrackingTM Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
The Problem
- You sell the same products as your competitors and so need to find ways to different your company from competitors
- You have customers that demand the ability to see assets and deliveries online
Overview
- Grant your customers permission to log into TrackAbout and view information about their assets
- Permissions are limited so a customer can only see their own information
- A customer can setup administrator users and manage their own logins
- With permission, customers can move assets around internally
Visible Data
- Asset Balance: View asset balance as of now or as of a time in the past
- Asset List: View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc
- Transfer Activity: Proof of delivery confirmations including signature capture and POs
- Asset Search: Find assets by tracking number or search on other characteristics
- Delivery Search: Search for delivery by invoice number or PO number
- Inventory Worksheet: Printable worksheet for doing an inventory audit - including tracking numbers of unique assets
- Unexpected Transfers: View cases where one department returns assets assigned to another department
- Certificates of Analysis: Look up Certificates of Analysis (COAs) by lot# or for an individual asset
- Move assets: Move assets from website or from mobile handheld computer
Follow-On TrackingTM Levels
Each end customer falls into one of these two levels of overall permissions
Viewer Level
- View information about assets and deliveries
- Manage internal users and their permissions
Tracker Level
- View information about assets and deliveries
- Manage internal users and their permissions
- Create internal inventory locations
- Move assets around via the website
- Move assets around using mobile computers with or without scanners