Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Difference between revisions of "Deliver/Return Action"
m |
|||
| Line 21: | Line 21: | ||
*Print a delivery receipt | *Print a delivery receipt | ||
*Save the action | *Save the action | ||
| + | |||
| + | == TAM6 Standard Delivery Work Flow == | ||
| + | |||
| + | The screens shown on the handheld will vary depending on how your Delivery feature is configured. Here is a graphic to show some of the possible workflows: | ||
| + | |||
| + | [[File:CF_Standard_Delivery_Workflow.png|400px]] | ||
| + | |||
'''NOTE:''' If using the Truck Load / unload module, the user logged in ''must'' be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.<br> | '''NOTE:''' If using the Truck Load / unload module, the user logged in ''must'' be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.<br> | ||
Revision as of 16:50, 4 March 2016
Go to: Truck Load Unload and Reconciliation main page
Summary
This action is sometimes called Basic Delivery, Standard Delivery, Standard Deliver/Return or Non-Paperless Delivery. This is the delivery workflow that customers who do not use Proof of Delivery would use.
At its heart, the core of delivery is that a user, usually a truck driver, is fulfilling an order. They are delivering ordered goods to a customer and possibly picking up returnable or empty goods.
Features
This action provides the following capabilities, many of which are enabled or disabled by configuration:
- Select Truck
- Pre-Count Delivery Quantity
- Collect Delivery/Order Info (order header info and notes)
- Scan or Collect Assets
- Recording Assets by tag number
- Recording Assets by serial number
- Permit Not-Scanned asset delivers and returns
- Collect Common Carrier info (think Fed-Ex, UPS)
- Deliver consumables aka hard goods
- Collect signature and signer's name
- Confirm quantities before saving
- Print a delivery receipt
- Save the action
TAM6 Standard Delivery Work Flow
The screens shown on the handheld will vary depending on how your Delivery feature is configured. Here is a graphic to show some of the possible workflows:
NOTE: If using the Truck Load / unload module, the user logged in must be set up as a Truck Driver in order for his/her deliveries to be included when reconciling the truck load at the end of the day.