Deliver/Return Action

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)
• Deliver Assets without knowing a Customer or Invoice Number
• 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.

Verifications

TrackAbout provides a delivery verification process to manage transactions being made with your customers. Please refer to our Key Concepts for more information about verifications.

Demo and Questions

Please feel free to contact our Support Team to set up a demonstration and answer your questions about Standard Delivery.

Delivery: No Barcode Button Flow Chart