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 "Free Trial Guide"
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| − | =Quick Start Guide= | + | =Quick Start Guide= <!--T:1--> |
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Welcome to TrackAbout! This Free Trial Guide will provide you with information and tools to guide you through your 14 Day Free Trial. | Welcome to TrackAbout! This Free Trial Guide will provide you with information and tools to guide you through your 14 Day Free Trial. | ||
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The Free Trial Guide is divided into three segments: | The Free Trial Guide is divided into three segments: | ||
| + | <!--T:4--> | ||
#Setting up Data - Set up your TrackAbout environment. | #Setting up Data - Set up your TrackAbout environment. | ||
#Capturing Data - Now that your environment is ready to go, it's time to start collecting data. | #Capturing Data - Now that your environment is ready to go, it's time to start collecting data. | ||
#Reviewing Data - Finally, now that you have data, this page will guide you through how to use it. | #Reviewing Data - Finally, now that you have data, this page will guide you through how to use it. | ||
| + | <!--T:5--> | ||
If you should need assistance at any point throughout your Free Trial, please contact our Free Trial Experts at | If you should need assistance at any point throughout your Free Trial, please contact our Free Trial Experts at | ||
| + | <!--T:6--> | ||
412.269.0446<br> | 412.269.0446<br> | ||
sales@trackabout.com | sales@trackabout.com | ||
| − | =Setting up Data= | + | =Setting up Data= <!--T:7--> |
| − | ==Logging in== | + | ==Logging in== <!--T:8--> |
| + | <!--T:9--> | ||
[[File:CorporateSite_LoginLink.png|right| 800px]] | [[File:CorporateSite_LoginLink.png|right| 800px]] | ||
| + | <!--T:10--> | ||
If you followed through the first stages of your Free Trial you will have received an email with a link for you to set a password and then log into the site. | If you followed through the first stages of your Free Trial you will have received an email with a link for you to set a password and then log into the site. | ||
(If you've had any problem setting up your password or did not receive an email after registering for your Free Trial please call 412.269.xxxx) | (If you've had any problem setting up your password or did not receive an email after registering for your Free Trial please call 412.269.xxxx) | ||
| + | <!--T:11--> | ||
To Log In | To Log In | ||
*Go to [https://www.trackabout.com/public/login.aspx TrackAbout Login Page] or | *Go to [https://www.trackabout.com/public/login.aspx TrackAbout Login Page] or | ||
*Go to [https://www.trackabout.com trackabout.com TrackAbout Corporate Site] and click the "Login" link in the upper right corner of this page. | *Go to [https://www.trackabout.com trackabout.com TrackAbout Corporate Site] and click the "Login" link in the upper right corner of this page. | ||
| + | <!--T:12--> | ||
*Use your email address and your new password to login to the site. | *Use your email address and your new password to login to the site. | ||
| − | ==Site Navigation== | + | ==Site Navigation== <!--T:13--> |
| + | <!--T:14--> | ||
[[File:TrackAbout_HomePageIntro.png|left|600px]] | [[File:TrackAbout_HomePageIntro.png|left|600px]] | ||
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Your TrackAbout webpage is split into 4 sections | Your TrackAbout webpage is split into 4 sections | ||
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1. '''The Quick Search box''' - This set of fields allows you to search by particular identifiers. The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu. | 1. '''The Quick Search box''' - This set of fields allows you to search by particular identifiers. The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu. | ||
<br> | <br> | ||
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<br> | <br> | ||
<br> | <br> | ||
| − | ==Setting up Basic Information== | + | ==Setting up Basic Information== <!--T:17--> |
| + | <!--T:18--> | ||
As you may have seen during the hands on demo portion of the Free Trial, there are various kinds of information that need to be set up to track your assets. The next steps will help you set up your: | As you may have seen during the hands on demo portion of the Free Trial, there are various kinds of information that need to be set up to track your assets. The next steps will help you set up your: | ||
| + | <!--T:19--> | ||
*Locations | *Locations | ||
*Owners | *Owners | ||
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*Asset Classification and Product Codes | *Asset Classification and Product Codes | ||
| − | === Locations === | + | === Locations === <!--T:20--> |
[[File:Add New Location.png|right|400px]] | [[File:Add New Location.png|right|400px]] | ||
| + | <!--T:21--> | ||
{{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}} | {{#ev:youtube|rHQ6uDlGXeU|400|right|Managing Locations|frame}} | ||
| + | <!--T:22--> | ||
"Locations" in TrackAbout refer to any place where an asset can be located - except for customers (those are treated separately). Every asset is either in a Location or at a Customer. | "Locations" in TrackAbout refer to any place where an asset can be located - except for customers (those are treated separately). Every asset is either in a Location or at a Customer. | ||
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* Review and Manage existing Locations via the [https://www.trackabout.com/clt/locations/listLocationsTree.aspx List Locations] page. | * Review and Manage existing Locations via the [https://www.trackabout.com/clt/locations/listLocationsTree.aspx List Locations] page. | ||
This page can be found in the '''TrackAbout Config''' section of the Left Pane Navigation on your site. | This page can be found in the '''TrackAbout Config''' section of the Left Pane Navigation on your site. | ||
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You'll be able to Add New Locations either by clicking '''Add New Location''' from the top right of your List Locations screen, or by going directly to the [https://www.trackabout.com/clt/locations/editLocation.aspx?act=new&id=root Add New Location] page by typing in "Add New Location" in the Jump To box in the upper left corner of your screen. Or click on '''Quick Adds''' in your left pane navigation to find the Add New Location link. | You'll be able to Add New Locations either by clicking '''Add New Location''' from the top right of your List Locations screen, or by going directly to the [https://www.trackabout.com/clt/locations/editLocation.aspx?act=new&id=root Add New Location] page by typing in "Add New Location" in the Jump To box in the upper left corner of your screen. Or click on '''Quick Adds''' in your left pane navigation to find the Add New Location link. | ||
| + | <!--T:25--> | ||
*Refer to the [[Locations]] page for more detailed information about TrackAbout Locations and how to create them or check out this video on Managing Locations: | *Refer to the [[Locations]] page for more detailed information about TrackAbout Locations and how to create them or check out this video on Managing Locations: | ||
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| − | ====Owners==== | + | ====Owners==== <!--T:26--> |
| + | <!--T:27--> | ||
[[File:Add New Ownership.png|right|400px]] | [[File:Add New Ownership.png|right|400px]] | ||
| + | <!--T:28--> | ||
{{#ev:youtube|7LDv4PmhPL4|400|right|Managing Ownerships|frame}} | {{#ev:youtube|7LDv4PmhPL4|400|right|Managing Ownerships|frame}} | ||
| + | <!--T:29--> | ||
TrackAbout is designed to track who owns each particular asset. TrackAbout's '''Ownerships''' are used to keep track of vendor owned, customer owned assets, and company owned assets. | TrackAbout is designed to track who owns each particular asset. TrackAbout's '''Ownerships''' are used to keep track of vendor owned, customer owned assets, and company owned assets. | ||
| + | <!--T:30--> | ||
* Owners are reviewed and managed via the [https://www.trackabout.com/clt/setup/listOwnerships.aspx Ownerships] page on your TrackAbout website. | * Owners are reviewed and managed via the [https://www.trackabout.com/clt/setup/listOwnerships.aspx Ownerships] page on your TrackAbout website. | ||
| + | <!--T:31--> | ||
* You can add Ownerships by clicking the '''Add New''' link on the Ownerships page, or by using the Jump To box to navigate directly to the '''[https://www.trackabout.com/clt/setup/editOwnership.aspx Add New Ownership]''' page | * You can add Ownerships by clicking the '''Add New''' link on the Ownerships page, or by using the Jump To box to navigate directly to the '''[https://www.trackabout.com/clt/setup/editOwnership.aspx Add New Ownership]''' page | ||
| + | <!--T:32--> | ||
Complete the form and Save each Ownership. | Complete the form and Save each Ownership. | ||
| + | <!--T:33--> | ||
You will be asked to assign an ownership to each asset you register in your TrackAbout system. | You will be asked to assign an ownership to each asset you register in your TrackAbout system. | ||
| + | <!--T:34--> | ||
Refer to the [[Ownership]] page for more detailed instructions about how to manage Owners. | Refer to the [[Ownership]] page for more detailed instructions about how to manage Owners. | ||
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| − | ===Internal Users Accounts=== | + | ===Internal Users Accounts=== <!--T:35--> |
| + | <!--T:36--> | ||
[[File:Add New Internal User.png|right|400px]] | [[File:Add New Internal User.png|right|400px]] | ||
| + | <!--T:37--> | ||
{{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}} | {{#ev:youtube|LxakutfxwxI|400|right|Managing Internal Users|frame}} | ||
| + | <!--T:38--> | ||
* Whether your users will be using the TrackAbout website or the mobile software (or both!) they'll need to have a user account. Review and Manager your user accounts from this TrackAbout webpage: [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users] | * Whether your users will be using the TrackAbout website or the mobile software (or both!) they'll need to have a user account. Review and Manager your user accounts from this TrackAbout webpage: [https://www.trackabout.com/clt/setup/listInternalUsers.aspx Internal Users] | ||
| + | <!--T:39--> | ||
* This page is in the '''TrackAbout Config''' section of the site. For detailed instructions go to [[Internal_Users|Internal Users]] | * This page is in the '''TrackAbout Config''' section of the site. For detailed instructions go to [[Internal_Users|Internal Users]] | ||
| + | <!--T:40--> | ||
* An easy way to add users directly is to just the Jump To box to go directly to the [https://www.trackabout.com/clt/setup/editInternalUser.aspx Add New User] page. Fill out the form and click Save to create your user account. | * An easy way to add users directly is to just the Jump To box to go directly to the [https://www.trackabout.com/clt/setup/editInternalUser.aspx Add New User] page. Fill out the form and click Save to create your user account. | ||
| + | <!--T:41--> | ||
*Each User will be assigned to website and mobile roles depending on what you need them to do. These determine what permissions your users have within the system. [[System Administrator Role and Requirements]] | *Each User will be assigned to website and mobile roles depending on what you need them to do. These determine what permissions your users have within the system. [[System Administrator Role and Requirements]] | ||
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When creating or editing a User Account you will see a section for '''Roles and Permissions'''. Check the boxes besides each role and set of permissions you want to grant your user. | When creating or editing a User Account you will see a section for '''Roles and Permissions'''. Check the boxes besides each role and set of permissions you want to grant your user. | ||
| + | <!--T:43--> | ||
[[File:Internal Users_Roles and Permissions.png|right|400px]] | [[File:Internal Users_Roles and Permissions.png|right|400px]] | ||
| + | <!--T:44--> | ||
Roles and Permissions have already been created for you as part of your 14 day Free Trial. Please make sure to assign your Users to a website role and a TAMobile role to ensure they'll have adequate permissions for the trial. | Roles and Permissions have already been created for you as part of your 14 day Free Trial. Please make sure to assign your Users to a website role and a TAMobile role to ensure they'll have adequate permissions for the trial. | ||
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| − | ===Asset Classifications and Product Codes=== | + | ===Asset Classifications and Product Codes=== <!--T:45--> |
| + | <!--T:46--> | ||
* In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers. | * In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers. | ||
| + | <!--T:47--> | ||
*These codes are stored in a 4 level hierarchy inside of TrackAbout called your '''Asset Classification'''. This will consist of a Category, Group, and Type - Your product codes will be structured within this hierarchy. | *These codes are stored in a 4 level hierarchy inside of TrackAbout called your '''Asset Classification'''. This will consist of a Category, Group, and Type - Your product codes will be structured within this hierarchy. | ||
A generic example of an Asset Classification might be: | A generic example of an Asset Classification might be: | ||
| + | <!--T:48--> | ||
Category = Boxes <br> | Category = Boxes <br> | ||
Group = Red <br> | Group = Red <br> | ||
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Product Description = Big Red Box <br> | Product Description = Big Red Box <br> | ||
| + | <!--T:49--> | ||
This hierarchy will give you multiple ways to review your inventory using TrackAbout's tools and reporting. | This hierarchy will give you multiple ways to review your inventory using TrackAbout's tools and reporting. | ||
| + | <!--T:50--> | ||
For beginners, we recommend reviewing your Asset Classification structure with a TrackAbout expert prior to loading. | For beginners, we recommend reviewing your Asset Classification structure with a TrackAbout expert prior to loading. | ||
* Download this Excel spreadsheet template: | * Download this Excel spreadsheet template: | ||
| + | <!--T:51--> | ||
[[File:Free Trial Product Code Template.xlsx|left|thumbnail| Free Trial Product Code Template]] | [[File:Free Trial Product Code Template.xlsx|left|thumbnail| Free Trial Product Code Template]] | ||
| + | <!--T:52--> | ||
*This spreadsheet is the template needed to mass map your product codes. | *This spreadsheet is the template needed to mass map your product codes. | ||
** Some sample data is in the spreadsheet so that you can see how it is formatted. | ** Some sample data is in the spreadsheet so that you can see how it is formatted. | ||
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* Email or Call your TrackAbout expert to review and load the data. | * Email or Call your TrackAbout expert to review and load the data. | ||
| + | <!--T:53--> | ||
Here's another sample of what an Asset Classification might look like: | Here's another sample of what an Asset Classification might look like: | ||
| + | <!--T:54--> | ||
[[File:Sample Asset Classification.png|600px]] | [[File:Sample Asset Classification.png|600px]] | ||
| + | <!--T:55--> | ||
Refer to the wiki page [[Adding Asset Classifications and Product Codes]] for more information about Asset Classifications and for instruction to manually create Classifications and Product Codes. | Refer to the wiki page [[Adding Asset Classifications and Product Codes]] for more information about Asset Classifications and for instruction to manually create Classifications and Product Codes. | ||
| − | ===Adding Customers=== | + | ===Adding Customers=== <!--T:56--> |
| + | <!--T:57--> | ||
[[File:Add New Customer.png|right|500px]] | [[File:Add New Customer.png|right|500px]] | ||
{{#ev:youtube|ew-rrqHIvDE|400|right|Managing Customers|frame}} | {{#ev:youtube|ew-rrqHIvDE|400|right|Managing Customers|frame}} | ||
| + | <!--T:58--> | ||
If you would like to test out Deliveries to customers during your trial, you will need to add in a few customer accounts. | If you would like to test out Deliveries to customers during your trial, you will need to add in a few customer accounts. | ||
Customer data can be configured depending on what you need to track, but for testing basic delivery, you just need to add Customer Number, Customer Name, and the primary servicing location from which your customers will receive their deliveries. | Customer data can be configured depending on what you need to track, but for testing basic delivery, you just need to add Customer Number, Customer Name, and the primary servicing location from which your customers will receive their deliveries. | ||
| + | <!--T:59--> | ||
*Customers are reviewed and managed through the [https://www.trackabout.com/clt/holder/allHolders.aspx Customer List] page | *Customers are reviewed and managed through the [https://www.trackabout.com/clt/holder/allHolders.aspx Customer List] page | ||
** For detailed information on how to add a new customer, please see the [[Customers|Customer]] page. | ** For detailed information on how to add a new customer, please see the [[Customers|Customer]] page. | ||
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| − | =Capturing Data= | + | =Capturing Data= <!--T:60--> |
| + | <!--T:61--> | ||
Now you're all set. Now that you have your own tracking information set up in the system, repeat all of the mobile app testing you conducted at the beginning of the trial. | Now you're all set. Now that you have your own tracking information set up in the system, repeat all of the mobile app testing you conducted at the beginning of the trial. | ||
| + | <!--T:62--> | ||
You can always refer back to your [[Free Trial webpage]] for the steps about using the TrackAbout iOs/Android App | You can always refer back to your [[Free Trial webpage]] for the steps about using the TrackAbout iOs/Android App | ||
| + | <!--T:63--> | ||
If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page. | If you want a sneak peek at other actions available on the iOS/Android application, refer to our [[Capturing_Data]] wiki page. | ||
| − | =Reviewing Data= | + | =Reviewing Data= <!--T:64--> |
| + | <!--T:65--> | ||
Once you've started saving records to your TrackAbout system, there are lots of tools and reports at your disposal to use that data. | Once you've started saving records to your TrackAbout system, there are lots of tools and reports at your disposal to use that data. | ||
| + | <!--T:66--> | ||
Feel free to explore the site, but here are some of the pages we recommend for you: | Feel free to explore the site, but here are some of the pages we recommend for you: | ||
| − | ==Current Inventory== | + | ==Current Inventory== <!--T:67--> |
| + | <!--T:68--> | ||
[[File:Current Inventory_Top Menu.png|left|500px]] | [[File:Current Inventory_Top Menu.png|left|500px]] | ||
| + | <!--T:69--> | ||
The Current Inventory page is one of the most powerful general search tools within TrackAbout and allows you to view your inventory in many different ways. There are several search parameters to allow you to search through your inventory. | The Current Inventory page is one of the most powerful general search tools within TrackAbout and allows you to view your inventory in many different ways. There are several search parameters to allow you to search through your inventory. | ||
| + | <!--T:70--> | ||
Use this report: | Use this report: | ||
| + | <!--T:71--> | ||
- To see how many of a particular kind of asset you have in certain locations/branches <br> | - To see how many of a particular kind of asset you have in certain locations/branches <br> | ||
- Look for assets of a particular ownership<br> | - Look for assets of a particular ownership<br> | ||
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- Identify which locations/branches may be understocked for particular items.<br> | - Identify which locations/branches may be understocked for particular items.<br> | ||
| + | <!--T:72--> | ||
Play with the parameters to see what kinds of views you can pull about your inventory. | Play with the parameters to see what kinds of views you can pull about your inventory. | ||
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| + | <!--T:73--> | ||
<br> | <br> | ||
| − | ==Asset Search== | + | ==Asset Search== <!--T:74--> |
| + | <!--T:75--> | ||
[[File:Asset Search.png|right|500px]] | [[File:Asset Search.png|right|500px]] | ||
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| + | <!--T:76--> | ||
The Asset Search tool allows you to search for particular assets based on certain attributes. The page is broken into three sections | The Asset Search tool allows you to search for particular assets based on certain attributes. The page is broken into three sections | ||
| + | <!--T:77--> | ||
# Search by basic data fields like Barcode or Serial Number | # Search by basic data fields like Barcode or Serial Number | ||
# Search for assets based on the customer or location at which they're present | # Search for assets based on the customer or location at which they're present | ||
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| + | <!--T:78--> | ||
<br> | <br> | ||
| − | ==TrackAbout Activity== | + | ==TrackAbout Activity== <!--T:79--> |
| + | <!--T:80--> | ||
[[File:TrackAbout Activity.png|left|600px]] | [[File:TrackAbout Activity.png|left|600px]] | ||
| + | <!--T:81--> | ||
The TrackAbout Activity page allows you to search through all of the records your operators have been creating in your system. | The TrackAbout Activity page allows you to search through all of the records your operators have been creating in your system. | ||
This page contains several search parameters to allow you to filter through your data. | This page contains several search parameters to allow you to filter through your data. | ||
| + | <!--T:82--> | ||
Use the page to find out things like: | Use the page to find out things like: | ||
| + | <!--T:83--> | ||
- who's completed deliveries for today<br> | - who's completed deliveries for today<br> | ||
- what Add New actions have been completed this week<br> | - what Add New actions have been completed this week<br> | ||
| + | <!--T:84--> | ||
For more information about how to usee this report, refer to the [[TrackAbout_Activity]] page. | For more information about how to usee this report, refer to the [[TrackAbout_Activity]] page. | ||
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/ | / | ||
| − | = What else can you do? = | + | = What else can you do? = <!--T:85--> |
| + | <!--T:86--> | ||
You're tracking your assets and you have valuable data and reporting at your finger tips. | You're tracking your assets and you have valuable data and reporting at your finger tips. | ||
| + | <!--T:87--> | ||
Imagine what else you can do now that you know where your assets are: | Imagine what else you can do now that you know where your assets are: | ||
| + | <!--T:88--> | ||
* Improve asset utilization | * Improve asset utilization | ||
* Calculate value of your assets | * Calculate value of your assets | ||
| Line 350: | Line 422: | ||
* Improve process efficiency | * Improve process efficiency | ||
| + | <!--T:89--> | ||
Speak to one of TrackAbout's experts about converting your Free Trial environment into your fully implemented TrackAbout system. | Speak to one of TrackAbout's experts about converting your Free Trial environment into your fully implemented TrackAbout system. | ||
| + | <!--T:90--> | ||
Contact us at<br> | Contact us at<br> | ||
412.269.0446 <br> | 412.269.0446 <br> | ||
sales@trackabout.com<br> | sales@trackabout.com<br> | ||
</translate> | </translate> | ||
Revision as of 10:06, 17 July 2017
Quick Start Guide
Welcome to TrackAbout! This Free Trial Guide will provide you with information and tools to guide you through your 14 Day Free Trial.
The Free Trial Guide is divided into three segments:
- Setting up Data - Set up your TrackAbout environment.
- Capturing Data - Now that your environment is ready to go, it's time to start collecting data.
- Reviewing Data - Finally, now that you have data, this page will guide you through how to use it.
If you should need assistance at any point throughout your Free Trial, please contact our Free Trial Experts at
412.269.0446
sales@trackabout.com
Setting up Data
Logging in
If you followed through the first stages of your Free Trial you will have received an email with a link for you to set a password and then log into the site. (If you've had any problem setting up your password or did not receive an email after registering for your Free Trial please call 412.269.xxxx)
To Log In
- Go to TrackAbout Login Page or
- Go to trackabout.com TrackAbout Corporate Site and click the "Login" link in the upper right corner of this page.
- Use your email address and your new password to login to the site.
Your TrackAbout webpage is split into 4 sections
1. The Quick Search box - This set of fields allows you to search by particular identifiers. The Jump To box allows you to search for pages also contained within the Left Pane Navigation Menu.
2. Left Pane Navigation Menu - Click on any of the headings in the left pane navigation menu to reveal an expandable list of reports and tools.
3. Main content section - This section of the page will contain your TrackAbout reports and tools as you navigate through pages.
4. Help and References bar - These links will lead you to the TrackAbout Wiki where you'll find information and videos about TrackAbout products. This section also contains information about how to get in touch with our TrackAbout Support team.
Check out the page on Navigation for info about how to get around the website.
Setting up Basic Information
As you may have seen during the hands on demo portion of the Free Trial, there are various kinds of information that need to be set up to track your assets. The next steps will help you set up your:
- Locations
- Owners
- Users
- Asset Classification and Product Codes
Locations
"Locations" in TrackAbout refer to any place where an asset can be located - except for customers (those are treated separately). Every asset is either in a Location or at a Customer.
- Review and Manage existing Locations via the List Locations page.
This page can be found in the TrackAbout Config section of the Left Pane Navigation on your site.
You'll be able to Add New Locations either by clicking Add New Location from the top right of your List Locations screen, or by going directly to the Add New Location page by typing in "Add New Location" in the Jump To box in the upper left corner of your screen. Or click on Quick Adds in your left pane navigation to find the Add New Location link.
- Refer to the Locations page for more detailed information about TrackAbout Locations and how to create them or check out this video on Managing Locations:
Owners
TrackAbout is designed to track who owns each particular asset. TrackAbout's Ownerships are used to keep track of vendor owned, customer owned assets, and company owned assets.
- Owners are reviewed and managed via the Ownerships page on your TrackAbout website.
- You can add Ownerships by clicking the Add New link on the Ownerships page, or by using the Jump To box to navigate directly to the Add New Ownership page
Complete the form and Save each Ownership.
You will be asked to assign an ownership to each asset you register in your TrackAbout system.
Refer to the Ownership page for more detailed instructions about how to manage Owners.
Internal Users Accounts
- Whether your users will be using the TrackAbout website or the mobile software (or both!) they'll need to have a user account. Review and Manager your user accounts from this TrackAbout webpage: Internal Users
- This page is in the TrackAbout Config section of the site. For detailed instructions go to Internal Users
- An easy way to add users directly is to just the Jump To box to go directly to the Add New User page. Fill out the form and click Save to create your user account.
- Each User will be assigned to website and mobile roles depending on what you need them to do. These determine what permissions your users have within the system. System Administrator Role and Requirements
When creating or editing a User Account you will see a section for Roles and Permissions. Check the boxes besides each role and set of permissions you want to grant your user.
Roles and Permissions have already been created for you as part of your 14 day Free Trial. Please make sure to assign your Users to a website role and a TAMobile role to ensure they'll have adequate permissions for the trial.
Asset Classifications and Product Codes
- In TrackAbout a Product Code is the code used to indicate a specific kind of asset. It is also normally called your part number, item number, stock number, product number or sku. It is the code used by your business system to track your inventory and sell things to customers.
- These codes are stored in a 4 level hierarchy inside of TrackAbout called your Asset Classification. This will consist of a Category, Group, and Type - Your product codes will be structured within this hierarchy.
A generic example of an Asset Classification might be:
Category = Boxes
Group = Red
Type = Big
Product Code = RB_Box
Product Description = Big Red Box
This hierarchy will give you multiple ways to review your inventory using TrackAbout's tools and reporting.
For beginners, we recommend reviewing your Asset Classification structure with a TrackAbout expert prior to loading.
- Download this Excel spreadsheet template:
File:Free Trial Product Code Template.xlsx
- This spreadsheet is the template needed to mass map your product codes.
- Some sample data is in the spreadsheet so that you can see how it is formatted.
- Replace this sample data with your own real data.
- Fill out the spreadsheet based on how you'd like to organize your Asset Inventory
- Email or Call your TrackAbout expert to review and load the data.
Here's another sample of what an Asset Classification might look like:
Refer to the wiki page Adding Asset Classifications and Product Codes for more information about Asset Classifications and for instruction to manually create Classifications and Product Codes.
Adding Customers
If you would like to test out Deliveries to customers during your trial, you will need to add in a few customer accounts.
Customer data can be configured depending on what you need to track, but for testing basic delivery, you just need to add Customer Number, Customer Name, and the primary servicing location from which your customers will receive their deliveries.
- Customers are reviewed and managed through the Customer List page
- For detailed information on how to add a new customer, please see the Customer page.
- If you have a large customer base, you can upload your customers in bulk. To bulk load customers, please see the file template in the Adding Customer in Bulk section of the Customer page.
Capturing Data
Now you're all set. Now that you have your own tracking information set up in the system, repeat all of the mobile app testing you conducted at the beginning of the trial.
You can always refer back to your Free Trial webpage for the steps about using the TrackAbout iOs/Android App
If you want a sneak peek at other actions available on the iOS/Android application, refer to our Capturing_Data wiki page.
Reviewing Data
Once you've started saving records to your TrackAbout system, there are lots of tools and reports at your disposal to use that data.
Feel free to explore the site, but here are some of the pages we recommend for you:
Current Inventory
The Current Inventory page is one of the most powerful general search tools within TrackAbout and allows you to view your inventory in many different ways. There are several search parameters to allow you to search through your inventory.
Use this report:
- To see how many of a particular kind of asset you have in certain locations/branches
- Look for assets of a particular ownership
- Find out how many assets are Full/Ready at your locations/branches
- Identify which locations/branches may be understocked for particular items.
Play with the parameters to see what kinds of views you can pull about your inventory.
Asset Search
The Asset Search tool allows you to search for particular assets based on certain attributes. The page is broken into three sections
- Search by basic data fields like Barcode or Serial Number
- Search for assets based on the customer or location at which they're present
- Search for assets based on detailed parameters. This list of search parameters can grow based on custom information you decide to track for your assets. (Custom information can be set up by TrackAbout Support)
TrackAbout Activity
The TrackAbout Activity page allows you to search through all of the records your operators have been creating in your system.
This page contains several search parameters to allow you to filter through your data.
Use the page to find out things like:
- who's completed deliveries for today
- what Add New actions have been completed this week
For more information about how to usee this report, refer to the TrackAbout_Activity page.
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What else can you do?
You're tracking your assets and you have valuable data and reporting at your finger tips.
Imagine what else you can do now that you know where your assets are:
- Improve asset utilization
- Calculate value of your assets
- Cut down on paperwork
- Improve process efficiency
Speak to one of TrackAbout's experts about converting your Free Trial environment into your fully implemented TrackAbout system.
Contact us at
412.269.0446
sales@trackabout.com