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Difference between revisions of "Truck Load Unload and Reconciliation"
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| − | < | + | <translate> |
| + | <!--T:1--> | ||
| + | {{TrackAbout Module | ||
| + | |Module Description= Truck Load and Manifest compliments the TrackAbout Paperless Delivery and Mobile Printing modules by sharing detailed asset information to reduce driver delivery errors and increase efficiency. | ||
| + | |Supported In=TAMobile 5, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS, TAMobile 6 Desktop | ||
| + | |Business Process=Asset Management, Distribution, Supply Chain | ||
| + | }} | ||
| + | [[Module_Overviews|<< Back to Module Overviews]] | ||
| − | < | + | ==Overview== <!--T:2--> |
| + | The Truck Load Module is used to provide greater accountability for assets loaded and unloaded from trucks. Situations can be caught where, for example, an asset is loaded onto a truck, but neither delivered during the run nor scanned off the truck at the end of the day. | ||
| + | ===Why You Need It=== | ||
| + | The time investment of a few additional scans, paired with a reconciliation process, can provide valuable information to help identify mistakes in the asset workflow. | ||
| + | ==How It Works== <!--T:3--> | ||
The basic mechanics of the Truck Load Module: | The basic mechanics of the Truck Load Module: | ||
| − | + | <!--T:4--> | |
| − | * | + | *Assets are scanned onto a truck using one or more '''[[Load truck|Load truck]]''' actions (Mobile Device) |
| − | * | + | *The driver selects his truck in a '''[[Pre-Trip|Pre-Trip]]''' action (Optional/Mobile Device) |
| − | * | + | *[[Compare Truck Inventory to Orders|Compare Truck Inventory to Orders]] checks for any issues during the truck load operation (Optional/ AWS Page: '''Truck Inventory Report''') |
| − | * | + | *''Sync mobile device(s) if not wireless'' |
| + | * Create '''[[Truck Manifest|Truck Manifest]]''' (Optional) | ||
| + | *The driver makes deliveries '''([[Deliver/Return Action|Deliver/Return]])''' (Mobile Device) | ||
| + | *The assets left on the truck at the end of the day are scanned off the truck using one or more '''[[Unload Truck|Unload Truck]]''' actions (Mobile Device) | ||
| + | *''Sync mobile device(s) if not wireless'' | ||
| + | *After a truck run, the '''[[Truck Reconciliation|Truck Load Reconciliation OR Create Truck Load]]''' page, will point out problems where assets disappeared from the truck or were found on the truck (Web Site) | ||
| + | *The '''Find Truck Loads''' page allows you to finds previously grouped truck actions (Web site) | ||
| − | < | + | ===Facts and Benefits=== <!--T:5--> |
| + | * Scanning a truck takes about 5 minutes | ||
| + | * Find mistakes before trucks leave the facility | ||
| + | * Eliminates delivering Empty cylinders | ||
| + | * Helps to locate cylinders that were loaded but never seen again | ||
| + | * Generate automated and accurate truck manifests | ||
| + | ==Set up for you== <!--T:6--> | ||
| + | *You must have Locations set up as Location Type = Truck | ||
| + | *Internal users must have Rugged And Simulator access or Smartphone access, and also ''must'' be marked as a Truck Driver. (If you don't have an option to mark users as Truck Drivers, then contact TrackAbout Support to enable the Truck Load/Unload feature.) | ||
| + | |||
| + | ===Handheld Actions=== <!--T:7--> | ||
*[[Load truck|Load truck]] | *[[Load truck|Load truck]] | ||
| − | *[[Pre-Trip|Pre-Trip]] | + | *[[Pre-Trip|Pre-Trip]] TAM6, on Smartphone this is changed from the hamburger menu |
*[[Deliver/Return Action|Deliver/Return]] | *[[Deliver/Return Action|Deliver/Return]] | ||
*[[Unload Truck|Unload Truck]] | *[[Unload Truck|Unload Truck]] | ||
| − | + | ===Site Actions=== <!--T:8--> | |
| + | <!--T:9--> | ||
*[[Truck Manifest|Truck Manifest]] | *[[Truck Manifest|Truck Manifest]] | ||
*[[Compare Truck Inventory to Orders|Compare Truck Inventory to Orders]] | *[[Compare Truck Inventory to Orders|Compare Truck Inventory to Orders]] | ||
*[[Truck Reconciliation|Truck Reconciliation]] | *[[Truck Reconciliation|Truck Reconciliation]] | ||
| + | *[https://www.trackabout.com/clt/truck/reconciledTruckLoads.aspx Find Truck Loads] page | ||
| + | This page can help you find truck load records in the system. There are several filters you may apply to narrow your search, such as Location, Truck, Driver and the truck load resolution status (resolved or unresolved). | ||
| − | + | ===Site Editing Options=== <!--T:10--> | |
| + | <!--T:11--> | ||
*[[Deliver/Return Editing: Change Truck|Deliver/Return Editing: Change Truck]] | *[[Deliver/Return Editing: Change Truck|Deliver/Return Editing: Change Truck]] | ||
| + | *[[Deliver/Return Editing: Switch Deliver / Return|Deliver/Return Editing: Switch Deliver / Return]] | ||
*[[Switch between Load Truck and Unload Truck|Switch between Load Truck and Unload Truck]] | *[[Switch between Load Truck and Unload Truck|Switch between Load Truck and Unload Truck]] | ||
| − | < | + | ===Manifest=== <!--T:12--> |
| + | *[[Truck_Manifest|Create driver manifests from truck load data]] | ||
| + | <!--T:13--> | ||
| + | <br> | ||
| + | |||
| + | <!--T:14--> | ||
[[Truck Load Unload Technical Setup|Truck Load Unload Technical Setup]] (For use by TrackAbout support) | [[Truck Load Unload Technical Setup|Truck Load Unload Technical Setup]] (For use by TrackAbout support) | ||
| + | |||
| + | <!--T:15--> | ||
| + | If you need any of the functionality described under the '''Customizing it for You''' section, please contact your [[Contact_Us|TrackAbout Support Team]] | ||
| + | |||
| + | ==Notes== <!--T:16--> | ||
| + | |||
| + | ==Keywords== <!--T:17--> | ||
| + | Truck Load Unload Un Load Rec Reconciliation Manifest | ||
| + | </translate> | ||
Latest revision as of 11:23, 6 September 2017
| TrackAbout Module | |
|---|---|
| Module Name: | Truck Load Unload and Reconciliation |
| Short Description | Truck Load and Manifest compliments the TrackAbout Paperless Delivery and Mobile Printing modules by sharing detailed asset information to reduce driver delivery errors and increase efficiency. |
| Supported In: | TAMobile 5, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS, TAMobile 6 Desktop |
| Business Process: | Asset Management, Distribution, Supply Chain |
| ← Back to list | |
Overview
The Truck Load Module is used to provide greater accountability for assets loaded and unloaded from trucks. Situations can be caught where, for example, an asset is loaded onto a truck, but neither delivered during the run nor scanned off the truck at the end of the day.
Why You Need It
The time investment of a few additional scans, paired with a reconciliation process, can provide valuable information to help identify mistakes in the asset workflow.
How It Works
The basic mechanics of the Truck Load Module:
- Assets are scanned onto a truck using one or more Load truck actions (Mobile Device)
- The driver selects his truck in a Pre-Trip action (Optional/Mobile Device)
- Compare Truck Inventory to Orders checks for any issues during the truck load operation (Optional/ AWS Page: Truck Inventory Report)
- Sync mobile device(s) if not wireless
- Create Truck Manifest (Optional)
- The driver makes deliveries (Deliver/Return) (Mobile Device)
- The assets left on the truck at the end of the day are scanned off the truck using one or more Unload Truck actions (Mobile Device)
- Sync mobile device(s) if not wireless
- After a truck run, the Truck Load Reconciliation OR Create Truck Load page, will point out problems where assets disappeared from the truck or were found on the truck (Web Site)
- The Find Truck Loads page allows you to finds previously grouped truck actions (Web site)
Facts and Benefits
- Scanning a truck takes about 5 minutes
- Find mistakes before trucks leave the facility
- Eliminates delivering Empty cylinders
- Helps to locate cylinders that were loaded but never seen again
- Generate automated and accurate truck manifests
Set up for you
- You must have Locations set up as Location Type = Truck
- Internal users must have Rugged And Simulator access or Smartphone access, and also must be marked as a Truck Driver. (If you don't have an option to mark users as Truck Drivers, then contact TrackAbout Support to enable the Truck Load/Unload feature.)
Handheld Actions
- Load truck
- Pre-Trip TAM6, on Smartphone this is changed from the hamburger menu
- Deliver/Return
- Unload Truck
Site Actions
This page can help you find truck load records in the system. There are several filters you may apply to narrow your search, such as Location, Truck, Driver and the truck load resolution status (resolved or unresolved).
Site Editing Options
- Deliver/Return Editing: Change Truck
- Deliver/Return Editing: Switch Deliver / Return
- Switch between Load Truck and Unload Truck
Manifest
Truck Load Unload Technical Setup (For use by TrackAbout support)
If you need any of the functionality described under the Customizing it for You section, please contact your TrackAbout Support Team
Notes
Keywords
Truck Load Unload Un Load Rec Reconciliation Manifest