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 "Consumables and Hard Goods"
| Line 94: | Line 94: | ||
| Final check. Collect signature then save and print Proof of Delivery receipt. | | Final check. Collect signature then save and print Proof of Delivery receipt. | ||
|} | |} | ||
| + | |||
| + | == Scanning Consumables == | ||
| + | The hardgoods filter box used to select a Hardgood product during delivery is a scannable field. Clients can use this field to their advantage by including the UPC number in the Hardgood Product Description on the AWS. This way when users scan the UPC code for the product, the filter will recognize the UPC number as part of the description and bring up the correct product. We recommend clients include this UPC number at the end of the product code description. https://www.trackabout.com/clt/setup/hardgoodCodes.aspx | ||
| + | |||
| + | This work in regular deliveries and Point Of Delivery (POD). | ||
| + | |||
| + | [[File:hardgood barcode.png|400px]] | ||
== Charging for Consumables == | == Charging for Consumables == | ||
Revision as of 16:27, 13 March 2015
Overview
TrackAbout uses the terms Hard Goods or Consumables to describe products our clients deliver to their customers and not expect to have returned. Consumables are not used for rent and this will be a one-time sale.
Examples of Hardgoods include items like welding wire.
The Hard Goods feature is part of our Paperless module.
Creating New Hard Goods
Just like for other assets tracked within Trackabout, all Consumables will have Product Codes associated with them.
Hard Goods or Consumables can be added from Consumable Good Product Code page.
Click on the Add New Product Code link to add a new hard good.
The added hard goods can be marked as deactivated if the code is no longer needed.
Clients can include the UPC number in the Hardgood Product Description (after the description). When users scan the UPC code for the product in the filter, the system will recognize the UPC number as part of the description and bring up the correct product.
Consumables on TrackAbout Mobile
We have the ability to include Hard goods in different device specific actions e.g. Delivery action.
Consumable/Hard Goods Delivery Sequence
Note that the screens are subject to changes.
| Click on Hard Goods. | Type a filter to start displaying items, then click Add Filter. | Select item from the list. |
| Enter quantity delivered and click Continue. | Check delivered items and quantities. | Final check. Collect signature then save and print Proof of Delivery receipt. |
Testing Table
| Click on Hard Goods. | Type a filter to start displaying items, then click "Add Filter". |
Select an item from the list and click Continue. |
| Enter quantity delivered and click Continue. | Check delivered items and quantities. | Final check. Collect signature then save and print Proof of Delivery receipt. |
Scanning Consumables
The hardgoods filter box used to select a Hardgood product during delivery is a scannable field. Clients can use this field to their advantage by including the UPC number in the Hardgood Product Description on the AWS. This way when users scan the UPC code for the product, the filter will recognize the UPC number as part of the description and bring up the correct product. We recommend clients include this UPC number at the end of the product code description. https://www.trackabout.com/clt/setup/hardgoodCodes.aspx
This work in regular deliveries and Point Of Delivery (POD).
Charging for Consumables
Setting up Consumable Rates
Purchase prices for Consumables are set up in similar ways to rental rates; for Example the Standard Rates, Rate Brackets and Customer Rate Tables. Once Hard Goods exist in TrackAbout, then the Standard Rates page, the Edit-Rates section of the Rate Brackets page, and the Edit-Rates section of the Customer-Specific-Rates page will all show a section for Hard Goods where Hard Goods' rates can be set.
Consumables can be billed with Equipment Rental only. They cannot be billed with Cylinder Rental.
Displaying Consumables on Rental Invoices
Consumables can be invoiced along with Trackabout Rental Bills. This would be a one time charge and would display at the bottom of a normal rental invoice.