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Difference between revisions of "Customer Portal (Follow-On Tracking)"
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| − | + | The Follow-On Tracking<sup>TM</sup> Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries. | |
| − | < | ||
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| − | + | == The Problem == | |
| − | to | + | * You sell the same products as your competitors and so need to find ways to different your company from competitors |
| + | * You have customers that demand the ability to see assets and deliveries online | ||
| − | + | == Overview == | |
| + | * Grant your customers permission to log into TrackAbout and view information about their assets | ||
| + | * Permissions are limited so a customer can only see their own information | ||
| + | * A customer can setup administrator users and manage their own logins | ||
| + | * With permission, customers can move assets around internally | ||
| − | * | + | == Visible Data == |
| − | * | + | * '''Asset Balance:''' View asset balance as of now or as of a time in the past |
| + | * '''Asset List:''' View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc | ||
| + | * '''Transfer Activity:''' Proof of delivery confirmations including signature capture and POs | ||
| + | * '''Asset Search:''' Find assets by tracking number or search on other characteristics | ||
| + | * '''Delivery Search:''' Search for delivery by invoice number or PO number | ||
| + | * '''Inventory Worksheet:''' Printable worksheet for doing an inventory audit - including tracking numbers of unique assets | ||
| + | * '''Unexpected Transfers:''' View cases where one department returns assets assigned to another department | ||
| + | * '''Certificates of Analysis:''' Look up Certificates of Analysis (COAs) by lot# or for an individual asset | ||
| + | * '''Move assets:''' Move assets from website or from mobile handheld computer | ||
| − | < | + | == Follow-On Tracking<sup>TM</sup> Levels == |
| + | Each end customer falls into one of these two levels of overall permissions | ||
| − | * | + | === Viewer Level === |
| − | * | + | * View information about assets and deliveries |
| + | * Manage internal users and their permissions | ||
| − | + | === Tracker Level === | |
| − | + | * View information about assets and deliveries | |
| − | + | * Manage internal users and their permissions | |
| − | + | * Create internal inventory locations | |
| − | + | * Move assets around via the website | |
| − | + | * Move assets around using mobile computers with or without scanners | |
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Revision as of 13:35, 28 August 2009
The Follow-On TrackingTM Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.
The Problem
- You sell the same products as your competitors and so need to find ways to different your company from competitors
- You have customers that demand the ability to see assets and deliveries online
Overview
- Grant your customers permission to log into TrackAbout and view information about their assets
- Permissions are limited so a customer can only see their own information
- A customer can setup administrator users and manage their own logins
- With permission, customers can move assets around internally
Visible Data
- Asset Balance: View asset balance as of now or as of a time in the past
- Asset List: View detailed asset list including tracking numbers, days on hand, expiration dates, lot numbers, delivery ticket number, etc
- Transfer Activity: Proof of delivery confirmations including signature capture and POs
- Asset Search: Find assets by tracking number or search on other characteristics
- Delivery Search: Search for delivery by invoice number or PO number
- Inventory Worksheet: Printable worksheet for doing an inventory audit - including tracking numbers of unique assets
- Unexpected Transfers: View cases where one department returns assets assigned to another department
- Certificates of Analysis: Look up Certificates of Analysis (COAs) by lot# or for an individual asset
- Move assets: Move assets from website or from mobile handheld computer
Follow-On TrackingTM Levels
Each end customer falls into one of these two levels of overall permissions
Viewer Level
- View information about assets and deliveries
- Manage internal users and their permissions
Tracker Level
- View information about assets and deliveries
- Manage internal users and their permissions
- Create internal inventory locations
- Move assets around via the website
- Move assets around using mobile computers with or without scanners