Difference between revisions of "Customer Portal (Follow-On Tracking)"

Revision as of 13:00, 16 December 2010

The Follow-On Tracking^TM Module is used to allow your customers to log into TrackAbout and see information on assets and deliveries.

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

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
- This can be done from the website or with their own handhelds

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

Each end customer falls into one of these two levels of overall permissions

@@ Line 12: / Line 12: @@
 * A customer can setup administrator users and manage their own logins
 * With permission, customers can move assets around internally
+** This can be done from the website or with their own handhelds
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