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Difference between revisions of "Customer Portal (Follow-On Tracking)"
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Follow-On Tracking<sup>TM</sup> is configured right through your Trackabout web interface. Once the module has been purchased you will need Trackabout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience. | Follow-On Tracking<sup>TM</sup> is configured right through your Trackabout web interface. Once the module has been purchased you will need Trackabout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience. | ||
| − | For more detailed information about | + | For more detailed information about configuring your system for Follow-On Tracking<sup>TM</sup> please see this page: [[Setting Up Follow-On Tracking™ ]] |
Revision as of 14:29, 10 July 2012
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 differentiate 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
- This can be done from the website or with their own handhelds
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
Configuring Follow-On TrackingTM for Your Customers
Follow-On TrackingTM is configured right through your Trackabout web interface. Once the module has been purchased you will need Trackabout Support personnel to "Turn-On" the module for you. Once the module has been made available, all the configuration can be completed yourself, at your own convenience.
For more detailed information about configuring your system for Follow-On TrackingTM please see this page: Setting Up Follow-On Tracking™