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Difference between revisions of "Proof of Delivery (Paperless Delivery)"
| Line 35: | Line 35: | ||
A good way to find the assets that will be sent down is to use the "Only show assets that were on a record in the past X days" option in the Current Inventory page | A good way to find the assets that will be sent down is to use the "Only show assets that were on a record in the past X days" option in the Current Inventory page | ||
| + | |||
| + | == Mobile Computer Setup == | ||
| + | For a handheld to be download and display the correct orders, the following mobile computer setting (Mobile Device List page) need to match the order entered: | ||
| + | *Location | ||
| + | *Load Inventory for this Truck or Branch | ||
| + | *Route/Delivery Route | ||
| + | *Trip Number: Only required for TAMobile 6. A trip can be in any format, but trips must be unique to each handheld. Trips also group orders into batches, so if only some orders are not populating, check the trip drop-down box at the top of the order list screen. | ||
| + | |||
| + | ====Note==== | ||
| + | To show on a mobile computer, the Planned Delivery Date cannot be in the future. There might be exception to this for customer using CAI and CIT. | ||
Revision as of 13:00, 9 December 2013
The Problem
- You spend a lot of time and money managing a paper-based delivery process
- Your drivers have a hard time correctly recording the part number of returned assets
Overview
The Paperless Delivery Module allow drivers and dock worker to record deliveries to customers without starting with a paper copy of the order. After the delivery the data can be sent back into the business system. Below are the high level steps in the process:
- Order entry done in business system
- Orders sent to TrackAbout through integration
- Truck is loaded and counted in TrackAbout
- Inventory on truck is compared to orders (Using Truck Load Module)
- DOT truck manifest is created (Using Truck Load Module)
- Driver makes deliveries with handheld assigned to his route
- Handheld alerts driver if delivery is not complete
- Driver prints receipts if needed
- Truck contents are counted at end of day (Using Truck Load Module)
- Truck is reconciled (Using Truck Load Module)
- Updated orders are sent to business system
Screen Shots
Details/Notes
Deliveries from the Dock/Branch
It is also possible to use paperless delivery features when making deliveries directly from a branch. These are normally deliveries that take place "on the dock".
The handheld computers only have information for asset on a branch inventory that have been scanned on a record in the last X days ( this is a configurable value with a max of 180 days) . This is done to reduce the number of records that are sent down to the device, the assumption being that assets that have been inactive for so long will probably not be delivered.
A good way to find the assets that will be sent down is to use the "Only show assets that were on a record in the past X days" option in the Current Inventory page
Mobile Computer Setup
For a handheld to be download and display the correct orders, the following mobile computer setting (Mobile Device List page) need to match the order entered:
- Location
- Load Inventory for this Truck or Branch
- Route/Delivery Route
- Trip Number: Only required for TAMobile 6. A trip can be in any format, but trips must be unique to each handheld. Trips also group orders into batches, so if only some orders are not populating, check the trip drop-down box at the top of the order list screen.
Note
To show on a mobile computer, the Planned Delivery Date cannot be in the future. There might be exception to this for customer using CAI and CIT.