Customer Portal (Follow-On Tracking)

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The Follow-On Tracking^TM 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 Tracking^TM 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 Tracking^TM for Your Customers

Follow-On Tracking^TM 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 setting up Follow-On Tracking^TM please see this page: [[Setting Up Follow-On Tracking^TM]]