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Customer Portal (Follow-On Tracking)

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Revision as of 12:01, 9 March 2010 by Tfusco (talk | contribs)
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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