Please visit our new TrackAbout Knowledge Base at https://supportkb.trackabout.com for the most-up-to-date documentation on TrackAbout and TrackAbout Mobile.
Order Planning
| TrackAbout Feature | |
|---|---|
| Feature Name: | Order Planning |
| In Module: | Core Tracking |
| Short Description | Manage Pending Deliveries (Orders) |
| Available In: | TAMobile 6 Desktop, TAMobile 6 Rugged, TAMobile Android, TAMobile iOS |
| ← Back to list | |
Overview
As of August 2016, the page formally known as Make a Trip is being changed to Order Planning.
The Order Planning tool provides users a way to make changes to their pending deliveries. This tool allows you to manage how Orders are grouped together into Trips, which orders are assigned to each of your trucks, and when orders are scheduled to go out to customers.
How does it work?
For Orders to show on this page, they must already exist in your TrackAbout system. Orders can be created via Orders Integration, or manually created through the Create Order page.
To use the Order Planning page, begin by using the Enter Order Filter Criteria to find the Orders you want to update. Filtering is available by:
- Location
- Route
- Planned Delivery Date range
Available Orders that match your search parameters will automatically appear at the bottom of the screen. To update Orders enmasse, check the boxes to the left of each order to be included in the update.
There are several options to choose for Order updating:
- Change Truck
- Change Trip Number
- Change Planned Delivery Date
- Change Order Route
Tap the Change button and select the kind of change you need to make.
Changes will be automatically reflected on your Orders/Pending Deliveries.
How do I get it?
This tool is available to TrackAbout customer using Core Tracking Delivery or Proof of Delivery. Talk to your TrackAbout Support Specialist if you have questions about how to use this tool.