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Proof of Delivery (Paperless Delivery)

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Revision as of 14:03, 28 August 2009 by Tfusco (talk | contribs) (First pass at this page)
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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


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