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Any unit of functionality that creates business value is a Feature.
Many features bundled together comprise a Module.
Some features may contribute value to multiple Modules.
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| Feature | Module | Feature Description |
|---|---|---|
| Accounting Adjustments | Core Tracking | Customer balances are determined by asset deliveries and returns. However there are instances in which balances need to be modified outside of those transactions to ensure balances are accurate. These scenarios result in Accounting Adjustments. |
| Adding Asset Classifications and Product Codes | Core Tracking | Asset Classifications are an integral TrackAbout feature to structure your product inventory. |
| Adding Asset Classifications and Product Codes | Core Tracking | Asset Classifications are an integral TrackAbout feature to structure your product inventory. |
| Alert File Template Language Reference | Core Tracking | This feature works along with Email Alerts and allows for an Excel file to be generated based on record save. |
| Alerts | Core Tracking | Establish email alert rules and push important information about assets and transactions to defined recipients. |
| Asset Agreement Renewal Template | Rental | A Rich Text Format (RTF) file is used as the template for the Printable Asset Agreement Form Template. |
| Asset Agreements | Rental | Asset Agreements are an agreement between you and your customer to not charge a customer rent for a specific type and quantity of assets for a specified amount of time. |
| Asset Families | Core Tracking | Asset Families provides a means to group products together for the application of business rules and validation. |
| Asset History | Core Tracking | Viewing Asset History and modifying an asset |
| Asset Reclassification (Change Service) | Core Tracking | Allows Assets to Change Product or Item |
| Auto Classify | Core Tracking | Auto Classify allows an asset to be automatically classified based on the prefix of the barcode being scanned. |
| Auto-Disposal for Delivered Assets | Core Tracking | Auto-Disposal for Delivered Assets |
| Barcode Range Validation | Core Tracking | TrackAbout provides support for validating numeric barcode/tag ranges for barcodes in relation to the kind of assets they're associated with (i.e. individual assets bundles containers). |
| Black Hole Recovery | Core Tracking | Allows companies to "find" unknown assets and gather metrics about unknown asset population. |
| Branch Transfers | Core Tracking | The process of moving assets among your internal locations. Used both during Core Tracking basic Delivery and Proof of Delivery. |
| Business Rules | Core Tracking | Rules for defining workflows |
| Collisions | Core Tracking | This automated feature helps prevent duplicated information in your system. |
| Compare Truck Inventory to Orders | Truck Load Unload and Reconciliation | This feature is used to make sure that there are enough assets on the truck to fulfill all of the orders for the day. |
| Consumables and Hard Goods | Core Tracking | TrackAbout provides the ability to deliver and bill for items non-returnable items. |
| Create Order | Core Tracking | |
| Current Inventory | Core Tracking | The Current Inventory page of the TrackAbout website lets you quickly search your entire asset population. |
| Customer Audit | Core Tracking | This feature is used for visiting a customer's location and performing a physical audit of all assets on site. |
| Customer Rental Dashboard | Rental | Provides a rental overview for customer accounts. |
| Customer Reports | Core Tracking | A set of standard website reporting to provide information about customer accounts. |
| Customers | Core Tracking | Setting up Customers |
| Customers | Core Tracking | Setting up Customers |
| Dashboard Maintenance | Core Tracking | The TrackAbout Dashboard provides a means to identify issues with your data or processes you might need to address. |
| Data Lock | Core Tracking | Data Lock is designed to protect existing records in TrackAbout from unwanted changes. |
| Deliver/Return Action | Core Tracking | Allow users to deliver ordered goods to a customer and possibly pick up returnable or empty goods. |
| Deliver/Return Editing: Change Truck | Core Tracking | Allows users to change the truck on a delivery record |
| Deliver/Return Editing: Switch Deliver / Return | Allows users to change the assets on Delivery records between "Deliver" and "Return". | |
| Delivery Receipt E-mail | Smartphone App | Email customers a delivery confirmation |
| Delivery by Common Carrier | Core Tracking | Allows assets to be transferred to a customer or another location using a common carrier (such as FedEx or UPS). |
| Delivery without Customer or Invoice | Core Tracking | This feature allows your operator to complete a delivery transaction despite missing customer or invoice information. |
| Dock Pickup | Core Tracking | A feature to handle returning assets representing several customer accounts |
| Equipment Rental | Rental | This is typically used for renting welding machines and other large pieces of equipment. |
| Exchange Balances | Core Tracking | TrackAbout uses special logic to track "Exchange" assets that are typically not closely tracked. |
| Expiring Asset Agreements | Rental | Identify Expiring Asset Agreements and renew them. |
| File-Based Import/Export | Core Tracking | TrackAbout can import data from flat files in various file formats. |
| Fill Tracking | Core Tracking | Filling a previously Empty Asset. Typically an internal process to make an asset ready for use. For example |
| Find Inventory | Certificate of Analysis (COA) | TAM7 (Smartphone) Feature to locate inventory based on location or product |
| Flat Fees | Rental | "Flat fee" refers to a pricing structure that charges a single fixed fee for a service regardless of usage. |
| Generating Rental Bills | Rental | Allow TrackAbout to calculate and generate your customer Rental Invoices. |
| Internal Inventory Audit | Core Tracking | The Physical Inventory process allows for internal asset auditing and “cycle counts”. |
| Internal Users | Core Tracking | Establish and Manage User Accounts |
| Internal Users | Core Tracking | Establish and Manage User Accounts |
| Invoice Repository | Core Tracking | TrackAbout can be configured to generate a primary delivery ticket number. |
| Load truck | Truck Load Unload and Reconciliation | The Load Truck action moves assets onto a truck. |
| Localization | Core Tracking | Localization allows to customize your instance to supported languages |
| Location Restricted Users | Core Tracking | Allows you to limit user functionality to selected locations |
| Lost Assets | Core Tracking | TrackAbout provides a means to mark assets as lost and remove them from your active inventory.. |
| Lot Number Tracking | Core Tracking | TrackAbout provides the means to allow you to track your own Lot Numbers or we can generate Lot Numbers for you as part of our Filling functionality. |
| Maintenance Tracking: Action Schedules | Maintenance Tracking & Scheduling | Action Schedule provides a means to set reporting “rules” associated with your Maintenance Actions. |
| Management Reports | Core Tracking | Standard TrackAbout reports available on your website to give you information about your assets and activity. |
| Mapping New Product Codes | Core Tracking | How to Map New Product Codes |
| Mobile Ordering | Smartphone App | Allow your operators to submit Orders for assets right from their mobile device. |
| Mobile Roles | Core Tracking | Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to use. |
| Mobile Roles | Core Tracking | Mobile Roles are used to limit the actions of the handheld to just those actions that a given kind of user needs to use. |
| Navigation | Core Tracking | |
| New User E-Mail Template | Core Tracking | |
| Not-Scanned Assets | Core Tracking | A feature to allow assets without tags/barcodes to be tracked for particular processes such as Production and Distribution |
| Offline Mode | Core Tracking | Offline mode allows you to perform essential tracking actions without internet connection |
| Order Planning | Core Tracking | Manage Pending Deliveries (Orders) |
| Ownership | Core Tracking | Specify who owns a particular asset |
| Pairing a Zebra ZQ520 for use with TAM6 and TAM7 | Core Tracking | Wireless Printing |
| Password Security | Core Tracking | Protect data by ensuring password complexity and requirements are adequate |
| Pool Balances | Rental | Use barcode prefixes to identify which assets should be treated like "Exchange Types" |
| Post Telemetry Device Data | High Pressure Telemetry | Automatic readings from telemetry devices are posted to the TrackAbout website through this web service interface. |
| Pre-Trip | Core Tracking | Pre-Trip allows a driver to associate their handheld with a Truck. |
| Product Code Expiration Dates | Core Tracking | Alert Users to when products are expired |
| Product Code Generation | Core Tracking | |
| Proof of Delivery Receipt | Proof of Delivery (Paperless Delivery) | Customizable templates are available for Proof of Delivery receipts. |
| Proof of Delivery on TAM7 (iOS and Android) | Proof of Delivery (Paperless Delivery) | Proof of Delivery as it works for TAMobile 7 |
| Quick Map | Core Tracking | |
| Rack Filling | Core Tracking | Conduct Filling by Manfold/Rack |
| Receive from Vendor (Third Party Filling) | Core Tracking | TrackAbout's Receive from Vendor (also often called Third Party Filling) is used to record the fact that assets have been received from an outside facility. |
| Record Editing | Core Tracking | Make changes to already created records |
| Remapping and Editing Product Codes | Core Tracking | Edit or Remap Existing Product Codes |
| Remove From Lot (Blow Down) | Core Tracking | Remove the Lot Number from an Asset |
| Remove Stale Inventory | Core Tracking | The Remove Stale Inventory tool provides a way to identify assets that have not been scanned in a defined period of time and mark them as Lost. |
| Rental Balance | Rental | This Customer report displays the current rental balance of the selected customer and all departments that bill with this customer. |
| Rental Bill Configuration | Rental | Customize the rental invoice generated through TrackAbout for your rental customers. |
| Rental Bill Hold and Release | Rental | The TrackAbout Rental Module allows a hold status to be placed on customers that require any kind of special handling each month. |
| Rental Classes | Rental | Rental Classes provide the default pricing structure for assets in the TrackAbout rental system. |
| Rental Rates and Methods | Rental | Set up List and Special pricing for items rented through TrackAbout. |
| Replace Barcode | Core Tracking | This function allows you to replace/change the barcode/tag for an asset |
| Reports | TrackAbout Support can create customized reports for you provide through the TrackAbout website or email subscription | |
| Reservations: Assigning Assets | Proof of Delivery (Paperless Delivery) | Assigning specific assets to orders |
| Shortcut Barcodes | TrackAbout provides support for users to create their own special shortcut barcodes for speeding data entry into a scanner. | |
| Sign Many (Capture Multiple Signatures) | Core Tracking | |
| Smartphone Geolocation | Smartphone App | Capture device GPS information during scanning |
| Sorting Assets | Core Tracking | These actions are used to sort individual assets when no container is needed or available. |
| Stopped Assets | Core Tracking | Recall The Block and Complaint (Empty and Full) actions are all used as a way to "stop" an asset from being used by most TrackAbout actions. |
| Switch between Load Truck and Unload Truck | Truck Load Unload and Reconciliation | Change a record action from Load to Unload or vice versa. |
| TAMobile 7 Android Basics | Smartphone App | Information about the Basics of TAMobile 7 on Android |
| Truck Audit | Truck Load Unload and Reconciliation | Truck Audit allows an operator to conduct a blind count of the assets by product loaded onto the truck. |
| Truck Manifest | Truck Load Unload and Reconciliation | TrackAbout can create a Truck Manifest. A Truck Manifest is used for recording what is on a truck and is commonly used for government compliance record keeping. |
| Truck Reconciliation | Truck Load Unload and Reconciliation | This feature is used to compare assets which were loaded on the truck and unloaded from the truck against assets which were delivered and returned during the truck's run. |
| Units of Measure | Core Tracking | Clients will use Units of Measure to enter and auto-convert numbers for different units. |
| Unload Truck | Truck Load Unload and Reconciliation | The Unload Truck action moves assets out of a truck location and into the inventory of the branch the user of the handheld selected when he signed into TrackAbout. |
| Use States | Core Tracking | A Use State describes the status or condition of an asset. |
| User Access Control | Core Tracking | Allows users to define the permissions for each user role |
| Valve Tracking | Core Tracking | Collect information about valves and establish rules to control their use. |
| Variable Volume | Core Tracking | Variable volume allows you to track the fill volume of assets during the fill process. |
| Wireless Collision Messages | Core Tracking | Users saving TrackAbout data wirelessly will receive messages on their handheld when their actions have caused a collision. |