Mobile Ordering
| TrackAbout Feature | |
|---|---|
| Feature Name: | Mobile Ordering |
| In Module: | Core Tracking |
| Short Description | |
| Available In: | TAMobile Android, TAMobile iOS |
| ← Back to list | |
Overview=
Customers can now create customer orders or inter-branch transfer orders on the spot right from your iOS or Android device.
This feature is particularly useful in scenarios where:
- Sales personnel are visiting customers who decide they are ready to receive or return assets
- Job Site supervisors or Project Managers need to order additional tools or equipment for a job/project
Why do I need it?
Reduce paperwork, phone calls and emails to communicate with Ordering / Warehouse Managers.
How Does it Work?
Create Order
From TrackAbout’s Android or iOS application, users will select Create Order
First, you’ll choose the order type, Customer/Job Site Delivery or Inter-Branch Transfer.
Next, depending on the kind of Order you’re creating, you will choose:
- Customer or Location receiving the order
- Planned Delivery Date
- Purchase Order Number (if applicable)
- Order Details – These are notes specific to the order such as “Deliver to Foreman’s Shed”, “Delivery to be received by Walter”.
Select order type
Now, you will add items for Delivery or Return based on product code and quantity. There are three ways to do this:
- Manually search for product codes and enter by quantityManual Pcode selection
- Scan an existing asset to look up its Product Code and add that product to the order.Scan to find Pcode
- Click the button to Return All Assets at Jobsite to identify all known assets at the customer/jobsite and edit the Delivery and Return quantities for those specific products
Finally, review your Order and Save.
As long as you have a wireless or cellular connection, your order information will be immediately saved to your TrackAbout website.
TrackAbout can be configured to assign an email to each internal location/branch. When orders are submitted, an email will be sent to the location’s contact to alert them of the new order.
How to get started
Users need to be subscribers to TrackAbout's Mobile application for iOS and Android devices. Read here for more information and contact the TrackAbout Support team or your Trackabout Sales Representative to get started.