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Capturing Data - Kegs

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Summary

Phase Two of your Quick Start Implementation includes setting up your devices to capture data.

This is your guide to getting started with TrackAbout's iOS/Android application. But first, there are some pre-requisites you need to review before continuing with this guide.

  1. Getting Started - Kegs - By this time, you should already be well on your way through this page which provides the steps for getting your system set up and configured to your particular needs. If you have not gone through Getting Started with TrackAbout please contact your OnTrack Implementation Specialist at Support@trackabout.com
  2. Smartphone App -- Have you downloaded the application yet? If not, you need to follow the steps to get your devices ready for use.

Ready, Set, Go

Now that you have completed the pre-requisites, it's time to start using your app. We'll take you through some basic instructions and show you how the smartphone application can be used.

Log into the TrackAbout app

On the mobile device, start the TrackAbout app by clicking the TrackAbout icon.

TASmartphone Login.png

Login using the username (or email address) and the password sent to you in your welcome email.

Menu and Basics

You are now logged in. The main action menu is displayed.

TASmartphone Main Menu.png

Note that your screen might differ from what is shown here.

Tip Swipe right to display other action menu(s).

In the header of the app, you will always see two icons:

  • Hamburger menu (three stacked lines) - This gives you access to the Asset Search, app settings and other features.
  • Synchronization - Syncs your app with your TrackAbout website. This pulls down the latest information from your website and also ensures any records currently on your devices are saved up to the site.

NOTE: You should be syncing your application at least on a daily basis to make sure you're working with the latest data from your TrackAbout system.

Basic Actions

Registering Kegs

Physical Registration - Barcode and Tag Placement Best Practices

A crucial part of the registration process includes affixing a tag/barcode to the keg.

Make sure to apply the label to a clean dry surface. Also, it's best to place the tag or barcode in a place that won't receive regular rubbing but is easy to access for scanning purposes.

Note: A physical barcode should not be applied to a keg before the "Scan Keg Barcode" step below. This will ensure that all barcoded kegs have correct and complete information collected as they are registered in TrackAbout.

Add New

Used for registering kegs in your system. Note, you have the option to call this action by another name.

Smarthone Add New process.png

  • Optional Information: TrackAbout can insert custom screens to collect keg attributes.

When all barcodes are completed, tap Save in the upper right hand corner. Note When the action is saved, your device will provide visual and audible feedback.

If you do not have connectivity at save time, the app will automatically save your action at the next opportunity.

Set Keg Location

This allows you to set a keg's internal location.

Smartphone Locate.png

Find Inventory

This allows you to search your inventory and find specific assets by filtering based on location and/or product code. Once the results are shown, it also provides easy access to an asset's details by selecting the asset from the list of inventory results.

FindInventory.png

Change Item Number / Product Code

Also called Change Service or Reclassify Kegs, this action is used to change the Item Number / Product Code of an keg.

Smartphone Change Service.png

Change Barcode

Use this action when updating a keg's barcode. This is usually done when an keg's barcode has been damaged, removed, or is missing.

Smartphone Change Barcode.png


Fill Kegs

TrackAbout's Filling process allows operators to set the product code on kegs and transition their "Use State". Common uses of TrackAbout Filling transition kegs from:

  • Empty to Full
  • Dirty to Clean
  • Not Ready to Ready

Here is a typical Filling process as seen in the smartphone app:

Smartphone Filling1.png

Receive from Vendor

Receive from Vendor (also sometimes called Third Party Filling) is used to track kegs that have been brought into one of your internal locations from a vendor or third party. This process is helpful if you want to track vendor owned kegs with less information than you want to track your own kegs.

This is also a good process if you have kegs Filled or Processed by a third party. This can be used to track that action and update the keg's use state.

Smartphone Receivee from Vendor process.png

Deliver / Pick up Kegs

The Delivery process is used to move your kegs from an internal location to a customer location.

Customer Orders

You may choose to create Orders in TrackAbout for Container Drop Offs and Pick-ups. This is a great way to organize all of your customer orders and provide your drivers with information about where to go and what needs to be dropped off/picked up. Use the Add New Order page to get your orders in the system. The Add New Order wiki page gives complete information about how to create those orders.

  • Please Note, your customers need to be in the system before you can create orders for them. Review the information on Customers to create your customer accounts.

Once your orders are in the system, you can print out the Delivery Tickets report. This report provides your drivers with order information as well as Customer and Delivery number barcodes so that no manual entry is needed during delivery. This report is available to you on the TrackAbout website via the Custom Reports page.

Here is an example of how each delivery ticket will print:

Delivery Ticket Report.png

To manage Orders that exist in the system, use the Order Planning page. This page will show you orders by intended delivery date and location. From here you can change dates, trucks and routes. You may also click into each individual order to change details just as ordered items and quantities.

OrderPlanningAWS.png


Next, use the TrackAbout App to Drop Off and Pick up your containers:

Mobile Delivery Screens

Smartphone SimpleDelivery1.png

Smartphone SimpleDelivery2.png

Smartphone SimpleDelivery3.png

You also have an option to email the delivery receipt to your customer. Simply submit a request to support@trackabout.com to enable the feature.

Customer Audit

The Customer Audit functionality allows you to compare what TrackAbout thinks a customer has on balance to what is found physically on-site.

The TrackAbout app is used to scan all found kegs at a customer location and then the TrackAbout website is used to reconcile the audit. See the page on Customer Audit for more information about this process.

Smartphone Customer Audit.png

NEXT: Reviewing Data

Now that you have started to capture data, it's time to review and utilize that data. Proceed to the next page to learn about TrackAbout tools and reporting as available on your TrackAbout website.

Continue to Reviewing Data - Kegs