Create Order: Branch Transfer

Create Order lets you use your mobile device to create an order to transfer assets from your current location to another internal location.

NOTE

These instructions are for the base version of TrackAbout Mobile 7. Because TrackAbout Mobile 7 is highly customizable, the screens and prompts you see may differ from those shown here.

To create a branch transfer order:

  1. Start create order

  2. Select a branch location

  3. Specify the number of assets being transferred by product code

 

Start Create Order

Create Order

Tap Create Order to begin.

 

Select a Branch

Tap to scan a Customer ID barcode, or tap Branch or Customer.

Select the branch (internal) location the assets are being transferred to. (Select a customer to create a customer order instead of a branch transfer.)

TrackAbout Mobile 7 assumes the assets are being transferred from your current Branch location.

— Tap to search for a location. Search results are displayed automatically once you enter at least two characters.

— Tap to scan a Location barcode.

Once you select a location, you’ll return to the Create Order screen.

Fill in the requested information.

Planned Delivery — Tap and enter the delivery date.

By default, TrackAbout doesn’t include weekends when calculating the pre-selected delivery date so that deliveries aren’t scheduled on weekends.

Purchase Order — Tap and enter a PO number, if any. (This field may be optional, required, or not visible depending on configuration.)

Delivery Notes — Tap and enter any delivery notes.

NEXT — Tap to continue.

 

Specify the Number of Assets Being Transferred

Add the items being transferred to the order.

Tap a listed Product Code to adjust quantities or remove the item(s).

— Manually add items to the transfer by keying in a tracking number or serial code to get a product code.

— Scan a tracking number or serial code to get a product code with your device's camera.

— Tap to display additional options.

Add Product — Manually add a line item by entering a product code.

Cancel — Close the menu.

SAVE — Create the order in TrackAbout and exit.

When the order is created in TrackAbout, TrackAbout notifies the contacts for the servicing locations by email that a corresponding order must be created in your ERP system.

 

Manually Add

Add assets to the order by keying in their tracking code or serial number to get a product code and then manually adjust the number of items with that product code to ship.

Barcode / Serial Number — Manually key in a tracking code or serial number.

Ship (Button) — Gets the product code of the asset referenced by the tracking code or serial number you manually entered and adds one to the order.

Switch to Serial Number / Switch Back to Barcode — Switches between barcode and serial number entry.

Product Code Box — Tap to adjust the number of assets with that product code.

Tap DONE to return to the Create Order screen.

 

Edit Product Quantity

Adjust the number of the product to include in the order.

Quantity — Tap to add and tap to subtract as needed.

DONE — Tap to finish editing the quantity.

Remove this Product from Order — Tap to remove this product from the order.

Add a Line Item by Product Code

Add a line item to the order by entering a product code.

— Tap to search for a product code. Search results are displayed automatically once you enter at least two characters.

Tap a product code to select it, then tap NEXT to enter quantities.