Return Assets

Return Assets is a delivery that only allows returns.

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 use Return Assets:

  1. Start Return Assets

  2. Select order

  3. Add returns

  4. Review the order

  5. Collect customer signature

 

Start Return Assets

Return Assets

Tap Return Assets to begin.

 

Select Order

Select the truck, customer, and order number for the return.

Truck — Tap to select the truck being used.

Customer — Tap to select the customer.

Order # — Tap to key-in the order number.

Purchase Order — Tap to key-in a purchase order, if any.

Notes — Tap to key-in any notes.

Tap NEXT to continue.

 

Add Returns

Scan or manually enter the assets being returned.

— Manually key in a tracking tag.

— Turn your device's flashlight on or off.

Tap DONE when finished to continue.

Scan in items as needed using your device's camera, or a handheld barcode or RFID scanner.

Continue to Review when done scanning.

 

Review

Review the items being returned and add additional items if needed.

— Scan additional items using your device's camera.

— Additional options.

Add Product — Add items by product code.

Tap NEXT when you're ready to complete the order.

 

Enter by Product Code

Select a product code from the list.

— Search product codes.

— Scan a product code barcode.

Tap a product code to select it.

Tap NEXT to return to the Review screen.

 

Key in Barcode

Add assets by keying in their tracking code or serial number.

Tap Barcode and key in a tracking code. To enter a serial number, tap Switch to Serial Number.

Tap Serial Number and key in a serial number. To enter a barcode, tap Switch Back to Barcode.

Tap DONE when you've finished keying in assets to return to the Review screen.

 

Collect Signature

Collect a signature from the customer.

Purchase Order — Purchase order number, if any.

Sign Later — Check this to collect the signature later, using Collect Multiple Signatures.

Signer's Name — Key in the name of the person signing off on the return, then have them sign using a stylus or finger.

Tap NEXT to continue.

 

 

 

Email / Print Receipt

Email and/or print a copy of the receipt for the customer.

Email a copy of the receipt to — Enter one or more email addresses to send the receipt to. Separate multiple addresses with a comma.

Print Receipt(s) — Tap to print the receipt.

NOTE

Printing requires that your device is connected to a printer via Bluetooth.

Tap SAVE when done.