Actions

Actions are job-related and tracking activities you can do using TrackAbout Mobile 7. Each action lets you do a specific task, such as creating an order or tracking assets being delivered or returned from a client.

Your TrackAbout admin determines which actions are available for you to use in TrackAbout Mobile 7. Generally, you will only have access to the actions needed to do your specific job.

NOTE

The actions listed here are the standard, out-of-the-box TrackAbout actions. Since TrackAbout Mobile 7 is highly customizable, your company may have custom actions not listed here, or may have customized how the actions listed here work.

Registration Actions

Add New

Also Called: Register Asset

Add (or register) a new tracked asset to TrackAbout. Read more...

Add New Bulk Tank

Also Called: Register Bulk Tank

Add a new bulk tank to TrackAbout. Read more...

Add New Pack

Also Called: Register Bundle, Make Bundle

Create a pack for later filling. Read more...

Add New Pallet

Also Called: Register Pallet, Add New Container

Find Inventory

Search your current inventory by Product Code or internal Location. Read more...

Production Actions

Analyze

Also Called: Analysis

Record analysis test results. Read more...

Fill

Record the filling of assets with or without work orders.

Inspection Scan

Also Called: Sort Assets

Scan multiple assets to mark that they're ready for filling. Read more...

Inventory Audit

Also Called: Physical Inventory

Perform internal inventory audits. Read more...

Locate

Also Called: Set Asset Location

Set the internal location of one or more assets. Read more...

Make Pack

Also Called: Pack, Bundle Build

Add items to a new or existing pack. Read more...

Palletize for Interbranch Transfer

Also Called: Sort for Interbranch Transfer, Palletize for empty Interbranch Transfer

Add assets into a tracked container for transport to an internal location. Read more...

Unmake Pack

Also Called: Unmake Bundle, Bundle Dismantle

Dissociate uniquely tracked assets from a pack. Read more...

Distribution Actions

Asset Lookup

Also Called: Wireless Lookup, Asset Search, Info Scan

Search for assets by tracking tag or serial number and view asset details and history. Read more...

Branch Transfer Receive

Receive a transfer between internal locations initiated with Branch Transfer Send. Read more...

Branch Transfer Send

Begin a transfer of assets between internal locations. Read more...

Create Order

Create a customer order or branch transfer order.

Delivery

Also Called: Ship/Return, Delivery / Return, Ship / Pickup, Paperless Delivery, Point of Delivery

Deliver assets by manually entering order number and customer information, or deliver orders with integrated order sync.

Fill for Customer

Fill assets at a customer's site, without bringing the assets back in-house. Read more...

Load Truck

Move assets to a truck location. Read more...

Picking

Also Called: Sort Trip Load, Staging

Commit assets for delivery trip. Read more...

Recent Deliveries

View details about your recent deliveries, as well as view and reprint delivery receipts from those deliveries. Read more...

Reserve for Order

Also Called: Reserve

Assign specific assets to an order. Read more...

Return Assets

Also Called: Return Only

Return assets from a customer. Read more...

Sign Later

Also Called: Collect Multiple Signatures, Multi Delivery Sign-off

Collect signatures for multiple deliveries to the same customer at once, after the last delivery. Read more...

Simple Sort for Delivery

Collect larger numbers of assets into tracked pallets than can be practical if using Sort for Delivery, at the expense of data validation and other features. Read more...

Sort for Delivery

Also Called: Palletize for Delivery, Delivery Sort, Palletize Fulls

Scan or add assets into a tracked pallet / container for delivery. Read more...

Truck Load Inventory

Shows you the current inventory of your assigned truck. Read more...

Unload Truck

Register assets unloaded from a truck, including non-scanned and hardgoods / consumables. You can unload assets in no particular order (Simple Unload Truck), by trip (Unload Truck by Trip), or by picking (Unload Truck Like Picking).

Maintenance Actions

Change Service

Also Called: Reclassify Assets

Change an asset's product code. Read more...

Condemn Asset

Mark assets as condemned. Read more...

Customer Audit

Count all assets found on customer premises. Read more...

Customer Move Asset

Also Called: Move Asset, Customer Portal Move Asset

Record when your customer moves assets. Part of the Customer Portal module. Read more...

Empty Pallet

Also Called: Empty Container

Remove all the items from a container or pallet. Read more...

Flag for Maintenance

Also Called: Send to Maintenance

Scan an asset and mark it as needing some form of maintenance. Read more...

Maintenance

Record the type of maintenance done on an asset. Read more...

Palletize for Maintenance

Also Called: Sort for Maintenance

Add assets that need maintenance to a container. Read more...

Print Lot Labels

Also Called: Lot Label Printing

Print or reprint lot labels on a label printer. Read more...

NOTE

Available on Android only.

Receive from Vendor

Also Called: Third Party Fill, Vendor Receive

Record when an asset has been filled by a third party vendor. Read more...

Remove from Lot

Also Called: Blow Down

Remove assets from a lot and note why they're being removed. Read more...

Replace Barcode

Also Called: Relabel, Relabel Asset

Replace worn or missing barcodes while retaining asset history and traceability. Read more...