TrackAbout Release Notes – September 2016

TrackAbout regularly puts out new features and improves existing ones. Below are some of the changes in the September’s software release:

  • Smartphone – Mobile Action for “Returns Only”
  • Web Site: Better on Desktop or Mobile
  • Additional changes for Mobile Ordering
  • Email Updates to Mobile Order Users
  • Smartphone: Return-Only or Pickup-Only Action

If you have questions about how you can start using any of these new features, please reach out to our Support team at support@trackabout.com.

Web Site: Better on Desktop or Mobile

You can now show and hide the left menu. This provides more screen room for viewing your data.

Use the icons in the upper left corner of the screen to show and hide the menu. You can also press the “m” hotkey to show/hide the menu. (The hotkey only works when the cursor is NOT in a text field.)

On tablets and smartphones, the left menu will be collapsed or hidden by default.

Using the Jump To (“J”) or other search box hotkeys will auto-expand the left menu.

image03

Additional changes for Mobile Ordering

Back Orders

You can now create back orders when using the Order Planning process.  When an order cannot be fulfilled in its entirety, select the order and click the “Create Back Order” button.

You will be shown a copy of the original order. Line items and their quantities can be changed as needed.  If there is a Purchase Order Number, it will be copied to the new back order.

When finished, click on “Create Order” and TrackAbout will assign and create a new back order.  The new order created does not reference the original order.

order-planning-back-order

Email Updates to Mobile Order Users

Orders created using the smartphone device are really requests for an order to be fulfilled. It is up to the inventory manager to decide when and how an order can be fulfilled.  It might be that an order can only be partially fulfilled, or that the delivery date must change.  TrackAbout added this so that if one of these key order attributes changes, the user placing the order knows it happens and can plan accordingly.

Now, when there have been changes to the delivery date, requested products, or order number, the user that originally requested the order will be sent an email detailing the changes.

Smartphone: Return-Only or Pickup-Only Action

For some TrackAbout customers, deliveries and returns are performed by different people. We have added a new Return Only/Pickup action available on Smartphone.

You can create a new Mobile Role that only permits a driver to perform Returns/Pickups. This new action only allows returns — there is no option to enter delivered assets.

return-only

To enable this action, please contact our support team.

Join the conversation!