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Jun 15, 2023

Fulfillment Actions

 

(Fulfillment Module Required)

 

Overview: Mobile WorkForce Fulfillment offers rental stores an electronic means of documenting the operational /life cycle of a contract. Electronically processing allows for real-time communication and access to contract details.

After setting up security From Mobile WorkForce->Fulfillment

 

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Each in/out process gathers items counts, comments, timestamps, who performed the action, and meter/fuel readings (when applicable). This tracks the many phases of each order in real-time while showing exceptions such as  over/under or changes to the contract itself:

Prep Out           – Inventory is pulled, inspected, and staged/package for an order.

Prep In             – Inventory is inspected, cleaned, and placed back into the warehouse.

Will-Call Out     – Inventory is given directly to the customer.

Will-Call In       – Inventory is returned directly by the customer.

Load Out          – Prepped inventory is placed on a delivery truck.

Load In             – Inventory is placed on a vehicle for return.

Deliver Out       – Items being unloaded from the delivery truck.

Pickup In           – Items being loaded into a delivery truck.

 

Fulfilling Out/In

1.   Select the Contract

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2.   Use the list to select each line or all lines (using the check box) and press the Count-Out/In button to show completion for the selected items.

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3.   For a more detailed view select the item key to view the Item Detail Screen. The detail screen provides more detail than the list view and allows you to action specific quantity

 

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* You will be able to view the Item Key, Record Number, and Part No.

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