etrack user manual penchant software inc. this manual was written using a samsung galaxy nexus phone...

eTrack User Manual

Penchant Software Inc.This manual was written using a Samsung Galaxy Nexus phone with Android OS version 4.1.1 (Jelly Bean)

Version 3.0.2

1

One of the keys to successful freight management, transportation, and delivery is the accurate, real-time tracking of the status of shipments, start to finish. Shippers need information about their goods in transit, forwarders, handlers and carriers need to be able to document that they’ve done their jobs and end customers deserve to know what to expect from their delivery experience. While the process isn’t new, eTrack now mirrors all of the traditional freight management and documentation processes and tools and presents them in a powerful mobile application. ETrack provides the transportation professional an accurate, time-saving and convenient transportation management tool. This manual provides instruction for its use.

WELCOME TO THE ETRACK MOBILE APPLICATION

eTrack User Manual

Penchant Software Inc.

Section 1 – Downloading the App from the Google Play Store

Section 3 – Perfect Delivery Scenario (from client pick up to a Forward Air location and from Forward Air to final mile consignee

This manual was written using a Samsung Galaxy Nexus phone with Android OS version 4.1.1 (Jelly Bean)

Section 4 – Delivery Exceptions (Attempt Pickup or Delivery, Late Pickup or Delivery, Missed Pickup or Delivery, Unattended Pickup or Delivery, Full Refusals and Partial Refusals)

Section 5 – Tips and Tricks (Using the phone, Updating the App, GPS and saving battery life). 2

Version 3.0.2

Section 2 – Things to know before getting started

Penchant Software Inc.This manual was written using a Samsung Galaxy Nexus phone with Android version 4.1.1 (Jelly Bean)

Section 1

3

Downloading the App from the Google Play Store

DA1.DA4.

DA2.

DA3.

DA5.

DA6.

DA7.

DA1. Find the Google Play App on your phone.DA2. Select the magnifier to search for an app.DA3. Type “eTrack”DA4. Select eTrack when it comes upDA5. Choose installDA6. Accept and DownloadDA7. Select open


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Things to know before getting started

Section 2

Every job has two lines on the stop screen. One has a “P” next to it and the other has a “D” next to it. P=Pickup and D=Delivery. They do not always sit next to each other as you can see in this example here. If you select the wrong stop, you will not be able to scan anything. All barcodes are customer specific.

There is a screwdriver and wrench next to stops that have additional services. We call it the assessorial, but you know them as the stuff that you have to do when you get to the customer’s home. Click on the icon to view.

Status codes and definitions:• OPN = Open• ATP = At Pickup• ONB = On Board• AOH = Arrived Origin Hub

Status codes and definitions:• DAL = Dropped at Line Haul• SAH = Scanned at Hub• ADH = Arrived Destination Hub• PUD = Picked up at Destination

Status codes and definitions:

• ATD = At Destination

• CLS = Closed


5

Things to know before getting started

Section 2

If you see this pop up when you log out, please make sure to sync the information. Syncing is what updates our system with your progress and it adds returns jobs to your route when applicable.

The number (in this example 2) indicates how many exceptions this piece has. It sits next to the icon that looks like a glass

This pop up is perfectly normal after logging in. Let it run, this is what updates your route information


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Section 3

Perfect Delivery Walkthrough 1 of 3

PD1.

PD2.

PD3.

PD4. PD5.

PD6.

PD7.

PD1. Click on the eTrack appPD2. Log into the appPD3. Sign your namePD4. Select your routePD5. Select your stopPD6. Select arrivePD7. Confirm your arrival


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Section 3


PD8.

PD9.

PD10. PD11.

PD12.

PD13.

PD8. Select ScanPD9. Scan the itemPD10. Add exceptions (if any) or press the X to continue. Droid back button one time to go back to the item screenPD11. Select CompletePD12. Confirm if there are any more exceptionsPD13. Tap to sign. Fill out namePD14. Capture signaturePD15. Confirm ONB (On Board)

PD14.

PD15.


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Section 3


To complete the Delivery portion of a stop repeat steps PD5 thru PD15. The only difference between the pick up and the delivery is the “P” and the “D” next to each stop. Make sure that you notate any exceptions along the way at the item level. To learn more about exceptions, please refer to the Exceptions section


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Section 4

Delivery Exceptions – Attempt Pickup or Delivery, Late Pickup or Delivery, Missed Pickup or Delivery and Unattended Pickup or Delivery

Attempt Pickup or Delivery. Occurs when 3PD driver arrives at the shipper or consignee location and is unable to complete the pickup or delivery and must return at a later time to complete.

Late Pickup or Delivery.Occurs when 3PD driver completes the pickup or delivery after the date and time window scheduled with the shipper or consignee has expired.

Missed Pickup or Delivery.Occurs when the 3PD driver does not complete the pickup or delivery because they arrive after the time window schedule with the shipper or consignee has expired and the unable to complete the pickup or delivery late.

Unattended Pickup or Delivery.Occurs when the either the shipper or consignee is unavailable to countersign for the tender of the shipment and it is completed. This should really never happen without explicit instructions from the client. In fact, I think I have asked to have this Order Level Exception removed from the options list.

Definitions


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Section 4


To get to the point of using or documenting one of these exceptions, the user must follow steps PD1 thru PD7.

IC1.

IC2.

IC3.

IC1. Select ExceptionsIC2. Select the plus sign to add an exceptionIC3. Make sure that you select the proper exception* App will go back to stop screen and create a return job


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Section 4


To get to the point of using or documenting one of these exceptions, the user must follow steps PD1 thru PD7.

IC1.

IC2.

IC3.

IC1. Select ExceptionsIC2. Select the plus sign to add an exceptionIC3. Make sure that you select the proper exception

* App will go back to stop screen and create a return job, it will take a few moments to sync the data


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Section 4

Delivery Exceptions – Partial or full refusal

To get to the point of using or documenting one of these exceptions, the user must follow steps PD1 thru PD10. At this point the user would be documenting an exception at the item level. Step PD10 is a black screen and it has a button on for exceptions (IC4.) in the lower right corner. When the select a condition menu comes up, select the condition (IC5.)

IC4.

IC5.

List of Conditions (IC5.)• Badly Worn• Bent• Bubble Wrapped• Burned• Cardboard Box• Carrier Disassembled• Chipped• Concealed Damage• Contents Unknown

List of Conditions (IC5.)• Corner Boards• Cracked• Crushed• Dent• Faded• Frayed• Hole• Item missing• Loose• Marred• Mech Cond Unknown• Mildew

List of Conditions (IC5.)• Moth Eaten• New• Open• Over• Owner

Disassembled• Packed by Carrier• Packed by Owner• Pad Wrapped• Palletized


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Section 4


IC6.

IC6. Select if the customer is keeping the itemIC7. Press the Plus button in the top right of the screen to set the location of the conditionIC8. Select the location of the condition. (you can choose multiple)

IC7.

IC8.

List of Locations• Arm• Bottom• Corner• Front• Left Side• Leg• Rear• Right• Side• Top• Veneer

List of Locations• Edge• Seat• Drawer• Center• Inside• Cover• Shelf• Door• Skirt• Right Side


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Section 4


IC9. Once the condition and location are selected correctly, select okIC10. Aim the camera at the item where the exception is and use the blue button to capture the photo.IC11. If you like the photo, press the check mark button in the bottom right of the screenIC12. If you accept the exception, press the droid back button one time to continue scanning items (you can repeat the exception process if needed at this point) or to complete the job using steps (PD9 thru PD14).

IC9.

IC10.

IC11.

IC12.

etrack user manual penchant software inc. this manual was written using a samsung galaxy nexus phone...

Documents

android version

jelly bean version

android os version

samsung galaxy nexus

delivery experience

jelly bean section

perfect delivery scenario

google play app