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Move Documentation - How to

This documentation is regularly updated to reflect any changes or improvements in the software.

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Tracking​

picture

You will find everything regarding the Tracking module in this chapter.

Track an order​

There's several ways one can track an order. Depending on which device you're logged in with you will start from either option 1 or 2. Option 3 is for customers using Ignos Engage.

1. Tracking from pc​

Input the part name, part number, ERP-, TR order number (Move order number) or Parcel number directly into the search box.

tracking1
Search for order from the search box.

2. Tracking from Mobile/tablet​

From a tablet or mobile device you can also use the QR-tracking option which will launch the device's camera ready for QR-scanning of a label:

tracking2
QR-scanning available from mobile device.

3. Tracking from Ignos Engage​

Tracking from Engage can be done from either a work order or a work order operation:

Work order tracking​

tracking_engage_wo The Tracking window will open in a new tab.

Work order operation tracking​

tracking_engage_wo_operation The Tracking window will open in a new tab.

Update location​

The Tracking interface includes an Update locations button accessible from any device.

picture

info

Update locations enables you to:

  • Add or remove parcels from an order.
  • Modify parcel descriptions.
  • Update the location for all or individual parcels.
  • Print labels labels for all or individual parcels.

note

There's also a Book forklift button that takes you directly to the Booking interface.

Demonstration of Update locations​

Below is a demonstration of these functions in the order listed above, presented in a GIF:

picture

note

Notice that the parcels each has a P-number which is what we call Parcel number in Move.

Booking​

picture

You will find everything regarding the Booking module in this chapter.

Place a booking​

There's several ways one can place a booking. Below you'll find a list of options.

1. From the Booking module​

Here you can choose from four kinds of bookings: Standard, Chip, Garbage and Other

info

Notice below that the parcels each has a P-number which is what we call Parcel number in Move.

Standard​

standard_booking

Instructions:
  1. Production order: Requires a part name, part number, ERP-, TR order number (Move order number) or Parcel number.

        When an order has been inputted, the picture will look something like this:

standard_booking2

  1. Parcel details: The intended use for this box is to describe what's in the parcel.

  2. From: Auto-fills with the last known tracking point.

  3. To: Automatically suggests and fills the next likely location. Use the dropdown suggestions for quick selection.

  4. Add parcel: Add more parcels to divide the work order into multiple parcels.

  5. Special needs: Select any, or defaults to a Normal forklift booking.

Chip​

chip_booking

Instructions:

chip_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel (e.g. material type).

  4. Special needs: Select any, or defaults to a Normal forklift booking.

Garbage​

garbage_booking

Instructions:

garbage_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel (e.g. garbage type).

  4. Special needs: Select any, or defaults to a Normal forklift booking.

Other​

Other orders generate a Move order number (TR-XXXXXX), which you can use to store items that aren't in the ERP system, such as assemblies, tools, equipment, etc.

info

You can only create one parcel for each Move order number!

other_booking

Instructions:

other_booking2

  1. From: Enter your location. Use suggestions for quick fill.

  2. To: Assumes and fills in the next likely location. Use suggestions for quick fill.

  3. Parcel details: The intended use for this box is to describe what's in the parcel.

  4. Special needs: Select any, or defaults to a Normal forklift booking.

2. From the Tracking module​

Click this button to go directly to the booking screen in Move: tracking_mockup_move

All your parcels will be pre-selected and ready for transport booking: tracking-booking_prefilled.png

3. From Engage​

Booking from Engage can be done from either a work order or a work order operation:

Work order booking​

tracking_engage_wo The Booking dialogue window will open directly within Engage.

Work order operation booking​

tracking_engage_wo_operation The Booking dialogue window will open directly within Engage.

4. Auto-fill From location setting​

This setting is designed specifically for stationary scanning setups.
It allows the user to configure a default From location that will automatically pre-fill in the From field during bookings.

The pre-filled value can still be cleared if needed, allowing the field to function as usual.
However, it will remain pre-filled until the setting is deactivated.

Here's a quick demo showing how to use it.

autofill_from_location

Driver​

overview_driver

You will find everything regarding the Driver module in this chapter. This module is primarily designed for tablet users but is also fully compatible with mobile devices and PCs.

The Driver module has three tabs: Pending, In Progress and Completed: driver_tabs

Pending​

In the Pending tab, all bookings are listed with the oldest ones appearing at the top.
You can use filtering options and open individual bookings to view more details, Claim bookings or print labels.

Here’s a quick demo: driver1

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

In Progress​

To move a booking to the In Progress tab, simply Claim the job. driver_claim

In the In Progress tab, bookings are also listed with the oldest ones at the top.
You can apply filters, open bookings for more details, and perform the following actions:

  • Revert bookings to Pending
  • Completed bookings
  • Print labels
  • Modify parcel details
  • Change delivery location

Here’s a quick demo: driver2

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

Completed​

To move a booking to the Complete tab, simply Complete the job. driver_complete

Unlike the other two tabs, bookings in the Complete tab are sorted with the newest ones at the top.
You can apply filters, open bookings for more details, and perform the following actions:

Here’s a quick demo: driver3

tip

The title in the booking-details works as a hyperlink directly into the Tracking module: driver_tip_hyperlink

Admin​

overview_admin

You will find everything regarding the Admin module in this chapter.
This module is primarily designed for PC users, though it can also be accessed on mobile devices, albeit with reduced user-friendliness.

The Admin module has four tabs: Active bookings, Completed bookings, Materials and Parcel locations: admin_tabs

Active bookings​

admin_active_bookings

Instructions:

admin_active_bookings_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. Filter: Filter by Location, Zone, Booking kind or Transport kind.

  3. More options: Gives you the options to Update booking, Cancel booking or Print label.

Completed bookings​

admin_complete_bookings

Instructions:

admin_active_complete_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. Filter: Filter by Location, Zone, Booking kind or Transport kind.

  3. More options: Gives you the options to Update booking, Cancel booking or Print label.

Materials​

admin_materials

Instructions:

admin_materials_instructions

  1. Search: Search for materials.

  2. Filter: Filter by Uncategorized, No Cover or Cover Required

Click each material to toggle between categories.

Parcel locations​

admin_parcel_location

Instructions:

The primary function for Parcel locations is to find stored parcels based on location.

admin_parcel_location_instructions

  1. Search: Search by ERP order, Move order (TR) number or Part information.

  2. Filter: Filter by Location, Zone, Booking kind or Transport kind.

  3. More options: Gives you the options to Update booking, Delete parcel or Print label.

Labels​

print_icon

You will find everything regarding printing a label in this chapter. There's several ways you can print a label.

1. From the Booking interface​

printing_instructions_booking

  1. Global print button: Use this button to print label for all parcels.

  2. Specific print button: Use this button to print label for the specific parcel.

2. From the Update location interface​

printing_instructions_updatelocation

  1. Global print button: Use this button to print label for all parcels.

  2. Specific print button: Use this button to print label for the specific parcel.

3. From the Driver interface​

You can print labels from the detailed view of a booking in the Driver interface regardless of status (Pending, In Progress or Complete):

printing_instructions_driver

4. From the Admin interface​

From the Admin interface it's possible to print labels from the tabs Active bookings, Completed bookings and Parcel locations.

The print label option can be found by clicking the more options (triple dot) button located on the right side of the row:
printing_instructions_admin

5. From Engage​

printing_instructions_engage_wo

printing_instructions_engage_schedule

tip

Notice that you can check multiple orders, and print label for all of them at once!

6. Label settings​

You're able to change label-type through the User preferences settings.

Here's a quick demo showing how.
user_preferences_label_settings

Portrait format without drawing included on the label​

label_setting_1

Portrait format with drawing included on the label​

label_setting_2

Landscape format​

label_setting_3-1
label_setting_3-2
As you can see, the Include drawing in route card print setting does not affect whether or not the Print route card in landscape orientation option is activated.

Application flow diagrams & role permissions​

Role permissions chart​

role_permissions

Tracking flow chart​

tracking_flow

Booking flow chart​

booking_flow

Driver flow chart​

driver_flow

Admin flow chart​

admin_flow