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Asset(s) on Encompass Mobile: Place

Driver/rep steps on Encompass Mobile for placing a picked and loaded asset (e.g. a cooler) at a customer: scan the Asset ID, collect a signature, sync, and print a receipt. Needs RAS or RAS+ tier and v23.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 23.01

Pre-Conditions

  • Tier: RAS & RAS+
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  • Asset has been picked and loaded on the truck.

Steps

How to 'Place' Assets on Encompass Mobile:


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From My Day

  1. Select Customer Event
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  2. Tap 'Assets' from the Navigation Menu
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  3. Tap the 'Place' tab
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  4. Select Asset by checking the empty circle to the left of the asset record
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    ​Tip: User can tap 'Select All' if there are multiple assets being placed
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  5. Tap 'Place Selected'
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    ​Note: User is redirected to the 'Edit Asset' screen where information can be updated. If no update is necessary, select the back arrow in the upper left.
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  6. Scan or enter the Asset ID
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  7. Add any additional information about the Asset
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  8. Tap the back arrow
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  9. Collect signature and tap 'Done'
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  10. Perform manual sync on the home screen
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  11. Print or email receipt
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From the Home Screen

  1. Tap the 'Customers' button on the home screen
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  2. Select the Customer
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  3. Tap 'Assets'
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  4. Select the 'Place' tab
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  5. Select Asset by checking the empty circle to the left of the asset record
    ​
    ​Tip: User can tap 'Select All' if there are multiple assets being placed
    ​
    ​

  6. Select the 'Place Selected'
    ​
    ​Note: User is redirected to the 'Edit Asset' screen where information can be updated. If no update is necessary, select the back arrow in the upper left.
    ​
    ​

  7. Scan or enter the Asset ID
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    ​

  8. Add any additional information about the Asset
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    ​

  9. Tap the back arrow
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    ​

  10. Collect signature and tap 'Done'
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  11. Perform manual sync on the home screen
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  12. Print or email receipt

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