Preparation
All assigned protocol lines for delivery are displayed in the Preparation tab. How to create protocol lines is described under Protocol. More information on the options in the Preparation tab can be found under “Preparation” Tab. This chapter is divided into the following sections:
Preparing Protocol Lines with Items
To prepare a protocol line containing only items, proceed as follows:
- In the Preparation tab, tap the protocol line you want to prepare.
- An overview of the protocol line with further information on the rent object is displayed.
- Navigate to the General FastTab.
- Tap Quantity to Confirm.
- A dialog window is displayed in which you can enter the quantity of the rent object. If it is a partial delivery, you can adjust the quantity accordingly.
- Activate the Confirm Quantity toggle switch.
- Once you have confirmed the quantity, tap Finish Preparation. A dialog window is displayed.
- Confirm the dialog window with Yes to finish the preparation of the protocol line.
Tip
If you have made incorrect changes and want to undo them, you can tap the Reset Protocol Line button. This discards all changes and restores the original state of the protocol line.
The preparation of the protocol line is complete. Thanks to the real-time synchronization, the Mobile Status in the protocol card is set to Prepared in our ERP solution. Once all protocol lines of a rent protocol have been prepared, you can start the handover. How to carry out a handover is described under Handing Over a Delivery Protocol.
Preparing Protocol Lines with Service Items
To prepare a protocol line containing service items, proceed as follows:
- In the Preparation tab, tap the protocol line you want to prepare.
- An overview of the protocol line with further information on the rent object is displayed.
- Navigate to the General FastTab.
- Tap Damages.
- A list of all damages is displayed. If previous damages exist, they are also listed here.
- Optional To record a new damage to the rent object, tap the + icon in the bottom-right of the screen.
- In the Description field, enter a meaningful description of the damage.
- Confirm your entry by tapping the check mark icon.
Note
In order to synchronize pictures with our ERP solution, you must set up an Azure Blob Storage. More information on this can be found under Setting Up Azure Blob Storage.
- To add pictures of the damage, tap the picture icon in the bottom-right of the screen.
- Capture the desired pictures directly via your camera.
- Add the pictures to the damage report.
- Tap Record Damage.
- When all damages have been recorded, activate the Damages Recorded toggle switch.
- Activate the Confirm Quantity toggle switch.
- Once you have confirmed the quantity as well as the damages, tap Finish Preparation. A dialog window is displayed.
- Confirm the dialog window with Yes to finish the preparation of the protocol line.
Tip
If you have made incorrect changes and want to undo them, you can tap the Reset Protocol Line button. This discards all changes and restores the original state of the protocol line.
The preparation of the protocol line is complete. Thanks to the real-time synchronization, the Mobile Status in the protocol card is set to Prepared in our ERP solution. Once all protocol lines of a rent protocol have been prepared, you can start the handover. How to carry out a handover is described under Handing Over a Delivery Protocol.