Creating tickets

Tickets can be added automatically through an interfacing ticketing application or manually through the TrackIt Web Console. If you are adding or editing tickets manually, the instructions below outline all the steps for this process.

  1. Add a customer
  2. Add a jobA project that orders and tickets are grouped under.
  3. Add an orderIndividual requests for specific materials that are associated with a job. Some jobs may consist of multiple orders of varying products.
  4. Add a product
  5. Manually add a ticketShort for “delivery ticket,” which is printed and given to the driver. Also called a tag or docket. The ticket includes, at a minimum, the product(s) ordered and the delivery address. It can also include the amounts of materials batched to form the mix. In the past, producers sent copies of the delivery ticket with prices as invoices; now tickets and invoices are two separate documents.

Add a customer

While the Customer, Job, Order, and Product can be added in random order, adding a customer is generally where the workflow will begin.

  1. Navigate to Dispatch > Ticket Management > Customer.
  2. Click the Add Customer  button.
  3. In the Add Customer dialog windowA pop-up window that requires user input., enter in the Customer Code.
  4. Enter other applicable information if desired.
Even though it is not required, we recommend entering in a Customer Name to help identify the customer.
  1. Click Save . The new customer will be added to the Ticket Management CustomerClients that place an order for product. This is not always the destination location for a job. List.
  2. Use the Edit  button to make any changes or to add information about the customer later.

Add a job

A job consists of multiple orders and products a customer might have requested for a project. Each project should consist of one job.

  1. Navigate to Dispatch > Ticket Management > Job.
  2. Click the Add Job  button.
  3. In the Add Job dialog window, enter in the Job # and any other applicable information.
Even though it is not required, we recommend entering in a Descr to help identify the job.
  1. Click the Save  button.
  2. Edit your job using Edit  button. Note that you may only edit everything but the Job #.

Add an order

A job will most likely have more than one order for products. Orders help keep track of items for payroll and accounting.

Best Practices: For the order to have more relevant information, a Job needs to be created first. Additionally, when an order is edited, only the Order # can be altered, so if you want this information saved with the order, you will need to include the relevant Job information before saving the order.
  1. Navigate to Dispatch > Ticket Management > Order.
  2. Select the Add Order Add Order button button on the right.
  3. In the dialog screen, enter in a new Order # in the first field.
  4. Add the relevant Job information and Comment below the Order #. You may select either the Job # or Job Descr to auto-populate the other drop-down menu and the Job Date.
  5. Click Save to finish adding the order.

Add a product

When adding a ticket, the process is facilitated when the necessary products for the jobs are already added into the TrackIt Web Console. Your company may only offer certain types of material, so these could be entered all at once before a customer even requests a product for a project. However, you have the options to add products each time customers request them for specific projects and purposes.

  1. Navigate to Dispatch > Ticket Management > Customer.
  2. Select the Add Product  button.
  3. In the dialogue screen, enter in the Product Code. You may not edit this after saving the product.
  4. Select the Measure and enter a Description if desired.
  5. Click Save .
  6. Click the Edit  button to edit the Measure and Description after saving.

Manually add a ticket

Even after adding the customer, job, order, and product, a Ticket needs additional information for creating a hotspotGeographic areas marked on a map that act as destinations for driver navigation or triggers for automated behaviors in TrackIt. and to be assigned to a piece of equipmentAll machines used as a means of production on a construction site or at a batch plant..

PREREQUISITE: Adding a ticket may be done when you have already added the applicable information elsewhere, such as the Customer, Job, Order, and Product. However, you are given the option to add new information for each of these dialog screens as you go.
  1. Navigate to Dispatch > Ticket Management > Ticket.
  2. Select the Add Ticket  button on the right.
  3. Enter the relevant information in the General dialog screen.
If you enter nothing and proceed, the ticket will be automatically assigned a Ticket #. You will be able to alter this information later if you Edit  the ticket.
  1. Select Next >  to proceed to the following dialog screens.
  2. Enter in the desired information on each of the following dialog screens. You have the option to leave the dialog screens empty as you go and Edit  the ticket later.
  3. When you reach the dialog screen labeled Finish, click Save  to enter the ticket.

You have successfully created a ticket! Go to Assigning tickets to link a ticket to a piece of equipment's workflow.