Teams

About Teams#

PanatrackerST uses a team concept for managing ownership and custody. A team can be an internal team, a carrier, a customer, or a vendor.

Users are assigned to internal teams to be able to complete transactions and view information about the units owned or in custody of the team they are a member of.

Customers can be assigned to a customer team to view units owned by that customer through the PanatrackerST customer portal.

Carriers are assigned custody of units when shipped and in-transit between locations.

Vendors may be assigned custody of units when units are shipped to them for repair or refurbish with the expectation of being returned.

Internal Teams#

Internal teams represent those teams under your organization. Every internal team will be associated with a facility (site location such as a warehouse, plant, stockroom, tool room, etc.). The facility represents the site units are physically located. Under each facility, at least one area needs to be set up.



The associated facility will be created by adding a team; therefore, you will need to have your facility templates defined before you start.

The ability to add a new team and facility is under the Teams section on the left menu. Select Internal.

A grid view will display with the current teams that have been set up in the system. Select [Add New].

1. Team Name. Enter a team name. The team’s name will be displayed for logins and as the custodian or owner of the units.
2. Description. Option to enter additional description about the team.
3. Next set up the corresponding facility by first selected the Facility Template.
4. Facility ID will be entered next. The Facility ID will display for logins and will be used in look up lists for transactions where a facility is selected. The Facility ID can be the same as the Team Name.
5. Facility Name. Enter the Facility Name. It is recommended that the company name be used for the facility name if shipping transfers between locations. The facility name is used as the Ship To company name by default.
   • Enter the address details for shipping to this location.
6. Team Members. Add users to the team by first selecting the user team role and then assign the user(s). Note that the users can be assigned to teams as part of the user setup; therefore, this step is optional. Only system users can be assigned to a team.

[Create] to create the new team.

Customer Setup#

Customers are external teams. Customers can have ownership of units tracked in the system. When tracking customer-owned items, there is the ability to give access to the customer to view the units they own through the customer portal.

Access the ability to create a new customer team under the Teams section on the left menu. Select Customer. Select [Add New] from the grid view.

1. Customer ID. Enter a customer ID. The customer ID will be used to select a customer in transactions where the customer field selection is an option. Note that the customer’s name and address data will also be included as part of the look up.
2. Customer Name. This will typically be the Customer Company Name. This will default to the Company Name for the address setup.
3. Under the Address Information, select the Address Template. The ‘Customer’ address template is a pre-defined system template that can be used.
4. Address ID. Enter an Address ID. Often customers will have multiple addresses; therefore, enter an address ID that will support the ability to have more than one since the Address ID must be unique. An example option would be the Address ID + City for the address.
5. Enter the Address Details.
   • Company Name (used for shipping)
   • Street Address (there are 3 address lines available)
   • City
   • State/Province
   • Postal Code
   • Country
6. External Record ID. This is used to link the address to external systems for integration support or reference.
7. Define if this address is:
   • Billing Address.
   • Receive From Address (is an address that is then available on Receive New Unit for the Receive From field.)
   • Ship To Address (is an address that is available for shipping.)

Add additional customer addresses under the Location section on the left menu.

Vendor Setup#

Vendors are considered a team as vendors may take custody of units in the system (i.e., units shipped to a vendor for repair as an example).

Vendors are set up under the Team section on the left menu. Select Vendors. Select [Add New] from the grid view.

1. Vendor ID. Enter a vendor ID. The vendor ID will be used to select a vendor in transactions where the vendor is a selection option. Note that the vendor’s name and address data will also be included as part of the look up.
2. Vendor Name. This will typically be the Vendor Company Name. This will default to the Company Name for the address setup.
3. Under the Address Information, select the Address Template. The’ Vendor’ address template is a pre-defined system template that can be used.
4. Address ID. Enter an Address ID. Often customers will have multiple addresses; therefore, enter an address ID that will support the ability to have more than one since the Address ID must be unique. An example option would be the Address ID + City for the address.
5. Enter the Address Details.
   • Company Name (used for shipping)
   • Street Address (there are 3 address lines available)
   • City
   • State/Province
   • Postal Code
   • Country
6. External Record ID. This is used to link the address to external systems for integration support or reference.
7. Define if this address is:
   • Billing Address.
   • Receive From Address (is an address that is then available on Receive New Unit for the Receive From field.)
   • Ship To Address (is an address that is available for shipping.)

Add additional vendor addresses under the Location section on the left menu for Vendors.

Carriers#

Carriers are considered a team based on custody assignment to a carrier when units are shipped and in-transit. Transport containers are defined for each carrier. Most typical setup is the define shipping methods for the transport containers.

Be sure setup the Transport template(s) before setting up your carriers.

Setup carriers under the Teams section on the left menu and select Carrier. From the carrier grid view, select [Add New]

1. Carrier ID. Enter a Carrier ID. Carrier IDs are used to select carriers on shipments.
2. Carrier Name. Enter the carrier’s name. The carrier’s name and carrier ID can be the same.
3. Template ID. Select the Transport Template ID.
4. Transport ID. Enter the first transport ID.

Examples for Carrier and Transport Setup
Carrier ID = FED EX
Transport ID
— Fed Ex Ground
— Fed Ex Next Day
— Fed Ex Two Day

Carrier ID = LTL
Transport ID:
— Yellow Freight
— ABF Freight
— Old Dominion Freight

Add additional Transport under the Transport section on the left menu. From the grid view, select [Add New]