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PHTPlus: Traveler Manipulation & Traveler List

 

Hello again and welcome back to our video series.  My name is Bobby Haggard with TrinSoft. We are continuing to highlight and review a couple of the unique features within our PHTPlus solution, which is specifically designed for the plating, heat treating and finishing services industry.

In our last video we discussed how a traveler document was created, the various parts of our traveler document, how these traveler documents are monitored within the system by using the Traveler List view, and we quickly touched on some advanced automation features including barcoding and scanning via a tablet or mobile device.

In this video I plan to jump into a demo company and highlight a few additional features.  I will plan to cover how the system handles multiple lines on a receipt/sales order, how we can quickly export our traveler list to Excel for easy manipulation, and finally I will review how travelers can be split into multiple traveler orders or merged into one traveler.

Thank you for taking the time to watch this video and please stay tuned for future videos. 

As always if you have any questions or would like to discuss our solution further please don’t hesitate to give me a call at (859) 252-6225 or send me a quick email.  Thanks again and have a great day!

More videos in this series:

PHTPlus: Business Software for Plating, Heat Treating & Finishing Services

PHTPlus: Introduction to the Role-Tailored Dashboard

PHTPlus: List & Card Pages Overview

PHTPlus: Unique Industry Design

PHTPlus: Workflow/Process Overview

PHTPlus: Traveler Document Overview

PHTPlus: Forms & Documents Review

PHTPlus: Routes Review

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