TMAC Procedures


Steps for submitting an order to Trailmobile

  1. Create and save the TMAC configuration file. It is important to at least include your Branch or Dealership name, ID number and your salesman name (with email address) to ensure that the quote file will be returned to the correct location. Do not insert an order number or an order date if this is intended to be a quote!

  2. Email the saved configuration file as an attachment to sales@trailmobile.com

  3. Field Services will review the quote, insert special pricing, verify the configuration and toggle the audited flag to "Yes". This prevents any modification of the special quote items description or pricing. A specially quoted item can still be unselected and /or other items selected from the drop down lists. If you have submitted a file from a previous version of TMAC you will be asked to update to the most current release and review the file again. This is because changes in our option listings can cause some selections to no longer be visible after you upgrade to the most current version. For more information please refer to this error message FAQ. After you have reviewed the file and verified that it is correct you are required to press the "SET DATE" button located near the model number. This tells our Field Services department that you have reviewed and verified the accuracy of the file you are submitting. If you submit a file that was created in a previous version and does not have the date set with the most current version it will not be processed. To prevent delays in quote turnaround please update your TMAC installation promptly when you are notified and always double check any saved configurations in the newest release of the program before submitting them.

  4. The TMAC configuration file will then be returned to the original sender via email for review. At this point all pricing should be present and correct. If a specially quoted item needs to be added or changed in an audited quote, simply return the audited file to Charleston Field Services and explain the additional item or change in the body of the email message. The change in the TMAC configuration file will be implemented by Field Services. The complete file will again be returned to the original sender for review.

  5. Review the quotation with your customer and obtain his commitment for the order.

  6. Insert an order number and the percentage of discount that you have been given by your Trailmobile contact. This is when the quote becomes an order. Make sure that you have included the appropriate information in all of the following required fields:
    • Order Number
    • Discount Percentage
    • Order Date
    • Dealer or Branch ID
    • Dealer or Branch Name
    • Salesperson ID (Only required for Branches)
    • Salesperson Name (put your email address in here also!)
    • Customer ID (Only required for Branches)
    • Customer Name
  7. Email the saved configuration file in it's final form to sales@trailmobile.com . When the file is received with the audited flag set to "Yes" and an order number in place it will be treated as a firm order. Branch locations must include a saved copy of the Excel spreadsheet - .xls file. This email address will automatically reply with a message indicating that your message was received and is waiting to be processed. If you do not receive an auto response you may want to send your message again.
  8. Field Services will enter the order into our system and tentatively schedule it. Any changes to the order after this point will have to be submitted on a standard change order form and the change will be implemented by the Field Services department. No need to send the entire TMAC configuration file again.
  9. A copy of the Excel spreadsheet as generated and saved by the Field Services department will be sent back to the submitting email address as a confirmation.
  10. The order specification sign off sheet must be completed, signed, and returned to the appropriate Field Services department before the date specified or your trailers may be moved back in the schedule. Your signature on this sheet indicates that you agree with the specifications that are on the Excel spread sheet sent with your order confirmation email message. Please take time to review this document to avoid potential problems later on. Fax the sign off sheet back to location from which it was received.