TT Distributor Portal: Difference between revisions

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=== Scenario ===
=== Scenario ===


#
#John is a new customer.
# John has been an existing customer of Termatrac, however, has no account of TT Customer Portal.
# John has been an existing customer of Termatrac, however, has no account of TT Customer Portal.
# John is a new customer.
# John has been an existing customer of Termatrac and has got account of TT Customer Portal


=== Procedures ===
=== Procedures ===
Line 19: Line 19:
# Transfer ownership.
# Transfer ownership.


=== Scenario 1: Already provisioned customer ===
=== Scenario 1: New Customer ===
Customer "TestMonday" has been an existing customer of Termatrac, and has an provisioned account of TT Customer Portal.
"John Pest Control" is a new customer.


'''Step 1:''' In Units, by clicking the button, pick T50000402 which is just sold to "TestMonday".
'''Step 1:''' pick the correct unit and click the hand button.
[[File:Image898979sdkjsewe.png|center|frame|pick]]
'''Step 2:''' Input customer's business name "TestMonday".
[[File:Image3243kkssdsd.png|center|thumb|Input name]]
TT Distributor Portal finds out this customer has been provisioned. Therefore the only action needed is "Transfer"


'''Step 3:''' Click [Transfer]
'''Step 2:''' Input the customer's business name, Email address, as well as given name and surename.
[[File:Imagesdf32sdf.png|center|thumb|Email address required]]
'''Step 3:''' Click '''[Create, Provision & Transfer]'''


All is done.
All is done.
 
[[File:Imagesdfk88233232.png|center|thumb]]
Distributor will:
Distributor will:
# see T50000402 disappears from the list.
# see T50000402 disappears from the list.
# receive a notification Email sent to the account Email address of the Distributor Portal.
# receive a notification Email sent to the account Email address of the Distributor Portal.
Line 39: Line 36:
Customer will:
Customer will:


# receive a notification Email.
# receive a notification about the provisioned account.
# receive a notification Email about the transfer.


=== Scenario 2: Existing but not provisioned ===
=== Scenario 2: Existing but not provisioned ===
Line 48: Line 46:
'''Step 2:''' Input customer's business name.
'''Step 2:''' Input customer's business name.
[[File:Image332lksssds.png|center|thumb|name]]
[[File:Image332lksssds.png|center|thumb|name]]
'''Step 3:''' Click [Provision & Transfer]
'''Step 3:''' Click '''[Provision & Transfer]'''


All is done.
All is done.
Line 61: Line 59:
# receive a notification Email about the transfer.
# receive a notification Email about the transfer.


=== Scenario 3: New Customer ===
=== Scenario 3: Already provisioned customer ===
"John Pest Control" is a new customer.
Customer "TestMonday" has been an existing customer of Termatrac, and has an provisioned account of TT Customer Portal.


'''Step 1:''' pick the correct unit and click the hand button.
'''Step 1:''' In Units, by clicking the button, pick T50000402 which is just sold to "TestMonday".
[[File:Image898979sdkjsewe.png|center|frame|pick]]
'''Step 2:''' Input customer's business name "TestMonday".
[[File:Image3243kkssdsd.png|center|thumb|Input name]]
TT Distributor Portal finds out this customer has been provisioned. Therefore the only action needed is "Transfer"


'''Step 2:''' Input the customer's business name, Email address, as well as given name and surename.
'''Step 3:''' Click '''[Transfer]'''
[[File:Imagesdf32sdf.png|center|thumb|Email address required]]
'''Step 3:''' Click [Create, Provision & Transfer]


All is done.
All is done.
[[File:Imagesdfk88233232.png|center|thumb]]
 
Distributor will:
Distributor will:
# see T50000402 disappears from the list.
# see T50000402 disappears from the list.
# receive a notification Email sent to the account Email address of the Distributor Portal.
# receive a notification Email sent to the account Email address of the Distributor Portal.
Line 78: Line 79:
Customer will:
Customer will:


# receive a notification about the provisioned account.
# receive a notification Email.
# receive a notification Email about the transfer.

Latest revision as of 01:52, 10 June 2026

The Distributor Portal is an extension of Customer Portal, with extra features. In particular, transfer ownership to a customer.

Just in addition to "Units" in TT Customer Portal, the Distributor Portal has a feature for transferring the iTraker ownership to the customer.

Units

Transfer iTraker Ownership from Distributor to Customer

After customer John Smith of "John Pest Control" has purchased a unit of iTraker, the distributor should help John to onboard TT Customer Portal to access every features of the iTraker could offer. And this is especially true if John wants to test before leaving the front desk.

Scenario

  1. John is a new customer.
  2. John has been an existing customer of Termatrac, however, has no account of TT Customer Portal.
  3. John has been an existing customer of Termatrac and has got account of TT Customer Portal

Procedures

  1. Input the serial no of iTraker and customer's company/business/trade name.
  2. Optionally create customer.
  3. Optionally provision for the customer.
  4. Transfer ownership.

Scenario 1: New Customer

"John Pest Control" is a new customer.

Step 1: pick the correct unit and click the hand button.

Step 2: Input the customer's business name, Email address, as well as given name and surename.

Email address required

Step 3: Click [Create, Provision & Transfer]

All is done.

Distributor will:

  1. see T50000402 disappears from the list.
  2. receive a notification Email sent to the account Email address of the Distributor Portal.

Customer will:

  1. receive a notification about the provisioned account.
  2. receive a notification Email about the transfer.

Scenario 2: Existing but not provisioned

"Nobugs Pest Control" existing from has no account of TT Customer Portal.

Step 1: pick the correct unit and click the hand button.

Step 2: Input customer's business name.

name

Step 3: Click [Provision & Transfer]

All is done.

Distributor will:

  1. see T50000402 disappears from the list.
  2. receive a notification Email sent to the account Email address of the Distributor Portal.

Customer will:

  1. receive a notification about the provisioned account.
  2. receive a notification Email about the transfer.

Scenario 3: Already provisioned customer

Customer "TestMonday" has been an existing customer of Termatrac, and has an provisioned account of TT Customer Portal.

Step 1: In Units, by clicking the button, pick T50000402 which is just sold to "TestMonday".

pick

Step 2: Input customer's business name "TestMonday".

Input name

TT Distributor Portal finds out this customer has been provisioned. Therefore the only action needed is "Transfer"

Step 3: Click [Transfer]

All is done.

Distributor will:

  1. see T50000402 disappears from the list.
  2. receive a notification Email sent to the account Email address of the Distributor Portal.

Customer will:

  1. receive a notification Email.
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