TT Distributor Portal: Difference between revisions
Created page with "The Distributor Portal is an extension of Customer Portal, with extra features. center == Transfer iTraker Ownership from Distributor to Customer ==" |
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The Distributor Portal is an extension of [[Customer Portal]], with extra features. | The Distributor Portal is an extension of [[Customer Portal]], with extra features. In particular, transfer ownership to a customer. | ||
[[File:Imagewwerwe.png|center]] | [[File:Imagewwerwe.png|center]]Just in addition to "Units" in TT Customer Portal, the Distributor Portal has a feature for transferring the iTraker ownership to the customer. | ||
[[File:Image35345343423432.png|thumb|Units]] | |||
== Transfer iTraker Ownership from Distributor to Customer == | == 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 === | |||
# | |||
# John has been an existing customer of Termatrac, however, has no account of TT Customer Portal. | |||
# John is a new customer. | |||
=== Procedures === | |||
# Input the serial no of iTraker and customer's company/business/trade name. | |||
# Optionally create customer. | |||
# Optionally provision for the customer. | |||
# Transfer ownership. | |||
=== Scenario 1: 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". | |||
[[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] | |||
All is done. | |||
Distributor will: | |||
# see T50000402 disappears from the list. | |||
# receive a notification Email sent to the account Email address of the Distributor Portal. | |||
Customer will: | |||
# receive a notification Email. | |||
Revision as of 07:39, 8 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.
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
- John has been an existing customer of Termatrac, however, has no account of TT Customer Portal.
- John is a new customer.
Procedures
- Input the serial no of iTraker and customer's company/business/trade name.
- Optionally create customer.
- Optionally provision for the customer.
- Transfer ownership.
Scenario 1: 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".
Step 2: Input customer's business name "TestMonday".
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:
- see T50000402 disappears from the list.
- receive a notification Email sent to the account Email address of the Distributor Portal.
Customer will:
- receive a notification Email.