File Structure
Organise your document library according to the file structure best suited to your needs…- By brand, range, models,
- By document type,
- …
All types of documents
Put all types of documents online- Installation instructions
- Maintenance instructions
- User Manuals
- Wiring diagrams
- Layout diagrams
- Accessory Catalogues
- Marketing Brochures
- Diagnostic software or firmware
- …
All types of formats
Put all types of documents online- PDF documents
- JPG, PNG images
- CAD documents
- Software
- …
Access rights management
Restrict access to certain documents according to the profile of the logged-in user- End customers,
- Technicians,
- Partners,
- Employees,
- …
Messaging
Emails sent to the right recipient- Depending on the type of question submitted (sales, technical assistance, sales administration, …)
- Depending on the geographical area or type of customer (country, subsidiary, distributors, technicians, end customers)
Request for quotations
A module integrated to the parts catalogue, adding new references, quotations and parts availability requests- Receipt of applications
- Online response and follow-up
- Management of sales discounts (line by line discounts, total amount discounts, transport costs, …)
- Communication history
- Transformation of quotations into orders after acceptance …
- …
Warranty claims
Reduce the administrative burden of warranty claims- Automatic pre-verification of support requests according to your business rules: serial number, part references, quantity, diagnostic code, mandatory information, etc.
- Ask for additional information: photo, invoices, attached documents, …
- Online validation workflow to reject, accept applications
- Communication history.
- Transmission to your ERP for integration and support
