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ID890 - Servicing Dealer Sync Overview & Set Up

If the dealer that is servicing your ship out equipment is also using CEO Juice, this process will keep your service calls and meter readings in sync. Your customer places a service call via eInfo or phone, we see that it's a ship out and can automatically create the service call in the Servicing Dealers database. Then when they close the call we can close the call in your database. Particularly useful for those locations where the timezone is 3 hours ahead and the eInfo call is already 3 hours old before your team would normally notify the servicing dealer. We have the potential to add options to chase if SLAs are not being met etc.

Use ID945 - Tracking ShipOut & ShipIn (ITT) Dealer relationships, to understand who you need to sync with.

You need to set up your ShipOut and ShipIn equipment for this process to work.

THIS LINK required in order to get this one going. Please complete this checklist, CEO Juice will validate the Lists and Codes values provided match existing records in your eAutomate, and/or create them as necessary. 

We will work closely with you to ensure eAuto set up & configuration set as needed. Then we will install the alert in test mode first before activating live to ensure you are comfortable with the process.

Our alert can email you results of service calls sync'd as well as send email notice of call not synced. Requires email(s) be listed on , see screen shot samples below.

Must list email(s) on Variable8 and Variable9 of subscription to receive:

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Summary (sent to emails listed in to/cc of your alert subscription) shows statistics of meter readings and service calls sync'd that day. Then provides detail of the dealer name and equipment info for those sync'd calls:

*Please note meters are pushed into your eAuto as valid and billable as long as the dealer they came from also indicate them as valid and billable.**

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Here email shows a dealer (sender) has service call set to sync to another dealer (receiver), but receiving dealer does not have corresponding set up. This tool can be used to coordinate set up so sync can be accomplished. 

This means the sync couldn’t find a match on Serial Number.

The likely scenarios are:

Either it was entered differently on one end (where the first 2 or last 2 characters are left off when entering equipment into eAuto) OR,

it’s a new machine that hasn’t been entered into eAuto on one end OR,

It’s pointed at the wrong Dealer (wrong Tech/BillTo) OR,

it’s a duplicate (not unique when you have multiple manufacturers)

 

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For SOLD by you & Serviced by other dealer (ShipOut)

Required: One eAuto technician for each servicing dealer you work with, leave the email blank, zero burden rate

Recommended: A specific eAuto territory for equipment not serviced by your techs, perhaps ITT or Ship Out
Set Equipment Condition to ShipOut (you can force a condition change on certain status changes)

For SERVICED by you & Sold by other dealer (ShipIn)
Required: The Bill To on eAuto Equipment Record should be the Selling Dealer if all sales through that dealer, otherwise the Bill To on the Contract 
Recommended: Set Equipment Condition to ShipIn

Click here for more detailed instructions.

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