Sign in
Product information > Finance and Operations > Device management
  • Contracts
  • Device management
  • Dealer portal
  • Parts
  • Rental
  • Supplementary
  • Warranty claims
  • Work order management
  • Development and Administration

Overview

A device ranges from a simple appliance to complex entities such as vehicles, heavy machinery, medical devices, and turbines.

Setup

This section lists all the setups required for different processes in Device management.

Device specification

All the device specifications record has the possibility to link the record to the stock item - using the inventory to fixed assets journal.

Add inventory transfer for the entire device when installing / uninstalling device options

Device custodians

Tracking the ownership, both current, and history. The operator, co-owner, custodian, etc.

Device master

The Device master is used to share device information across legal entities.

Device details

A device is a generic term used to describe specific items that share the property of being handled as single units.

Device life cycle

It's important to manage and track a device's status during planning, purchase, transfer, sales and after sales.

Device configurator

The device configurator is used to configure a device, including e.g. adding options and accessories, matching devices and price calculations.

Inventory dimensions

Proper setup of the product and tracking dimension groups is essential for correct handling of devices through the inventory module.

Device parameters

Device parameters are used to define the basic set up and default values for all devices.

Sales campaigns

Device sales campaigns are used to allow discounts or the inclusion of additional items when selling an item or a particular type of device.

Sales support

This feature enables crediting a dealer based on sales performance. The three types are Fleet support, Sales support and Bonus.

Statistics

Device statistics is used to track costs and revenues as they are generated in various ways at different stages of the device lifecycle.

Trade-in

The trade-in process supports the second-hand device trade.

Trade-in quotation for devices

Receive an old vehicle while selling a new vehicle to a customer.

Trade-in devices with child hierarchy

Initiate new used device lifecycle automatically for child devices that are associated with the parent during the trade-in process.

Device warranty setup

Device warranty types, terms, and specifications are used to specify the warranty details and how they relate to devices.

Warehouse setup

In the Warehouse setup, use the ‘Device on-hand type’ to determine the default device major status to be used for stocking.

Insurance

Set up the insurance companies, types and products to ensure easy application during device sales.

Device update

The device update functionality is used to update information for one or multiple devices.

Consignment warehouse handling

The consignment warehouse is used for devices that are owned by the importer but located in the dealer's warehouse.

Purchasing devices

Device purchase is the first main phase of the device life cycle, during which the device is created.

Device shipments

The device shipments form provides an overview of the device import processes.

Miscellaneous charges

Markup calculation functionality can be used to calculate complex charges (e.g. registration tax).

Device as fixed assets

On occasion, it may be necessary to register a device as a fixed asset, rather than as a stocked device.

Device transfers

The device transfer functionality is used to move devices between locations (e.g. warehouses or dealers).

Selling a device

The standard sales process starts when a customer contacts the dealer to buy a device.

PDI process

The PDI process defines the pre-delivery inspection; handling the manufacturer’s requirement for faultless delivery and market required accessories.

Trade specification

Trade specification is used to enter additional information such as insurance, warranty, delivery, notes or usage during the device sales process.

Device production

Devices can be formally created in the system in multiple places everywhere where the receipt is needed e.g. production order.

Deeds

A deed can be defined as a document used to grant the right of transfer of title of the device from one person to another.

Device posting

Device posting can be carried out using the standard inventory posting strategy (direct posting) or through project posting.

Fuel cards and fuel consumption

Maintain information about fuel cards (a.k.a. fleet cards).

Device service overview

Use inquiry to select a range of device masters and all or a specific subset of legal entities.

Device type approval and COC

Set up the Device type approval and Device COC to ensure a minimum set of regulatory, technical and safety standards is met.

Delivery report

Upload or integrate the relevant device information from different systems.

Device purchase requisition

Commonly, the device purchase requisition is always approved in more than one unit in the entire order line.

Override device number when receiving on Warehouse management app

Receive a device when the device number does not exist on the device table.

Device landed cost posting

A third party purchase order or invoice is created for freight, insurance, handling cost, etc. for shipment or transportation.

Device multi-scan on warehouse mobile app

Perform a series of scanning without waiting for the system to do the processing in the server.

Soft reservation of devices

Soft reserve (not physically reserve) a device for a specific period (time).

Device telematics

Telemetry from devices with current location, various usage information, statuses, and error codes can be used to drive business processes.

Geometry definition of device locations

Specify and save information for geometry shape (Polygon) on device locations.

Intercompany order for devices

Device creation or release on the intercompany order.

Change dimensions on device

Change a device dimension for configuration, interior, and exterior due to modification done to the entire device.

Approval workflow for device sales quotation and sales order

Review and approve quotations and orders before they get confirmed and processed.

Back to
top
  • Facebook
  • Youtube
  • LinkedIn
  • Contact Us
  • Privacy & Cookies
  • Terms of Use
  • © Annata 2021