Michaela’s notes
https://docs.google.com/document/d/1u_ojiKHRgtWm6z65U-epb_eBABPBCJeL5K_8bSE-gWU/edit
SO is created for a load of products in Goldfinch.
Order gets manufactured at Yakta. Serial #s are assigned to each mower. Each mower is tagged with a serial plate.
Load of equipment ships to dealer from Yakta.
As it is invoiced, the serial # gets assigned to the dealer it is shipping to. Dealers can now see this in their portal as incoming serial #s.
Equipment arrives at the dealership, dealer can view all inventory via PRM.
End users come into the dealership to look at equipment.
Dealer generates a quote for the end user.
End User signs off on equipment and pays the dealer.
Dealer then goes to the unit, scans the serial plate and it now registers to the end user. If they have an open quote it closes the quote as closed won. If they don’t have a quote, they create a profile for the end user and the equipment now registers to the end user. If they don’t have a quote, it will search for a lead/opportunity and attach it to that (should only be leads/opportunities assigned to that dealer). If they are a walk-in and don’t have any account they will need to create a new one.
Dealer can now login to his profile and see that the serial # was sold/transferred to the end user on X date. It shows details around the sale / pc of equipment registered.
After some time the end user requires a repair to be made on the unit. There are two types of work he may require on his mower. Dealer will go to the system and start a ticket. He will first search by serial #. If a serial # is out of warranty, he will only be able to take the service option below.
Service - this includes oil changes, general work. Dealers charge directly to the end user for this work, it is not charged to or through Yakta. In this case, allowance should still be made for the dealer to register a service ticket in the system and record the work completed against the serial # to ensure we have a service record. He may want to record hours spent, parts taken and what work was completed to fix the issue.
Warranty - The only type of work is warranty work. If an item is covered by warranty they need to record time against the ticket. This will allow Yakta to pay the dealer for time spent repairing the mower. They would record time, parts used and close the ticket out with details of the work completed. Yakta receives a notification for warranty work completed (hourly rate), approves and payment is transmitted to the dealer. Please note there will be certain parts not covered by warranty so these items can’t be put against a warranty claim.
Dealers should be able to search a serial # and bring up all service tickets against it if it was serviced at their dealership. They should also be able to bring up the parts used against that unit, again only if it was serviced at their dealership.
If a unit changes hands the serial # needs to be transferred to the new end user. Service History and details should transfer with it.
At Yakta, we can punch in a serial # into Salesforce and see the following:
Chargeable hours against this unit
Service tickets
Transfer of ownership
When it was purchased
When it sold to the end user
When the warranty ends
Etc.