Understanding Device Mapping

Device mapping in the context of service calls involves linking a customer’s device to a specific engineer or vendor who will handle any service requests or issues related to that device. When a service call is logged, it’s automatically assigned to the engineer or vendor associated with that device. This ensures efficient handling of service requests by directing them to the right person or team responsible for that device.

 

Device mapping to an Engineer or Vendor

 

Below is the step-by-step process for creating a Device Mapping for an Engineer or vendor:

Navigate to the Left menu>CRM Sales > Customer

You will land on the Customer Listing page

Locate the Customer in the Customer list .

 Click on the Contract option from the Action dropdown menu. Alternatively you can Right Click on the customer whose device you want to map and Click on Contract.

Contract page will open.On the Contract page, click on the three-dot menu at the top.

Navigate to the “All Products” section.

Locate the product using its SERIAL Number.

Click on the “Auto“ option at Right end of the page 

Add the name of the vendor or engineer in the provided field if necessary.

Save the changes made.

Note: You can Map an employee to a device only if he is active in Team and Users and role of AntMyERP.

You can Map the Vendor to a device if a Visit charge Purchase order is Provided to the vendor and the Contract for that Purchase order is active

 

Editing Device Mapping

Navigate to the Left menu>CRM Sales > Customer

You will land on the Customer Listing page

Locate the Customer in the Customer list and click on the Contract option from the Action dropdown menu. 

Alternatively you can Right Click on the customer whose device you want to map and Click on Contract.

Contract page will open.On the Contract page, click on the three-dot menu at the top.

Navigate to the All Products section.

Locate the product and its serial number whom you want to map.

Click on the “name of Vendor or Engineer” option next to the vendor or engineer

Add the name of the new  vendor or engineer in the provided field if necessary.

Save the changes made.