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Published byClarence Roberts Modified over 10 years ago
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Adviser’s Control Panel
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Explanation of our “My Tracer” Control Panel for ABSA Advisers Let’s have a look at the Functionality
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Summary of Features Purchase Online channel for easy ordering New units Client requests installation of unit in another vehicle Client requests change of vehicle ownership Keep track of all your clients, their SLA’s and Installation Certificates Keep track of your income Communicate with us Have all our latest Product Information, Manuals and Training available at a click of your mouse
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Go to www.mytracer.co.za
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Advisers Login
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Enter your ABSA “Adviser Code”, Username and Password
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Please change your “Password” The first time you Login
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Update your Details
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Click “here” to Proceed
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First step
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Training - Support and Contact Us
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New Client - New Order
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Click on “Purchase Online”
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Enter Customer’s ID or Company Registration nr.
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Customer Selects his/her Private and Secure “My Tracer” Username and Password
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Enter Customer or Company Detail
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Select the Product to Order
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Please Provide the Vehicle details for this unit
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Add another Product or click “Next” to proceed
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Customer’s Banking Details
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Verify all the Information
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Please Read and Print the SLA
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Customer Signs Agreement and Authorizes the Debit Order Online Final Step Click “Submit Signed Order” Final Step Click “Submit Signed Order” Do this calculation Your SLA is populated with the provided details
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This Order has been Processed The Customer will be Contacted to Confirm Debit Order Authorization To arrange for installation Adviser may return to the Control Panel to Confirm placed orders of his/her clients Follow progress of installation process Control and verify outstanding payments Order products for more clients
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The Client Control Feature
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Your Clients info and Progress
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Vehicle Swop
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Existing Customer’s ID Recognized Swop Unit to another Vehicle
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Choose Vehicle from list
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Provide New Vehicle’s Details and Verify Banking Details
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Confirmation of Information
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Process to Complete Transaction Customer will be contacted To arrange for this Vehicle Swop Installations Customer will receive Invoice for this transaction New “My Tracer Installation Certificate” containing the New Vehicle’s information Our computer systems are automatically updated With the new vehicle’s details
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Owner Swop
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Existing Customer’s ID Recognized Swop Ownership of Vehicle
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Select Vehicle from List
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Select the Current SLA
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New Customer’s Banking Details
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Verify Information
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Customer Signs Agreement and Authorizes the Debit Order Online Final Step Click “Submit Signed Order” Final Step Click “Submit Signed Order” Do this calculation
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Process to Complete Transaction Vehicle removed from Current owner’s account New account created for the New Owner New Owner receives Service Level Agreement with “My Tracer” “My Tracer Installation Certificate” Welcome letter from “My Tracer” with the relevant information Getting started manual
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Adviser Control Panel
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Top Bar - Main Menu
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Always available Shortcut Menu
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Adviser’s Control Panel Main Menu
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My Remuneration
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Adviser’s Personal Information
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Change Personal Details
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Installations of units After receipt of the order we will contact the client to confirm the debit order mandate and arrange for installation Installations are done within 7 days from day of order Easy 3 wire connection during installation No interference with vehicle’s electronics Average time 30 to 45 minutes Very little usage of vehicle’s battery power
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Finalizing the Transaction Functionality of units are verified on site via installer’s cell phone or computer Final customer and vehicle data collected, verified and submitted via the internet Unit’s are therefore active immediately after completion of installation To complete the transaction the client will be e-mailed his/her documentation
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Customer’s Documents Customer receives via e-mail his/her Username and Password Vehicle Recovery Call Centre number Instructions on “How to get Started” Final and complete SLA Customer receives his/her SAIAS accredited “My Tracer Installation Certificate” accepted by Insurance Companies, if customer is subscribed for Recovery
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