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Adviser’s Control Panel

Adviser’s Control Panel. Explanation of our “My Tracer” Control Panel for ABSA Advisers. Let’s have a look at the Functionality. Summary of Features. Purchase Online channel for easy ordering New units Client requests installation of unit in another vehicle

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Adviser’s Control Panel

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  1. Adviser’s Control Panel

  2. Explanation of our “My Tracer”Control Panel for ABSA Advisers Let’s have a look at the Functionality

  3. 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

  4. Go to www.mytracer.co.za Should you have the time please Click on “My Tracer Presentation” to learn more detail about our product

  5. Advisers Login Step 1 – Scroll down Step 2 – Click on “Adviser Login”

  6. Enter your ABSA “Adviser Code”, Username and Password Step 1 – Enter your ABSA “Adviser Code” to be identified Step 2 - Enter your “Name” (Known as) as Username Step 3 – Enter “letmein” as Password (First Login) Step 4 – After logging in you will be prompted to change your password to a unique password

  7. Please change your “Password” The first time you Login

  8. Update your Details Enter your new secure private “Password” Confirm your new secure private “Password”

  9. Click “here” to Proceed Click “here” to Proceed

  10. First step Click to Contact Us for Support and more information

  11. Training - Support and Contact Us Click to Download this Manual Available Manuals Fill out this form to send us a message

  12. New Client - New Order

  13. Click on “Purchase Online” Click “Purchase Online”

  14. Enter Customer’s ID or Company Registration nr. Indicates Step 1 Click “Next”

  15. Customer Selects his/her Private and Secure “My Tracer” Username and Password Customer enters his/her “My Tracer” Username and Password for future login to the “My Tracer” site Reminder these login details are Case-sensitive

  16. Enter Customer or Company Detail Click “Next”

  17. Select the Product to Order Click “Add Product” to Order one by one Scroll up or down to view products

  18. Please Provide the Vehicle details for this unit Should all the information not be available check this box please The transaction PRI number is Compulsory Please try to complete this vehicle detail form as complete as possible Click “Next”

  19. Add another Product or click “Next” to proceed Step 2 completed Detailed summary of this order Click “Next “ to continue Product already ordered Click here to remove this order Click to add another product to your order Click “Next”

  20. Customer’s Banking Details Scared to provide banking information? Just click here and we will contact you Select payment method Click “Next”

  21. Verify all the Information

  22. Verify all the Information If the available supplied information is correct click on “Create Agreement”

  23. Please Read and Print the SLA Click here to Savethe Agreement Click here to Printthe Agreement Scroll down to Read the SLA agreement

  24. Customer Signs Agreement and Authorizes the Debit Order Online Your SLA is populated with the provided details Tick checkbox Do this calculation Final Step Click “Submit Signed Order”

  25. 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

  26. The Client Control Feature To view client details click on the “Client Control” link

  27. Your Clients info and Progress The SLA may be Downloaded The SLA may be Viewed The SLA may be E-mailed If required information supplied is incomplete or installation not completed

  28. Vehicle Swop

  29. Existing Customer’s ID RecognizedSwop Unit to another Vehicle If we recognize you as an existing client you have the options to do the following Click to swop unit to another vehicle To protect our client’s information you need to login with the client’s “My Tracer” Username and Password to be allowed to do this

  30. Choose Vehicle from list Select Vehicle from which unit must be taken out (De-Installation)

  31. Provide New Vehicle’s Detailsand Verify Banking Details Current vehicle details displayed at top of form Should the new vehicle details not be available check this box Please provide the New Vehicle details if at all possible Please verify that your banking details are still correct

  32. Confirmation of Information If the information is correct check this box to confirm Click next

  33. 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

  34. Owner Swop

  35. Existing Customer’s ID RecognizedSwop Ownership of Vehicle If we recognize you as an existing client you have the options to do the following Click to swop ownership of vehicle To protect our client’s information you need to login with the client’s “My Tracer” Username and Password to be allowed to do this

  36. Select Vehicle from List Select Vehicle of which ownership must change

  37. Select the Current SLA Displays concerned vehicle’s details Select the current contract Enter New Owner’s information

  38. New Customer’s Banking Details Please stick to this format Select payment method Scared to provide banking information? Just click here and we will contact you Click “Next”

  39. Verify Information Check this box then click “Next”

  40. Customer Signs Agreement and Authorizes the Debit Order Online Tick checkbox Do this calculation Final Step Click “Submit Signed Order”

  41. 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

  42. Adviser Control Panel

  43. Top Bar - Main Menu Click “Logout” to go back to our Website Click “Control Panel” to return to main page Click “Settings” to view your details Click “Purchase Online” to order another unit Click “Client Control” to view your clients

  44. Always available Shortcut Menu Scroll over “Shortcut Panel” to open this dropdown list and click on the action icon

  45. Adviser’s Control Panel Main Menu You already know about this tab You already know about this tab Now click on “My Remuneration” You already know about this tab You already know about this tab

  46. My Remuneration Select Month Select Year Click on “Go” Selected Month Transaction PRI nr. Remuneration

  47. Adviser’s Personal Information Click on “Settings”

  48. Change Personal Details

  49. 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

  50. 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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