Streben Helpdesk

Equipment Module: 

• Equipment is actual vending machine which is owned by Provider and is allocated to Customer sites.
• Customer users are the actual end users of Equipment.
• All information related to equipment will be managed by Provider. Like creating equipment, creating planogram, manage fill.
• Provider can create Equipment by following process:

1. Add single Equipment manually: Add all details while creating equipment i.e. Equipment details, Monitoring details, Allocation details.
2. Import Equipment: Provider can add all equipment details in csv and can import csv to create multiple equipment i.e. Equipment details and Monitoring details. (Allocation details for each equipment need to add manually).

• Create Single Equipment Manually: 

• Provider can create new Equipment by following below steps:

• Click on Equipment Menu (Menu >> Equipment)
• Click on Equipment Maintenance. This will redirect to Equipment page.
• Click on Add to create new Equipment.
• While creating Equipment Provider need to add 3 type of information

• Equipment Details i.e. Serial No, Asset No, Model Type
• Equipment Monitoring Details i.e. rcSerial No, Password, IP address
• Equipment Allocation Details i.e. Customer, Site, Location

1. Equipment Details: 

1. Select Equipment Type i.e PPE vending machine OR RC Card Reader

Once you select Equipment Type, it will load Equipment Models created for selected type.

1. Select Equipment Model from dropdown.
2. Add Asset No of Equipment.
3. Add Serial No of Equipment.
4. Add Key number if available.
5. Click on Next to add monitoring details.

1. Equipment Monitoring Details: 

1. Check if you want to enable monitoring.
2. If monitoring is enabled, provide RC connectivity information.
3. Add RCSerial no.
4. Add RC Password.
5. Add Phone details.
6. Add SIM information if available.
7. Add IP Address of machine.
8. Click on next to add allocation details.

1. Equipment Allocation details:

1. Select name of the customer from dropdown. 
2. Select site of the customer where you want to allocate machine.
3. Select Location of site where you want to allocate machine.
4. Add other business contract related information like Contract type, renewal date, Service type, Service Fee, Administration Fee etc.
5. There are Two check box available for below allocation details :

• Accept All Sales: Check this if you want to enable any card mode.

This check will enable any card to access machine i.e. Even if user is not created by customer or user does not assigned to specific machine, still it will allow any user to access machine.

This check will enable fill button for customer. If machine is marked as Customer managed then provider can’t manage fill for that machine.

1. Import Equipment (Bulk Upload): 

• Provider can create new Equipment model by following below steps:
• Click on Equipment Menu (Menu >> Equipment)
• Click on Equipment Maintenance. This will redirect to Equipment page.
• Click on Import to Bulk upload Equipment. Bulk upload will add Equipment details and monitoring details of Equipment. Need to add allocation details manually.

1. Click on Download sample CSV for template. It will download template in CSV format. Fill equipment and monitoring information in CSV.

It will give error if mandatory any information is missing or is not in required format.

1. Correct the details of showing any error message is for data.
2. Click on save to create equipment.
3. System will ask you for confirmation to create equipment.

Status for all created equipment will be Ready for allocation. Allocation details need to fill manually for each equipment.

• Update Equipment Details: 

• Provider can update any information of equipment. 
• For all equipment created using import functionality need to be updated manually for allocation information.
• Allocation information requires customer details, site details and location details. 
• Provider can also add other business information like Contract type, Renewal date, Service Type, Service Fee. 
• While updating allocation information, there is one more check you will get in allocation details page i.e. to enable machine for Exclude specific products of the machine from invoicing.

Exclude Product from Invoicing: 

This feature is used when provider wants to exclude some specific products of the machine from invoicing process.

• To add products first check on Exclude Products from Invoicing. 
• Once you check on exclude it will show you list of distinct products added in the planogram.
• Provider can search and select product from dropdown and click on add to add product in the exclude list.
• After adding products click on save. Once Provider will update allocation details it will enable exclude feature from the date of update. i.e. Any sale coming for the product added in the exclude list, that will be marked as excluded sale and sale will be available in excluded sale count of invoicing.

• Delete Equipment: 

• Provider can have access to delete/Expire any equipment. 
• Once Provider will expire equipment, all the information related to equipment will be automatically marked as expired. i.e. Planogram information, allocation information.
• To delete Equipment Provider can select equipment from list and can click on Expire button.
• Provider can search for delete equipment by using equipment filter. 

Filter Equipment details by status. Select status as Expired to check Expired Equipment information.