January 2018

What's new?

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• Assets management

• Ordering

• Miscellaneous  

Assets management

In the assets management module, new actions are available from the « line » arrow::

1. Sim card change
   
   
   1. With a Sim card in stock
      A pop-up opens. You can choose to:
      
      1. Select an already existing Sim card (present in your pool)
      2. Directly add a new Sim card to the stock
         
         
         
         
   2. New Sim Card (order)
      
      That will lead to the ordering module and will prepare an order with the following elements:
      
      1. The same carrier
      2. The line already selected
         
         The provider will receive a new Sim Card order form
         
         
2. Transfert #
   
   That action asks the change of carrier with the same phone number
   That leads to the ordering module and will prepare an order with:
   
   1. Transfert # type
   2. Screen to input the information for the new carrier
   3. Line information automatically attached
   4. Screen to input/modify specific information about this order

The line detail information display a field to input/modify the information to switch from one carrier to another (RIO)

     Others

• PUK and RIO information are present in the asset export file
• The carrier logos are displayed in the asset management grid (when available)
• New filtered views in the pool list
  • Entire Fleet (All the pools)
  • My pools (All the pools I manage)
    
  • Some actions are possible from that views (Assigning/un-assigning elements are possible only if they are in the same pool)
  • The access to that view can be managed into the user settings (user administration/access/edit)
    
    
• 4 New customizable fields in the detailed line and equipment information
  
  Those fields are present in the management report and the fleet management exports.
• Inventory management allows filtering using customized user field.
• In case of single equipment or employee add to the pool, if the check box, "Add to all other company pool as well" is checked, a pop-up will ask for confirmation.

Carrier BAN (account) change

In the Carrier BAN change screen (available in the action combo for lines selection), it is now possible to type in a new BAN (account) # in a free field.

The recipient of the change demand will be the distributor contact tagged as "Billing" in the distributor settings.

Ordering

• Some actions are possible on the orders from the "entire fleet" view.
• A column "Selected pool" had been added to the asset management grid.
• Only the login who actually placed orders is available in the "display" filter.
• .xlsx and xlsm had been added to the "add document" capabilities of the order.
• In the "approval" step of an order, only the login with "approval" rights come as a choice (the approval notion is associated with the order type).
• In the ordering module, the 3 last months are displayed automatically (to reduce the loading time).
  
  It is possible to modify the range to operate a search
  
• It is possible to choose the last month of export when exporting detailed orders.

Miscellaneous

•  User rights (access) duplication
  
  • Possible for the "internal" and "distributor" access types
  • This function allows duplicating all the accesses of a login to another. This does not delete the eventual additional access that the recipient may have before.