adviser’s control panel. explanation of our “my tracer” control panel for absa advisers...

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Adviser’s Control Panel

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Adviser’s Control Panel

Explanation of our “My Tracer”

Control Panel for ABSA Advisers

Let’s have a look at the Functionality

Summary of FeaturesPurchase 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

Go to www.mytracer.co.za

Should you have the time please Click on “My Tracer Presentation” to learn more detail about our product

Advisers Login

Step 2 – Click on “Adviser Login”

Step 1 – Scroll down

Enter your ABSA “Adviser Code”, Username and Password

Step 1 – Enter your ABSA “Adviser Code” to be identified

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

Step 2 - Enter your “Name” (Known as) as Username

Please change your “Password” The first time you Login

Update your Details

Confirm your new secure private “Password”

Enter your new secure private “Password”

Click “here” to Proceed

Click “here” to Proceed

First step

Click to Contact Us for Support and more information

Training - Support and Contact Us

Available Manuals

Fill out this form to send us a message

Click to Download this Manual

New Client - New Order

Click on “Purchase Online”

Click “Purchase Online”

Enter Customer’s ID or Company Registration nr.

Click “Next”

Indicates Step 1

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” siteReminder these login

details are Case-sensitive

Enter Customer or Company Detail

Click “Next”

Select the Product to Order

Click “Add Product” to Order one by one

Scroll up or down to view products

Please Provide the Vehicle details for this unit

Click “Next”

Please try to complete this vehicle detail form as

complete as possible

Should all the information not be

available check this box please

The transaction PRI number is Compulsory

Add another Product or click “Next” to proceed

Click “Next”

Detailed summary of this order

Step 2 completed

Click to add another product to your order

Click “Next “ to continue

Product already ordered

Click here to remove this order

Customer’s Banking Details

Click “Next”

Select payment method

Scared to provide banking information? Just click here and we will contact you

Verify all the Information

Verify all the Information

If the available supplied information is correct click

on “Create Agreement”

Please Read and Print the SLA

Click here to Print the Agreement

Click here to Save the Agreement

Scroll down to Read the SLA

agreement

Customer Signs Agreement and Authorizes the Debit Order Online

Tick checkbox

Final Step Click “Submit Signed Order”

Do this calculation

Your SLA is populated with the

provided details

This Order has been ProcessedThe Customer will be Contacted to

Confirm Debit Order Authorization

To arrange for installation

Adviser may return to the Control Panel toConfirm placed orders of his/her clients

Follow progress of installation process

Control and verify outstanding payments

Order products for more clients

The Client Control Feature

To view client details click on the “Client Control” link

Your Clients info and Progress

The SLA may beViewed

The SLA may beE-mailed

The SLA may beDownloaded

If required information supplied is incomplete or

installation not completed

Vehicle Swop

Existing Customer’s ID RecognizedSwop Unit to another Vehicle

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

If we recognize you as an existing client you have the options to do the following

Choose Vehicle from list

Select Vehicle from which unit must be taken out

(De-Installation)

Provide New Vehicle’s Detailsand Verify Banking Details

Please provide the New Vehicle details

if at all possible

Current vehicle details displayed at top of form

Should the new vehicle details not be available

check this box

Please verify that your banking details

are still correct

Confirmation of Information

If the information is correct check this box to confirm

Click next

Process to Complete TransactionCustomer will be contacted

To arrange for this Vehicle Swop Installations

Customer will receiveInvoice 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

Owner Swop

Existing Customer’s ID RecognizedSwop Ownership of Vehicle

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

If we recognize you as an existing client you have the options to do the following

Select Vehicle from List

Select Vehicle of which ownership must change

Select the Current SLA

Displays concerned vehicle’s details

Select the current contract

Enter New Owner’s information

New Customer’s Banking DetailsPlease stick to

this format

Select payment method

Scared to provide banking information? Just click here and we will contact you

Click “Next”

Verify Information

Check this box then click “Next”

Customer Signs Agreement and Authorizes the Debit Order Online

Tick checkbox

Final Step Click “Submit Signed Order”

Do this calculation

Process to Complete TransactionVehicle removed from Current owner’s account

New account created for the New Owner

New Owner receivesService Level Agreement with “My Tracer”

“My Tracer Installation Certificate”

Welcome letter from “My Tracer” with the relevant information

Getting started manual

Adviser Control Panel

Top Bar - Main Menu

Click “Purchase Online” to order another unit

Click “Control Panel” to return to main page

Click “Client Control” to view your clients

Click “Settings” to view your details

Click “Logout” to go back to our

Website

Always available Shortcut Menu

Scroll over “Shortcut Panel” to open this

dropdown list and click on the action icon

Adviser’s Control Panel Main Menu

You already know about this tab

Now click on “My Remuneration”

You already know about this tab

You already know about this tab

You already know about this tab

My Remuneration

Select Month Select Year

Click on “Go”

Selected Month

Transaction PRI nr. Remuneration

Adviser’s Personal Information

Click on “Settings”

Change Personal Details

Installations of unitsAfter 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

Finalizing the TransactionFunctionality 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

Customer’s DocumentsCustomer 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