Customers

Owned by Thorsten Boedeker
Last updated: May 28, 2024

The Customers module lists all customers with their respective information. This includes general information, the connected assets and the current status of the job. New customers can be invited and new machines can be registered to the platform here.


Main View



Display of the customer lifecycle.
The graph shows the current status of the stored customers, e.g. how many customers are new, invited, onboarded etc.

Status:

  • New: The customer has not yet received an invitation to join the platform and is not linked to a tenant on the platform.
  • Invited: An invitation has been sent to the customer, but has not been accepted so far.
  • Onboarded: The customer has accepted the invitation and joined the platform.

You can filter the list by the status by clicking on the respective status panel.

List of stored customers.

  • Sort the list by using the buttons in the top row.
  • Search for a certain term within a respective column using the filter button and typing something into the search field.

→

Registered Machines

This entry shows the number of customer machines added to the list and how many of them are linked to assets on the customer side.

→ 3/8 means: three customer machines connected to customer assets out of 8 totally added machines in the list.


  • Click into a row to view all info about the customer such as address information, status and assigned machines.
  • Edit an existing entry by clicking the button.

In the Machines list, new machines can be added and existing machine information can be edited.

This is explained in detail in the Machines help.

  • Add a new customer to the list by clicking the button.
  • In order to add a new customer to the list, enter all relevant information into the respective fields (fields marked with a "*" are mandatory fields and must be completed) and click .

After a new customer was added, he appears in the list of customers in the main view.

  • Export the machine data to a CSV file by clicking on .
  • Check the entries from the list of columns to be exported to a CSV file. Only the checked columns will be exported.
  • You can export all data from your list of machines by checking All Data or only a filtered selection by checking Filtered Data.
  • Generate the CSV file by clicking on .

A CSV file will be generated and saved to your downloads folder:


It is only possible to select and export the columns that are currently visible in the table. If want to export further columns they need to be added to the table as described under .

  • Customize the displayed columns by clicking on .
  • Check the entries from the list of columns to be displayed in the overview.
  • Align the sequence of the entries by dragging & dropping the entries in your desired order.

The selections will be permanently stored for your user and can be reset to factory setting by clicking .



Customer Detail View


  • Choose an entry from the list of customers in the main view to display the customer detail view.



Customer information panel.

This panel displays information stored about the customer:

  • UUID
  • Service organisation
  • Address

Customer status.

  • New: The customer has not yet received an invitation to join the platform and is not linked to a tenant on the platform.
  • Invited: An invitation has been sent to the customer, but has not been accepted so far.
  • Onboarded: The customer has accepted the invitation and joined the platform.

Send invitation.

  • Invite a customer to the platform by clicking on .
  • Enter customer name and email address in the respective fields and click .

An invitation email is now sent out to the customer.

After the invitation was sent out to the customer, his status changes from New to Invited.

The invitation link is valid for 30 days and can also be copied to the clipboard via .


You can also resend the invitation by clicking . The old invitation and link then becomes invalid.

List of stored machines.

  • Sort the list by using the buttons in the top row.
  • Search for a certain term within a respective column using the filter button and typing something into the search field.
  • Edit an existing entry by clicking the button.
  • Delete an existing entry by clicking the button.
  • Propose an asset to the customer for providing service by clicking .

A dialog opens to confirm the proposal of providing service for the respective machine to the customer:

  • Confirm the proposal via .

Add a new machine by clicking the  button.

A dialog for entering the machine details opens.

  1. Enter serial number of machine in field Serial Number (mandatory).
  2. Enter External ID in field External ID (optional, to be used for ERP systems).
  3. Choose a machine model from the Machine Model list of stored machine models.
  4. Set a date for beginning of the warranty in the Warranty Begin date chooser and for the end of the warranty in the Warranty End date chooser.
  5. Enter edge device serial number to be allocated to the machine.
  6. If the machine already existed in symmedia SP/1, check box Machine is migrated from SP/1.


  • Finish adding the new machine by clicking the   button.

or

  • Pair the added machine with an edge device by clicking the button.

Pair edge device.
  • After choosing PAIR EDGE DEVICE, select an edge device from the dropdown list that is not already paired and click the  button.


Currently it is only possible to link one customer machine to one edge device. It is foreseen that multiple machines per edge device will be possible in future.

The machine is now paired with an edge device and all info is displayed at a glance.

  • Click the button to close the dialog or go back via the  button to change the entry.