51
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 FeaturesPurchase Online channel for easy ordering
New unitsClient requests installation of unit in another vehicleClient requests change of vehicle ownership
Keep track of all your clients, their SLA’s and Installation CertificatesKeep track of your incomeCommunicate with usHave 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” site Reminder 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 clientsFollow progress of installation processControl and verify outstanding paymentsOrder 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 InstallationsCustomer will receive
Invoice for this transactionNew “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 accountNew account created for the New OwnerNew Owner receives
Service Level Agreement with “My Tracer”“My Tracer Installation Certificate”Welcome letter from “My Tracer” with the relevant informationGetting 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 installationInstallations are done within 7 days from day of orderEasy 3 wire connection during installationNo interference with vehicle’s electronicsAverage time 30 to 45 minutesVery little usage of vehicle’s battery power
Finalizing the TransactionFunctionality of units are verified on site via installer’s cell phone or computerFinal customer and vehicle data collected, verified and submitted via the internetUnit’s are therefore active immediately after completion of installationTo 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 numberInstructions 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
