In Manitou, a Dealer entity serves as a critical tool for managing and organizing accounts, particularly when those accounts are handled by an external installing or servicing company, or when they represent a specific subdivision of accounts within the company’s operations.
The Dealer entity allows for detailed management and reporting by grouping accounts under a specific dealer, enabling the monitoring company to track performance, manage service requests, and generate dealer-specific reports. This structure not only enhances operational efficiency but also provides clear accountability, ensuring that each dealer or subdivision can be monitored for service quality and responsiveness, ultimately improving customer satisfaction and operational oversight.
Adding a New Dealer
After collecting all pertinent information, log into Manitou and navigate to the New Dealer Creation form.
- Click the hamburger icon (≡) then select File, New, and Dealer.
- Enter the Dealer ID.
- Enter the Dealer Name.
- When applicable, select the A/R Company and select the A/R number for the Dealer.
- Verify the Country, Language, and Time zone for the Dealer.
- Click Done.
This adds the dealer to the Manitou Database and allows the update and creation of the details within the Dealer
