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Table of Contents
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The present user manual has been created to explain YMPULSE -DYME's newly introduced functionality to allow users to maintain dealer shops.
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There are two security options available for dealer locator:
- ShopsShop Maintenance: for users that are allowed to view, create, edit and delete dealer shops.
- DealersDealer Maintenance: for users that are allowed to maintain dealer information.
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This new menu option has been created in YMPULSE -D YME so that users can maintain dealer information:
After clicking on the "Dealers > Dealer Maintenance" menu, the Dealer Maintenance screen will be displayed:
The dealer list will display all of the dealers associated to the current user's distributor number. The user will be able to edit dealer information directly in the table. The available editable fields are: Dealer Name and Status. After changes are made to dealer information, the Save Changes button will be enabled.
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To create a new dealer record, there is a Create Dealer button at the top of the screen. When pressed, a pop-up screen will be displayed so that the user will be able to enter information for the new dealer. The Dealer Number will be generated automatically by YMPULSE -D YME and will not be editable.
After completing dealer information, the user can press the OK Save button to be taken back to the Dealer Maintenance screen.
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To change the status of a dealer, click on the Status column for the appropriate dealer. The following pop-up will be displayed:
To activate the dealer, click on the Active button. To inactivate the dealer, click on the Inactive button. To return to the Dealer Maintenance screen without making any changes to dealer status, click on the Cancel Back to Overview button.
Important:
- Inactivating a dealer record will set the shop end date for all of the dealer shops associated to the dealer to the current date. Meaning that the shops associated to the dealer will also become inactive. Shops belonging to inactive dealers cannot be re-activated until the corresponding dealer becomes active again.
- When an inactive dealer is re-activated, his shops do NOT become active again automatically. Each shop will have to be activated individually by updating the Shop End Date.
After making changes to dealer information, click on the Save Changes button button.
Shop Maintenance
This new menu option has been created in YMPULSE -D YME so that users can maintain shop information:
Initially, the Shop Maintenance screen will display all of the active dealer shops for the current user's distributor. A shop is considered active when the corresponding shop's end date is in the future.
In order to visualize inactive shops, there is an "Inactive" checkbox at the top of the screen. When it is marked, the view will change so only inactive shops will be displayed.
Shop information can be filtered in the following ways:
- By selecting a dealer number from the Dealer list at the top of the screen: all shops associated with the selected dealer will be shown:
- By entering data to filter at the column headings in the table. All of the columns in the table can be filtered in this way. More than one filter can be entered in the column headings to better refine the search.
Both filtering options can be used at the same time.
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To create a new shop, select a dealer from the drop-down list at the top of the Shop Maintenance screen and click on the Create Shop button.
The following screen will be displayed:
The Dealer number field will be populated automatically with the previously selected dealer number. The Shop number field will be generated automatically by YMPULSE-D \ using the next available shop sequence for the current dealer. Both fields are not editable.
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This screen can be opened by clicking on the Service Maintenance button in the Create Shop screen:
Here, all of the services available for the current distributor's country will be shown. In order to add/remove a service for the shop, click on the checkbox available next to it. When changes are made, the Save button will become available. If this button is not pressed, changes will not be saved. The Back to Shops button will take the user to the Shop Maintenance screen.
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This screen can be opened by clicking on the Opening Hours button in the Create Shop screen:
Here, the available languages for the current user's country will be displayed at the top of the screen. In order to enter opening hours information for a shop, select the appropriate language and input the information in the fields. The Save button will become available once changes are made. The Back to Shops button will take the user to the Shop Maintenance screen.
Important: in order for a shop to be visible in the Yamaha website, the following conditions need to be met:
- Fields Country, Latitude, Longitude and Shop end date need to have a value.
- The shop end date must be in the future.
- The shop must have at least one service selected in Service Maintenance.
View/Edit an existing shop
Shop information for existing shops can be viewed/edited by clicking on the View/Edit button next to the shop record in the Shop Maintenance screen:
The user will be taken to the same screen described for Create Shop. Functionality is the same.
Important: in order for a shop to be visible in the Yamaha website, the following conditions need to be met:
- Fields Country, Latitude, Longitude and Shop end date need to have a value.
- The shop end date must be in the future.
- The shop must have at least one service selected in Service Maintenance.
Overview
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