Customers
Each customer's vendor list drives what the bot offers them.
Add a customer
On file
| Customer | Vendors | Teams | Trusted numbers |
|---|
Vendors
The master list. Assign them to customers from the Customers tab. Model numbers here fill the model dropdown when adding an asset; each model's lifecycle dates (EOS / EOL / EOSS / EoRMA, all optional) drive the Hardware Support page.
Add a vendor
On file
| Vendor | Model numbers | Subscriptions |
|---|
RMA reasons
The reason choices shown when replacing a device's serial. A free-text "Other" is always offered in addition to these.
| Reason |
|---|
Teams
Departments and the people in them. Assign a department to a customer on the Customers tab; then pick team members for each device on the Add tab.
Add a department
On file
| Department | People |
|---|
Add a device
Register the device and any subscriptions that belong to it in one step.
Add a device and subscriptions
Device details
* RequiredSubscriptions
OptionalSelect every subscription supplied with this device. They inherit the device’s customer, vendor and contract numbers. Set the support dates here — they belong to the subscriptions, and the device’s coverage is taken from them.
Special subscriptions
OptionalSpecial subscriptions each carry their own serial number and validity dates. Tick the ones supplied with this device and fill in their details.
Team members
OptionalPeople from the departments assigned to this customer. Tick who is responsible for this device. Assign departments to the customer on the Customers tab.
RMA — replace serial number
The new serial replaces the old one on this order. The old serial is kept — the order stays searchable by both, and the old serial shows in red.
Add a standalone subscription
* Required
Standalone subscriptions keep their own ICN, VCN, and support dates, even when attached to a device.
On file
Search devices and subscriptions on file. Filters combine.
Filters
Devices
| Customer | Vendor | Model | Serial | Contract (int / vendor) | EOL | EOSS | Installed | Site |
|---|
Subscriptions on file
| Customer | Vendor | Subscription | Attached to | Contract (int / vendor) | Start | End |
|---|
Alert
Subscriptions whose support coverage expires within the selected window. Once the expiry date passes, they move to the Archive.
Subscriptions
| Customer | Vendor | Subscription | Attached to | Status | Expiry |
|---|
Muted
Muted alerts stay here until their expiry date passes, then move to the Archive.
| Customer | Vendor | Subscription | Attached to | Status | Expiry |
|---|
Hardware Support
Boxes whose model reaches a hardware-lifecycle milestone (End of Life, End of Software Support, or End of RMA) within the selected window, or has already passed one. End of Sale is tracked on the model but is not alerted here. Set these dates on each model in the Vendors tab.
| Customer | Vendor | Model | Serial | Milestones due |
|---|
Archive
Boxes past their EOL/EOSS (flagged red — give them a decommission date to clear the alert) and already-decommissioned boxes, plus expired or manually-archived subscriptions.
Devices
| Customer | Vendor | Model | Serial | EOL / EOSS | Status |
|---|
Subscriptions
| Customer | Vendor | Subscription | Attached to | Status | Expiry |
|---|
Invoices
Every contract on file, listed automatically. Open one to save or print it as PDF. Narrow the list by customer, or look one up by its exact number.
All contracts
| Internal contract # | Customer | Devices | Subscriptions |
|---|
Message log
Everything in and out, newest first.
| Time | Dir | Number | Body |
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