Equipment

• This button allows you to enter or scan any serialized equipment whether that be a DISH Network R00 number, DIRECTV Access Card number, or MAC number. *If the equipment is not found in your inventory you will be prompted to either fix the equipment by adding an equipment type or add the equipment without it being in inventory.
  • Once R00/Access cards numbers are entered into the system, you will be able to change the order of receivers by changing the numbers 1-6 in the order dropdown menus and selecting Update at the bottom of the screen. You will also have the ability to track the history of the serialized receiver by clicking on the receiver number once it has been added through this tool.
  • • The RMA button allows you to send equipment directly to Inventory>RMA from this page.
  • We have added an RMA tab to the Invoice/Equipment pop-up that is accessed from the accounts page. This tab will show a list of all inventory that has been swapped out on the invoice. Clicking the name of an inventory item will display the RMA Details pages that are found under "Inventory > RMA > RMA > Details".
    • The Inventory button allows you to send the equipment back into Inventory. After clicking on this button you will be prompted to select the area you would like to send the equipment back to and also specify if this action is a 'Swap-Out'.
    • The Consignment button allows you to send the piece of inventory back to the technician assigned to the job.
    • *In order to Delete inventory from an invoice you would first send the equipment back to inventory, consign back to the technician or send to RMA through one of the blue buttons to the right of the line item. At that point go to the Invoice button on the top left hand corner and you will be able to remove the equipment line from the invoice.
    • Card Validation Button is a button that connects to the Card Validation area in retailer.DIRECTV.com website. This tool checks the status of the receivers to see if they are currently active. (This will only show up for Work Orders with the Provider set to DirecTV)
    • Tech Inventory button appears when a tech is assigned to the invoice and has items in his consignment. This button brings up a list of both serialized and non-serialized inventory from the tech's consignment. Agemni adds the non-serialized equipment to the invoice when the invoice is marked completed, so these items won't include the 'Add' button.

WO

• This button is the location where you will quickly add equipment line items, usually before the installation is complete. This is useful in creating a summary of the services and equipment the customer will receive, which can be given to the customer at the time of the installation. 

• Using the WO page:
  • The Equipment Type dropdown appears on this page and allows you to filter the types of equipment you are looking to add. These equipment types are also filtered by your provider designated for the equipment vendor under Inventory > Equipment > Vendors.
  • Line items added to this page do NOT pull from inventory until the job status has been set to "Completed."
  • Line items added to this page will default to the sale price which you have set for the equipment, but you can edit the sale price on a per-invoice basis if needed.
  • The "Commissions" drop down is NOT necessary for reps or techs to be paid on this job. It is only an optional feature where if a rep sells the item for too little (less than the set Sale Price) it will charge the rep the difference.  You may also designate a "Commission" for the item so that anytime that item is placed on an invoice, it will give a bonus (or charge) to the lead rep, rep, or tech as designated by this drop down menu.
• All Invoices (link at the top, right-hand side of WO page) shows all invoices assigned to the customer and how much money the customer has paid/owes you for the invoice. If you need to add something to the invoice, simply click on the invoice number to the left, select the equipment, and enter in what the customer owes you. For example, you can attach a new activation fee here. 
  

Receivables

• This button allows you to see the payments you have received from the customer. You can add customer payments by selecting the invoice it is attached to, the amount you received, the payment type (cash, chack or credit card), check number if applicable, and date the payment was received. 

Credit Card

• This button allows you to enter and update credit card information. The first and last name of the customer should auto-populate. If you have a merchant account and a gateway set up through Authorize.net, you (and employees whom you give this right to) may authorize (hold money), capture (charge or process payments), credit (refund), or void any charges in this section. Just enter the type of charge (transaction # is only required for credits and voids), a note describing the charge, and the amount. When these areas have been filled, select the Process button.  
  • **Note** We have added a new preference that could change credit card processing slightly. The new preference is called Save CC Code. Leaving this checked will allow you to save the credit card validation code on the credit card page (as it has always been done in the past). By unchecking this save option, the CC code will NOT be saved on the credit card page. Instead, the user must enter the code when they run the transaction and the code will not be saved for further use.  
    
• ARB: Automatic Reacurring Billing - If you would like to add a monthly billing option for your customers you can use ARB to do this. If you would like to add this option, contact Agemni Support (801-377-4004) and ask to have ARB capabilities added to your database. Once this capability has been added, you will see a new section come up under the blue Credit Card button on each of your cusomer pages that have credit card information.

     **NOTE** To have the capability to use ARB, you must also contact Autorize.net and make sure you are eligable for ARB through them as well. If you have not contacted Authorize.net to give you this eligability it will notwork in Agemni.

Programming

• This button allows you to view customer programming options and see the estimated amount of his/her monthly bill. For Dish Network and DIRECTV your selections of the provider, promotion, TVs, and kit will pre-populate in this window from the customer invoice but verify them in order to view correct programming and costs.  Please note: for Hughesnet this button will be called Service Plan and you will be able to select the customers packages and additional options.
  • Select a base package in the dropdown and any a la carte channels/packages the customer may want.   
  • International Base Packages-DISH Network has recently allowed six international packages to be used as a base package. To select this option through our programming page, select International Base Package as your base package in the dropdown, then choose one of the highlighted international packages from the a la carte list. 
  • As you choose your programming options be sure to press the 'save' button in the top right hand corner, otherwise your selections will not save to the work order.
  • Package Info provides a link to the provider website with additional package info or a description of the package. 
    • **Note** If you want to be able to connect to DIRECTV or DISH for more information regarding packages you must enter in the URL address for that package under Admin > Preferences > Programming.   

Payroll

• This button provides a view of how much your employees will be paid for this customer. You can hit the Recalculate Payroll option if you feel that the payroll is not showing up correctly due to any changes you may have made to pay plans or to employees assigned to this account. 
• You can also make Payroll Adjustments for employees such as adding or subtracting money for an employee who worked with this customer. Enter in the required fields and hit Add to save any adjustments or changes made to this payroll record. 
  

Reconcile

• This button is where the payments you've imported for each customer will appear. The commissions will be listed by receiver number. Any missing commissions can be submitted directly from this page. NOTE: You may get red error messages if you are missing commissions. We have updated these error messages to direct you to the correct location of the error. Either you have not updated or imported your commissions, Agemni is missing the commission business rules for that promotion and kit combination or you have not entered your commissions under ADMIN>Commissions>OE Commissions.
  • Report Missing Commissions will be used for those of you who use the reports missing commission feature, we have two different ways of reporting missing commissions now. You may go to the Reconcile button on a customer page and click on the Report Missing Commissions button or click on the H button, which will now autopopulate missing commissions. When the H button comes up with the popup window click on the "Click to add Missing Payments" and the missing commissions will be autopopulated.
• For DNS Retailers, if you send an inventory item to RMA directly from an invoice, Agemni will automatically create an expected equipment "RA Credit" under reconciliation in the amount of the equipment cost. This should help with reconciling when you receive an RA equipment credit in your commission imports.