Trellis Dealer Support
            Knowledge Base Trellis Dealer Support Dealer Portal

            How to assign hardware to a customer

            Below you'll find the steps to assign hardware to a customer. If you didn't select a customer when placing your order, skip to Step 6

            Be sure to record the serial numbers of the units you deliver to or install for each customer. 

            You'll need the serial numbers to be able to assign hardware to your customers. 



            Step 1: Go to the Manage Customers Tab

            If you selected a customer when placing your order, you will find their name under the Manage Customers tab of the Distributor Portal.



            Step 2: Click on the Customer's Name to Assign Hardware




            Step 3: Click the pencil in the Hardware section.  




            Step 4: Select Available Sensor Stations & Base Stations to add to their account.



            Then, click Save


            Step 5: On the customer's page, click Activate Customer. 

            This is a very important step. It will send your new customer an email to activate their account. 

            Note: you'll be cc'd on that email, so you'll see it when it goes out.  




            Step 6: Add a Customer before Assigning Hardware

            If you didn't add a customer when placing an order, you'll need to create one first by going the Manage Customers tab of the Distributor Portal. 




            Then, click Add Customer in the upper left hand corner.




            Next, fill in the customer contact information and click Add Customer




            Lastly, follow the preceding steps to assign hardware to this customer and you're all set!

            Updated: 19 Apr 2019 06:02 AM
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