Deployment

Deployment

We’ve integrated our merchant-direct equipment deployment services directly into P2. Right from the P2 application, you can order terminals, pin pads, downloads, and injections. An order is submitted to POS Portal’s Fulfillment. When we ship the order to your merchant the tracking number, serial number, and other deployment data is accessible on the merchant profile in P2. Deployment module is an optional module that integrates a critical customer touch point into your CRM system for improved customer service and efficiencies.

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HIGHTLIGHTS

Shopping Cart

You can launch the POS Portal shopping cart right from the P2 application. The cart allows you to order terminals, pin pads, cables, and specify downloads and injections. It quotes UPS and FedEx freight quotes for multiple service levels. You can store mark-up prices on all items including shipping and services to help manage merchant billing. And you can pay by credit card. Having the POS Portal shopping cart integrated with your CRM helps streamline the steps needed to get your merchants processing.

Order History

When you place an order with POS Portal fulfillment, the order data is populated on the merchant location profile. The order number, order header information, and all the line item detail are just a click away. The order includes configuration information such as downloads and injections. The order status is updated as the order moves through the process. When an order ships, the status changes, and shipment information is updated. Each order is displayed on the Order History list making it easy for the customer service rep to handle inquiries on specific orders.

Shipment Tracking

Improve service to your merchants by having shipment information readily available. When we ship a package to a merchant we display the tracking numbers directly in P2. We also display the delivery confirmation date/time, as well as the person who signs for the package. Email alerts can be configured to notify sales and installation teams when a deliver is confirmed.

Installed Equipment

Knowing what equipment is installed at a merchant location has many benefits—for example, it improves customer service, it may be needed for compliance, and it helps product assess the impact of application changes. When we ship equipment to a merchant, we record the make, model, and serial number of the device and display that in P2. We also store the injection, application, and other configuration details that we shipped with the device.

Charts and Reports

With deployment data populated in P2, a rich set of charts and dashboards are available to help you manage the deployment function as well as manage your portfolio. For example, SLA reporting around same day shipments is available to vendor managers. You can also view your equipment portfolio by owner type, equipment type, OEM manufacturer, or any other element that might help you gain insight into your portfolio.