DISTRIBUTOR CRM TRAINING

Contents

01 Login Guide

02 Master Data Maintenance

03 Create Service Order

04 Report Query
Contents

01 Login Guide

02 Master Data Maintenance

03 Create Service Order

04 Report Query
 Login Guide

Below informations for user’s reference for the first time login
 CRM Home page： https://mcrm.mindray.com
 Recommended browser：CHROME Browser
 CRM account: Apply from region Service Engineer
 It supports same account for multi-clients online

 Password change: http://w3.mindray.com

 More details about account are mentioned in the
attachment of logon manual
Contents

01 Login Guide

02 Master Data Maintenance

03 Create Service Order

04 Report Query
 Master Data Maintenance
 Create End-user Information
Step 1: Click “Create End-user info” button on Home page to enter into End-user info creation page.

Step 2: Click “Download template” button to download “Create_customer_ID_in_batch.xlsx” excel table to computer
 Master Data Maintenance
 Create End-user Information
Step 3: Add the end-user information into “Create_customer_ID_in_batch.xlsx”excel table as below

Step 4: Upload the end-user information into system

 Master Data Maintenance
 Create End-user Information
Step 5: Then the end-user information will be list in below area of the page

Step 6: It’s allowed to download all the end-user information into excel table and save to computer
 Master Data Maintenance
When the first time use, it has to done Master Data
 Create Employee Information Maintenance for the data initialization
Step 1: Click “Maintain Employee info” button on Home page to enter employee information creation page.

Step 2: Click “Add” button and input employee’s information

 Master Data Maintenance
 Create Employee Information
Step 3: Click “save” button to upload employee’s information into system

Step 4: Delete employee information: Step 5: Edit employee information:

Contents

01 Login Guide

02 Master Data Maintenance

03 Create Service Order

04 Report Query
 Create Service Order

 Select Create Service Order

 Create Service Order

 Input Serial Number

 Create Service Order

 Complete ORDER INFORMATION

 Create Service Order

 Check EQUIPMENT DETAILS

 Create Service Order

 Check Ship-to Details

Only after save this order ,then you can change the ship-to address
 Create Service Order

 Select or Add correct End-user info

If end-user has not in the list, pls add it

 Create Service Order

 Complete the FAILURE DETEAILS

 Create Service Order

 Input part info to Apply Parts.

Pls press [add] button then input order/part number in the part number blank ,then press enter key on the
keyboard. And input quantity and keep the parts status as apply

There will be added item of “old parts return” automatically for a & b type of part
 Create Service Order

 Upload ATTACHMENTS
 Create Service Order

 Input MESSAGE (if necessary)

 Create Service Order

 Input time sheet

 Create Service Order

 QUESTIONAIRE (not open at this version)

 Create Service Order

 Submit the order

you have to save the order before submit the order
 Create Service Order

 Check the order

enter to main page , you can open the Service Order-in Process to check all orders created by you.
 Create Service Order
 Check the order

You can check the Order status,there have status like :

In process; waiting for parts; parts delivered.
When parts delivered ,you can go to parts apply menu
to check the tracking number
 Create Service Order

 In-Batch function
you can create one more different orders (pm & break down & installation) at once use in-batch function
 Create Service Order

 In-Batch function
Contents

01 Login Guide

02 Master Data Maintenance

03 Create Service Order

04 Report Query
Report Query

 Service Order Check Report

 Report Query

 Service Order Check Report

 Report Query
 Service Order Check Report

 Input order Number

 Report
 Report Query
Service Order Check Report

1  Input different information then

search

2
 Report Query
 Equipment Query Report

 Report Query

 Equipment Query Report

 Report Query
Equipment Query Report

 Input different information

 Search

 Download report

 Report area
Thank you!!!