Dealer management

Zurich Manufacturing
Release
zurich
ft:locale
en-US
ft:publication_title
Zurich Manufacturing
ft:clusterId
mftg
bundleId
mftg
workflow
Customer and Industry
  • Manufacturing Commercial Operations
  • Explore
  • Core features
  • Sales promotion
  • Recall campaign
  • Phases and Sub-phases
  • Repair claims
  • Pre-authorization request
  • Quality issue management
  • Manufacturing quality management
  • Product non-conformance
  • Product quality investigation
  • Remediation core
  • Agents workspace
  • Dealer portal
  • Additional features
  • Configure
  • Set up your environment
  • Getting started with MCO
  • Install MCO
  • Plugins installed with MCO
  • Configure responsibility access
  • Granular roles and entities
  • Set up additional requirements
  • Install CSM
  • Configure the Business Portal
  • Install Order Management
  • Install Service Exchange
  • Set up MCO
  • Create a labor code
  • Configuring product models
  • Modify a product model
  • Configuring assets
  • Create an install base item
  • Related list for an install base item
  • Create a child install base item
  • Create an installed product
  • Create sold product or install base item for contract
  • Set up dealer
  • Create a dealer
  • Create an internal business location
  • Create a channel partner
  • Adding and associating company records
  • Adding staff members
  • Add members to an internal business
  • Add members to an channel partner
  • Assign roles
  • Set up sales promotion
  • Create promotion type
  • Create promotion questionnaire
  • Create an MCO input attribute
  • Create a checklist template
  • Use
  • Dealer management
  • Look up by serial number
  • Pre-authorization request
  • Submit a pre-authorization request
  • Repair claim for the dealer
  • Submit a repair claim for warranty
  • Submit a repair claim for recall
  • Sales promotion for the dealer
  • Submit a sales promotion claim
  • Upload a bulk sales promotion claim
  • Agent management
  • Repair claim
  • Create a repair claim
  • View a repair claim case
  • Review and approve repair claims
  • Approve all claims
  • Reject all claims
  • Partially approve a claim
  • Send back a claim
  • Recall management
  • Create a campaign
  • Importing impacted assets
  • Related lists for my campaigns
  • Campaign tasks
  • Corrective actions
  • Corrective action charges
  • Create an impacted asset
  • Recall a campaign phase
  • Assign an impacted asset
  • Adding a phase task
  • Recall a campaign sub-phase
  • Assign or unassign impacted assets
  • Phases and sub-phases
  • View a campaign
  • Create My campaign phases
  • Create a campaign phase
  • Merge two or more phases
  • Sales promotion
  • Sales promotion management
  • Create a promotion
  • Create a checklist template
  • Related list for My promotions
  • Create an applicable product
  • Create a visibility criteria
  • Create a sales promotion claim case
  • View all promotions
  • Sales promotion claim management
  • Create a sales promotion claim case
  • View sales promotion claim cases
  • Approving sales promotion claims
  • Approve all claims
  • Reject a claim
  • Partially approve a claims
  • Pre-authorization requests
  • Create a pre-authorization request
  • Pre-authorization request
  • Product non-conformance
  • Create a Product non-conformance
  • Related lists for Non-conformance
  • Product non-conformance case task
  • Root cause analysis task
  • Task cause associations
  • Correction actions
  • CoPQ expense line
  • Impacted asset action
  • Containment actions
  • Task SLA
  • Relationships
  • View a product non-conformance
  • Product quality investigation
  • Create Product quality investigation
  • Related list for quality issues
  • Product quality investigation task
  • Stakeholders
  • Corrective action
  • Preventive action
  • Remediation action plans
  • Create remediation action plan
  • Related list for remediation action plan
  • CoPQ financial requests
  • CoPQ planned line charge
  • Cause action plans
  • Additional workflows
  • Customer Service Management
  • Order Management
  • Using Business Portal
  • Create an invoice case
  • Service Exchange for Providers
  • Service Exchange for Consumers
  • Reference
  • Components installed
  • Components for other plugins
  • Data model
  • Dealer data model
  • Dealer tables
  • Sales promotion campaign data model
  • Sales Promotion Campaign Claim tables
  • Repair claims data model
  • Repair claims tables
  • Recall campaign data model
  • Recall campaign tables
  • Quality issue management data model
  • Quality issue management tables
  • Repair form
  • Campaign tasks form
  • Corrective action form
  • Corrective action charges form
  • Claim details form
  • Phase task form
  • Recall campaign form
  • Recall campaign phase form
  • Repair claim form
  • Pre-authorization form
  • Pre-authorization job details form
  • Sales promotion form
  • All promotion form
  • My promotions form
  • Sales promotion bulk upload form
  • Channel partner form
  • Internal business location form
  • Install based item form
  • MCO input attributes form
  • Quality issue management form
  • Product non-conformance case form
  • Product non-conformance case task form
  • Root cause analysis task form
  • Correction actions form
  • Containment action form
  • CoPQ expense line form
  • Product quality investigation form
  • Product quality investigation task form
  • Stakeholder form
  • Corrective action form for PQI
  • Preventive action form
  • Remediation action plan form
  • CoPQ financial requests form
  • CoPQ planned line charge form
  • Cause action plan form
  • General form
  • Notes form
  • Resolution information form
  • Effectiveness form
  • Discuss form
  • Domain separation
  • Now Assist for MCO
  • Use agentic workflows
  • Execute recall campaigns faster

Dealer management

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • The dealer portal enables you to manage the repair, recall, and sales promotion claims.

    Tasks Description
    Look up an asset or claim by its serial number View asset or claim details.
    Repair claim for the dealer Submit a repair claim for warranty and recall.
    Sales promotion for the dealer Submit a sales promotion claim.
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