Dealer management

Australia Manufacturing
Release
australia
ft:locale
en-US
ft:publication_title
Australia Manufacturing
ft:clusterId
mftg
bundleId
mftg
workflow
Customer and Industry
  • Manufacturing Commercial Operations
  • Explore
  • MCO core
  • Sales promotion
  • Use case for sales promotion campaign
  • Use case for sales promotion claim submission
  • Use case for sales promotion claim approval
  • Recall campaign
  • Use case for recall campaign
  • Use case for recall claim submission
  • Use case for recall claim approval
  • Repair claim
  • Use case for repair claim submission
  • Use case for repair claim approval
  • Pre-authorization
  • Additional features
  • Quality issue management
  • Use case for product non-conformance
  • Use case for product quality investigation
  • Agents workspace
  • Dealer portal
  • Configure
  • Getting started with Manufacturing Commercial Operations
  • Install MCO
  • Plugins installed with MCO
  • Configure responsibility access
  • Granular roles and entities
  • Set up additional requirements (optional)
  • Install CSM
  • Configure the Business Portal
  • Install Order Management
  • Install Service Exchange
  • Set up Manufacturing Commercial Operations
  • 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 a 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
  • Integrate
  • FSM integration
  • Integrate with Field Service Management
  • 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
  • Sales promotion for the dealer
  • Submit a sales promotion claim
  • Upload a bulk sales promotion claim
  • Quality issue management for the dealer
  • Report an issue
  • Agent management
  • Repair claim
  • Create a repair claim using playbook
  • Create a repair claim manually
  • View a repair claim case
  • Reviewing and approving repair claims
  • Recall management
  • Create a campaign
  • Importing impacted assets
  • Campaign tasks
  • Corrective actions
  • Corrective action charges
  • Generate a part requirement
  • Create a part availability
  • Create an impacted asset
  • Recall a campaign phase
  • Assign an impacted asset
  • Adding a phase task
  • Adding a sub-phase
  • Assign or unassign impacted assets
  • Phases and sub-phases
  • Create a phase part allocation
  • View a campaign
  • Create My campaign phases
  • Merge two or more phases
  • Sales promotion
  • Create a sales promotion claim using playbook
  • Sales promotion management
  • My promotions
  • Create a checklist template
  • 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
  • Reviewing and approving the sales promotion claims
  • Approve all claims
  • Reject a claims
  • Partially approve a claims
  • Pre-authorization requests
  • Create a pre-authorization request
  • Pre-authorization request
  • Product non-conformance
  • Create a product non-conformance case using playbook
  • Product Non-conformance without playbook
  • Create a product non-conformance case
  • Create a root cause analysis
  • Associating a task cause
  • Create a correction action
  • Create a CoPQ expense line
  • Impacted asset action
  • Create a containment action
  • Create a work order
  • Task SLA
  • Create a parent-child relationship
  • View a product non-conformance
  • Product quality investigation
  • Create a product quality investigation
  • Related list for quality issues
  • Create a product quality investigation
  • Create a stakeholder
  • Create a corrective action
  • Create a preventive action
  • Remediation action plans
  • Create a remediation action plan
  • Related list for remediation action plan
  • Create a CoPQ financial request
  • Create a CoPQ planned line charge
  • Cause action plans
  • Additional workflows
  • Customer Service Management for MCO
  • 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
  • MCO Integration APIs
  • Warranty Claims SOAP API
  • Repair form
  • Campaign tasks form
  • Channel partner form
  • Corrective action form
  • Corrective action charges form
  • Claim details form
  • Install based item form
  • Internal business location form
  • MCO input attributes 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
  • Quality issue management form
  • Cause action plan form
  • Containment action form
  • CoPQ expense line form
  • CoPQ financial requests form
  • CoPQ planned line charge form
  • Corrective action form for PQI
  • Correction actions form
  • Preventive action form
  • Report a product non-conformance
  • Product details form
  • Product details form
  • Product non-conformance case task form
  • Product quality investigation form
  • Product quality investigation task form
  • Remediation action plan form
  • Root cause analysis task form
  • Stakeholder form
  • Work order form
  • General form
  • Effectiveness form
  • Discuss form
  • Notes form
  • Resolution information form
  • Domain separation
  • Now Assist for MCO
  • Use agentic workflows
  • Execute recall campaigns faster agentic workflow
  • Use generative AI
  • Create recall corrective actions
  • Plan and execute recall campaign phases and sub-phases
  • Reporting an issue
  • Summarize fraudulent claim detection

Dealer management

  • Release version: Australia
  • Updated March 12, 2026
  • 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.
    Quality issue management for the dealer Submit a product non-conformance issue report.
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