SP can update all information himself except banking details. If you click on the change banking details button an email is sent to the.
Download ReportTranscript SP can update all information himself except banking details. If you click on the change banking details button an email is sent to the.
Slide 1
SP can update all information
himself except banking details. If
you click on the change banking
details button an email is sent to
the Supplier Management Team
Slide 2
SP to view any of the following:
•Clearance Certificate,
•Our VAT Certificate
•Our BEE Doc
•SLA
•Claims Flow
Slide 3
All info relevant to the specific product:
•Pol Wording
•Rates
•Etc
Slide 4
Slide 5
Mouse over shows additional info
Slide 6
Follow the procedure…
Slide 7
SP selects to reject the claim…
Slide 8
SP has to type rejection reason. Email
is sent to Supplier Management Team
and claims handler.
Slide 9
If the SP Accepts the SP is prompted to
make an appointed.
Slide 10
For any electrical or plumbing claim the
appointment has to be for the same day.
For other (non-emergency) repairs like
remedial building the maximum time allowed
is 7 days.
If otherwise agreed wit the client the only way
to action is to call the call centre.
Slide 11
Slide 12
Slide 13
Follow the procedure…
Slide 14
The part in red frame is supplying the SP
with relevant information:
Address, contact details, excess ,etc.
Slide 15
r has to follow the steps:
Confirm the cost type and the cost item type.
Enter old geyser details
Enter new geyser details
Browse and select quote doc
Enter descriptive damage notes.
Click on upload button to action.
or messages will appear in red below if incorrect
Slide 16
For collateral claims only the following needs to
happen:
1)
2)
3)
4)
Confirm cost types and cost items
Browse and select quote doc
Enter descriptive damage notes.
Click on upload button to action.
Error messages will appear in red below if incorrect
Slide 17
Only geyser claims are
immediately authorized.
The rest has to go through to
back office for authorization
Slide 18
Slide 19
Slide 20
Once authorized and the work has been
done the SP can load release code and/or
number.
Slide 21
Slide 22
Invoice to be attached:
1) Enter Invoice amount – vat incl less excess
2) Enter invoice number
3) Upload your invoice – Has to be PDF doc for
legalities.
Any errors will most likely delay your payment.
Make sure to double check!
Slide 23
The finance screen will state which invoices have to now be processed and on what status they are. We hope to with one of the
following phase/releases display all your invoice queries in red so you know on which I of your invoices the finance teams have
concerns.
Once the invoice is paid it will be displayed on the remittance screen.
Slide 24
SP can update all information
himself except banking details. If
you click on the change banking
details button an email is sent to
the Supplier Management Team
Slide 2
SP to view any of the following:
•Clearance Certificate,
•Our VAT Certificate
•Our BEE Doc
•SLA
•Claims Flow
Slide 3
All info relevant to the specific product:
•Pol Wording
•Rates
•Etc
Slide 4
Slide 5
Mouse over shows additional info
Slide 6
Follow the procedure…
Slide 7
SP selects to reject the claim…
Slide 8
SP has to type rejection reason. Email
is sent to Supplier Management Team
and claims handler.
Slide 9
If the SP Accepts the SP is prompted to
make an appointed.
Slide 10
For any electrical or plumbing claim the
appointment has to be for the same day.
For other (non-emergency) repairs like
remedial building the maximum time allowed
is 7 days.
If otherwise agreed wit the client the only way
to action is to call the call centre.
Slide 11
Slide 12
Slide 13
Follow the procedure…
Slide 14
The part in red frame is supplying the SP
with relevant information:
Address, contact details, excess ,etc.
Slide 15
r has to follow the steps:
Confirm the cost type and the cost item type.
Enter old geyser details
Enter new geyser details
Browse and select quote doc
Enter descriptive damage notes.
Click on upload button to action.
or messages will appear in red below if incorrect
Slide 16
For collateral claims only the following needs to
happen:
1)
2)
3)
4)
Confirm cost types and cost items
Browse and select quote doc
Enter descriptive damage notes.
Click on upload button to action.
Error messages will appear in red below if incorrect
Slide 17
Only geyser claims are
immediately authorized.
The rest has to go through to
back office for authorization
Slide 18
Slide 19
Slide 20
Once authorized and the work has been
done the SP can load release code and/or
number.
Slide 21
Slide 22
Invoice to be attached:
1) Enter Invoice amount – vat incl less excess
2) Enter invoice number
3) Upload your invoice – Has to be PDF doc for
legalities.
Any errors will most likely delay your payment.
Make sure to double check!
Slide 23
The finance screen will state which invoices have to now be processed and on what status they are. We hope to with one of the
following phase/releases display all your invoice queries in red so you know on which I of your invoices the finance teams have
concerns.
Once the invoice is paid it will be displayed on the remittance screen.
Slide 24