Annata 365 Dealer Portal

Manufacturers and importers manage their operations using the Annata 365 for Microsoft Dynamics 365 for Finance and Operations (Annata D365) solution. To facilitate the communication between dealers, manufacturers, and importers, the Annata Dealer Portal provides a web interface that integrates seamlessly with Annata D365. Dealers can create, monitor, and maintain transactions directly with the manufacturers and importers through the Dealer Portal. For example, dealers can create parts orders, view parts orders, and view invoices in the portal. Transactions related to devices will be based on those that already exist in Annata D365.

Annata 365 Dealer Portal organizes functionalities under the following modules:

  • Parts : Allows a dealer to view and manage orders, invoices, return orders or back orders for non-device parts from the importer or manufacturer.
  • Devices : Allows a dealer to create and view device related orders, inquiries, invoices, back orders and reports.
  • Service : Allows a dealer to view service campaigns and cases.
  • Warranty : Allows a dealer to create and view warranty claims.

Each module provides functions specific to the corresponding functional area of Annata 365 Finance and Operations.

See Also

In This Section

  • Getting Started

  • Parts

    View and manage orders, invoices, return orders or back orders for non-device parts from the importer or manufacturer.

  • Devices

    Create and view device related orders, inquiries, invoices, back orders and reports.

  • Service

    View service campaigns and cases.

  • Warranty

    Create and view warranty claims.

  • Administration