Important: Please make sure that the Dealer setup and Configuration are completed before attempting to use Dealer Portal. For more information, see Dealer Setup in Annata D365 and Annata D365 Dealer Portal Configuration.
To access Dealer Portal, you need a Dealer Portal user account and the sign in credentials. If you do not have an account, contact the administrator. If you are a new user, you need to activate your account and set up your password for the first-time login.
Note: Once activated, you can sign in to Dealer Portal. For more information, see Sign In. However, you can only use the functions after the administrator assigns at least one dealer to your user account. If you do not have access to any dealer, contact the administrator.
To activate account and setup new password,
To sign in,
To sign out,
You can sign in to one assigned dealer only at a time. However, you can still change the dealer without signing out.
To change dealer,
Note: The system will refresh the current screen with the records of the newly changed dealer. For example, the All parts orders list, All parts invoices list, All device orders list, and All device invoices list will now show the records of the newly changed dealer.
If you forgot the registered password of your Dealer Portal account, you can easily reset it.
To reset password,
Note: Password must contain at least 6 characters long, including special characters, upper/lowercase, and numbers.
You can freely change the language throughout the Dealer portal at any time.
To change language, select a language at the top right-hand corner of the Sign-In page or the navigation bar.