How do I receive the service order?
This page only applies to Galaxus Switzerlnad partners.
Table of Contents
The Company Management Interface (CMI) is a web-based tool for service partner order processing. All service partner orders are processed and invoiced here. Access to the CMI is created by the service partner team. All service partner orders have an individual service partner ID, or SP-ID, for short. These instructions show step-by-step how to process them.
As soon as a customer buys a product with a service, a sales order is created. The SP-ID is also linked in this order. Transmission to the service partner via CMI takes place within 30-45 minutes.
Exception: If the customer orders on prepayment, then the transmission takes place only after receipt of the payment.
Step 1: Check requirements
The requirements of a new service order must be checked and updated in the CMI within one working day.
Initial contact with the customer about the conditions on site, such as:
Are all connections available?
Are the driveway and access to the rooms suitable?
Has the customer ordered any additional brackets and kits?
Important: In this step, no delivery date is agreed with the customer yet!
Provided everything is correct, you can «Mark as requirements fulfilled».
The order can no longer be found in the overview until the goods have been dispatched.
If the requirements are not met, you can select this by specifying a reason. The order will then be canceled by Digitec Galaxus.
Step 2: Arrange appointment
As soon as the goods are in stock, shipping is triggered. The order then appears under “Set service partner orders with customer appointment status”.
The appointment must be set within one working day of receipt of the goods:
Contact the customer again to arrange the appointment.
As soon as this is set, the appointment must be confirmed in the CMI.
Click on “Set delivery date”
As soon as the appointment has been confirmed, the order moves to the “Service partner orders with status confirm execution” overview.
Step 3: Confirm execution
As soon as the service has been provided to the customer, the service must immediately be marked as completed under “Confirm service partner orders with execution status”.
If the service has not been provided, you can select this by specifying a reason.
Possible reasons are:
Transport damage
Absence of the customer on the planned date, etc.
Digitec Galaxus then checks the order and initiates the next steps
Step 4: Settlement
YAs soon as everything has been completed, you can invoice us once a month for the completed orders. «Service partner orders» → «Completed orders not yet invoiced».
Under «Invoice selection» you can select the desired orders:
The CMI generates a PDF with the invoiced orders. Attention, this is not yet an invoice! The service partner must generate an invoice to Galaxus. The invoice must list the billing ID from the PDF and all SP IDs. Please send the invoice in PDF form to accounting@digitecgalaxus.ch.