> What is Virtual Customer?
> How can I access it?
> How does Virtual Customer work?
What is Virtual Customer?
The majority of the supplier companies that register on ConSol do so at the request of one of their clients who wish to issue work to them through ConSol. In many cases, this work represents only a fraction of the actual work that the supplier has on their books.
For those suppliers who wish to standardise their internal workflow processes by having a single portal for work order management that offers security, consistency, auditability and control, ConSol’s Virtual Customer feature provides a solution.
This feature enables you to define relationships with ALL of your customers in ConSol, and provides a new import tool to bulk upload orders for each of these customers. The orders are automatically created at ‘Work in Progress’ stage in ConSol where you can upload artefacts and detail item usage.
How can I access Virtual Customer?
To access Virtual Customer, a licence will need to be purchased from Yarris to enable you (the Supplier) to create and manage contracts and import orders on behalf of customers who do not issue work to you through ConSol
How does Virtual Customer work once signed up?
Once a licence has been purchased, Suppliers can enable new Virtual Customer Roles for their users- Supplier Contract Manager and TOW Import Manager.
Users with the Supplier Contract Manager role can choose the Virtual Customer (VC) from an existing list of defined customers or, if not on the list, they can register a new VC.
Next, Suppliers can view a generic Schedule Item list to identify which category(s) best describe the work that they undertake for their VC.
Suppliers will then create their own contract with the VC in ConSol and upload their rates against the items in the selected category(s).
The Supplier is now able to import orders against this new contract using the new Gateway Import tool that utilises templates to import large batches of information.
Orders successfully created are available on the Supplier’s Work in Progress’ worklist. These orders are managed in exactly the same way as orders issued through ConSol and can be completed by internal resource crews or on-forwarded for sub-contractor engagement.
When work on each job has been completed, submission of a claim (that will be auto-verified) will cause the order to be closed.
Internal teams can then notify the Actual Customer outside of ConSol of the completion of works in the manner best suited to that relationship.
More complex Import Templates and additional Service Categories can be requested by contacting the Yarris team directly.