User Guide

0 mins to read

Nov 21, 2022

Introduction

The Geotab Marketplace Order Now program facilitates the purchases of the hardware Add-Ons, software Add-Ins, and Geotab GO9 devices. This document contains all the essential information that you, the Customer, need to take advantage of the Geotab Marketplace Order Now program. In this guide, you will learn how to:

  • Get started with using the Order Now feature,
  • Submit and cancel an order request for hardware Add-Ons, and
  • Install and activate billing for software Add-Ins.

NOTE: To improve our products, Geotab may at any time, and without warning, change the design, presentation, or functionality of the software.

Order Now-enabled Products

The Order Now-enabled products are only available for purchase through the MyGeotab Marketplace. The table below lists all the eligible products that are currently available to purchase using the Order Now feature.

Name

Description

Partner Type

Solution Type

MKH-SRFAI12128SIB1

Surfsight - AI-12 Dual Camera w/ 128GB SD Card, w/Twilio SIM and Tamper Proof Case.

Third-party — Surfsight

Hybrid*

HRN-SGCBOBD

Surfsight OBDII power adapter.

Third-party — Surfsight

Hardware

HRN-CBLPWRS50011P

Surfsight Power Harness – Surfsight adaptor plugs for use with HRN-TNULL. Required for compatibility with Surfsight AI-12 camera.

Third-party — Surfsight

Hardware

GO9-GENERIC**

Placeholder GO9. The Geotab Sales Partner is responsible for replacing this SKU with a GO9 SKU before placing an order from the MyAdmin cart.

Geotab

Hardware

HRN-TNULL

A T-harness to connect a GO device with a custom telematics device.

Geotab

Hardware

HRN-GS16K2

Universal OBDII T-Harness Kit – Multi-connector kit includes a T-harness and twelve different mounting adapters for use in most light-duty and medium-duty international vehicles. Eliminates the need to know vehicle information in advance.

Note: The State of California currently prohibits Installing HRN-GS16K2 in a manner that relocates the in-vehicle diagnostic connector. See PAC-INSUPH12 (goo.gl/1Vninm) for guidance on installing this harness using a direct plugin installation method without relocating the data link connector Replaced: HRN-BE16T2, HRN-BG16T2, HRN-BF16T2, HRN-BS16T2, HRN-BT16T2.

Geotab

Hardware

MKH-776290GT5P

StealthNet™ on ABS Harness for ABS Equipped Trailers Manufactured after 1999: This solution provides a Plug and Play Robust Trailer Tracking Device with rechargeable battery. The StealthNet unit can instantly access important data in real-time, and provides high-performance tracking to keep tabs on asset health, location, and efficiency.

Third-party — Phillips Connect

Hybrid*

MKH-776290GT4P

StealthNet™ on ABS Harness for all Bendix Premium ABS Systems: This solution provides a Plug and Play Robust Trailer Tracking Device with rechargeable battery. The StealthNet unit can instantly access important data in real-time, and provides high-performance tracking to keep tabs on asset health, location, and efficiency.

Third-party — Phillips Connect

Hybrid*

MKH-776290GT15B

StealthNet™ with 15' Nosebox Harness: This solution provides 3 wire install on virtually any asset with a 15 ft harness. The StealthNet unit can instantly access important data in real-time, and provides high-performance tracking to keep tabs on asset health, location, and efficiency.

Third-party — Phillips Connect

Hybrid*

MKH-776290GTCN

StealthNet with 12v CN-Linko Adapter Kit: This solution provides hidden installation with a large back-up battery. It keeps tabs on asset health, location, and efficiency. Additionally, this StealthNet unit can instantly access important data in real-time, and provides high-performance tracking with the longest battery life in the Phillips Connect asset tracker family of products. This solution offers an inclusive tracking solution with a 12V cigarette car adaptor included.

Third-party — Phillips Connect

Hybrid*

MKH-776530GT

SolarNet™: 10 Year Solar Tracking Device.

Third-party — Phillips Connect

Hybrid*

MKH-776220GT

SolarNet™ Tethered: 10 Year Solar Tracking Device. Additional harness included to supply power from the 7-way to the tracker.

Third-party — Phillips Connect

Hybrid*

*Hybrid refers to solutions that have both hardware and software components.

NOTE: Currently, the GO9 device is the only GO device available for order from the MyGeotab Marketplace. After you have placed an order for a GO9-GENERIC product from the Marketplace, the Geotab Partner is responsible for selecting an appropriate GO9 SKU on your behalf.

Getting Started

Before you submit order requests for Order Now-enabled products, you must ensure that you have the correct security clearances and enable the Order Now feature in MyGeotab.

Review Security Clearances

To review the security clearances, follow the steps below:

1

From the main menu, select Administration > Users.

2

On the Users page, click the Clearances button at the top of the page.

3

On the Security Clearances page, select the desired user type.

4

On the Security Clearance Edit page, ensure that you have the following security clearances enabled: Purchase paid items in the Marketplace and View paid items in the Marketplace. If the security clearances are not enabled, contact your Administrator.

5

Click the Save button to save your changes.

Enable Order Now Feature

After you review the security clearances, follow the steps to enable the Order Now feature:

1

From the main menu, select Administration > System… > System Settings.

2

On the System Settings page, select the Marketplace tab.

3

Under the Marketplace tab, toggle the Display third-party apps and Allow purchasing on Marketplace to On.

4

Click the Save button to save your changes.

NOTE: To use the Order Now feature, you must have a valid email address associated with your MyGeotab account.

Hardware Add-On Solutions

For Order Now-enabled hardware Add-On solutions, you can only submit order requests but cannot place an order.

Submit Order Requests

NOTE: Currently, the GO9 device is the only GO device available for purchase on the MyGeotab Marketplace.

To submit an order request for Order Now-enabled products, follow the steps below:

1

From the main menu, select Marketplace.

2

On the Geotab Marketplace page, toggle Order Now Solutions to On — located under Filters > Shopping Type — to view all Order Now-enabled products.

3

With the Order Now Solutions filter toggled on, browse through the solutions and select the desired Order Now-enabled product. All eligible products display an Order Now icon

.

4

On the solution page for the selected Order Now-enabled product, review the product details.

Note: Applicable taxes and shipping fees as determined by your Reseller are not included in the prices set forth. The total purchase price plus applicable taxes and shipping fees will be billed to you by your Reseller.

5

Click the Add to Cart button.

6

After you have added all the products you want to order to the cart, select the shopping cart icon.

7

In the Your cart panel, adjust the quantity of each item (as needed), then click the Proceed to order button.

8

For the Order Information step, select a rate plan (for GO devices only) and provide the shipping address information. The Save as Default Address option allows you to save the address to use for future purposes.

9

Review the Order summary then click the Place Order button to submit the order request. After the order request is submitted and processed, a popup window displays the following message with a confirmation message. The confirmation number allows you to follow up on the order status with your Reseller.

After you submit the order request, your Reseller decides to approve or cancel the order request and notifies you via email.

Cancel Order Requests

To cancel an order request for a hardware Add-On solution, contact your Reseller. Order requests cannot be cancelled through the MyGeotab application. The Reseller then contacts Geotab Support on your behalf to initiate the process.

Software Add-In Solutions

For Order Now-enabled software Add-In solutions, you can purchase and install solutions with one-click.

Purchase and Install Solution

1

From the main menu, select Marketplace.

2

On the Geotab Marketplace page, toggle Order Now Solutions to On — located under Filters > Shopping Type — to view all Order Now-enabled products.

3

With the Order Now Solutions filter toggled on, browse through the solutions and select the desired Order Now-enabled product. All eligible products display an Order Now icon

.

4

On the solution page for the selected Order Now-enabled product, review the product details.

Note: Applicable taxes and shipping fees as determined by your Reseller are not included in the prices set forth. The total purchase price plus applicable taxes and shipping fees will be billed to you by your Reseller.

5

Click the Add to Cart button.

6

After you have added all the products you want to order to the cart, select the shopping cart icon.

7

In the Your cart panel, adjust the quantity of each item, as needed, then click the Proceed to order button.

8

For the Accept EULA step, review the End User License Agreement (EULA) then click the Accept & Proceed to order button.

9

Click the Finalize Order button to go to the next step after you have reviewed and accepted the EULA.

10

For the Order Information step, select the checkbox to indicate that you acknowledge and agree that you will be invoiced for the solution by your Reseller.

11

Click the Place order button to submit the order request. After the order request is submitted and processed, a popup window displays the following message with a confirmation message. The confirmation number allows you to follow up on the order status with your Reseller.

The software Add-In is automatically added to the database, and displayed in the MyGeotab main menu. If you do not see the Add-In, refresh the browser and re-inspect the menu.

NOTE: The vehicles added to the Order Now program can be changed at any time.

Activate Billing

After you have installed the Add-In, you must add vehicles to activate billing. Billing is prorated for the month based on the period of time enabled for each vehicle. For detailed information on Add-In configuration and billing activation, please refer to the documentation provided by the Marketplace Partner for the solution.

Cancel Subscription

To cancel the subscription for an Order Now Add-In, follow the steps below:

1

From the main menu, select Marketplace.

2

On the MyGeotab Marketplace, toggle Order Now solutions to On — located under FIlters > Shopping Cart — to view all Order Now-enabled products.

3

With the Order Now Solutions filter toggled on, browse through the solutions and select the desired solution.

4

On the solution page for the selected Order Now-enabled Add-In, select Looking to cancel your subscription?.

5

In the popup window, select a Reason for Cancellation from the dropdown menu.

6

Click the Cancel All Subscriptions button.

Note: If you would like to remove a user or vehicle, please visit the configuration settings of desired Add-In to remove the specific user or vehicle.

After you submit a request to cancel the subscription for the software Add-In solution, your Reseller contacts Geotab Support on your behalf to initiate the process.

Hybrid Solutions

Some solutions have both hardware and software components — referred to as “hybrid” solutions. The hardware Add-On requires you to submit an order request, while the software Add-In is available for installation upon purchase.

! IMPORTANT: Hybrid solutions require you to review and accept the End User License Agreement(s) (EULA) to use the software Add-In.

Submit Order Request

To submit an order request for Order Now-enabled products, follow the steps below:

1

From the main menu, select Marketplace.

2

On the Geotab Marketplace page, toggle Order Now Solutions to On — located under Filters > Shopping Type — to view all Order Now-enabled products.

3

With the Order Now Solutions filter toggled on, browse through the solutions and select the desired Order Now-enabled product. All eligible products display an Order Now icon.

4

On the solution page for the selected Order Now-enabled product, review the product details.

Note: Applicable taxes and shipping fees as determined by your Reseller are not included in the prices set forth. The total purchase price plus applicable taxes and shipping fees will be billed to you by your Reseller.

5

Click the Add to Cart button.

6

After you have added all the products you want to order to the cart, select the shopping cart icon.

7

In the Your cart panel, adjust the quantity of each item (as needed), then click the Proceed to order button.

9

For the Order Information step, select a rate plan (for GO devices only) and provide the shipping address information. The Save as Default Address option allows you to save the address to use for future purposes.

10

Click the Place Order button to submit the order request. After the order request is submitted and processed, a popup window displays the following message with a confirmation message. The confirmation number allows you to follow up on the order status with your Reseller.

After you submit the order request, your Reseller decides to approve or cancel the order request for the hardware Add-On solution and notifies you via email.

Install Solution

The software Add-In solution is automatically added to the MyGeotab menu, and requires billing activation. For detailed steps, please refer to the Software Add-In Solutions section.

Cancel Order Request

To cancel an order request for a hardware Add-On solution, contact your Reseller. Order requests cannot be cancelled through the MyGeotab application. The Reseller then contacts Geotab Support on your behalf to initiate the process.

Cancel Subscription

Software Add-In subscriptions for hybrid solutions cannot be canceled through the MyGeotab application. To cancel the subscription for the software component, contact your Reseller. The Reseller then contacts Geotab Support on your behalf to initiate the process.

View Order History

The Order History in the MyGeotab Marketplace lists information about order requests, as well previous and current orders. To view order history, navigate to the Marketplace page from the main menu. On the Marketplace page, select Manage — located in the top left corner of the page. To search for a specific order, use the Search bar or Filter options to narrow the search results.

The Order History page provides the following information:

  • Order Number — The unique number of the order request or order.
  • Order Date — The date the order request was submitted.
  • Status — The current status of the order request or order. There are four possible statuses:
    • New — Customer has submitted an order request via the MyGeotab Marketplace, and a planning order has been created in MyAdmin. The Reseller will review and manage the order request, as needed.
    • Pending — Reseller has placed the order via MyAdmin. Geotab will process the order and notify the Reseller when the order has shipped.
    • Fulfilled — Geotab or the Marketplace Partner has shipped the order to the Customer.
    • Cancelled — Reseller has cancelled the order request.
  • Partner(s) — The name(s) of the solution provider.

The table also includes an option to print the order information, as well as an option to view additional order information about a specific order To view the additional order information — includes a list of solutions in the order, the Customer’s shipping address, and a visual indication of the status — select the arrow located next to the Print icon.

View the Audit Log

The Audit Log in MyGeotab lists notable events and helps you track changes made to your account when multiple users have Administrator access. You can also view order-related information after you have submitted an order request, which is helpful if you misplace your product order (PO) number. The Audit Log does not provide information about whether the Reseller has approved or cancelled the order request.

To view order-related information in the Audit Log, follow the steps below:

1

From the main menu, select Administration > System… > Audit Log.

2

On the Audit Log page, click the Options button.

3

In the dropdown window, enter “Purchase hardware” in the Audit types field and select a date period.

4

Click the Apply changes button.

The Audit Log provides the following information:

  • Order request status,
  • PO number,
  • Reseller name,
  • Product name,
  • Number of products, and
  • Total price of products.

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