← PLMP User Manuals

PLMP Video Walkthroughs

Screen-recorded walkthroughs of the live demo/UAT environment, narrated. Each covers one workspace or app end to end.

Employee Web — Sales & Operations

01. Sales — Price Lists

Creating price lists, setting per-SKU prices, and the price list detail view.

02. Operations

Customers, products, assets, and orders — the day-to-day Operations workspace.

10. Sales — Quotes & Site Surveys

Quote creation with full line-item pricing (unit price, GST, totals), site survey scheduling, and the quote acceptance flow.

Employee Web — Inventory, Dispatch & Service

03. Inventory

Stock balances, reservations, warehouse transfers, stock counts, and stock conditions.

04. Field Service Reports

Operational reporting — generating and reviewing a Time to Final Resolution report run.

05. Dispatch

Service ticket dispatch, technician assignment, SLA evaluation, restoration/resolution, and installation job commissioning.

06. Procurement

Creating purchase orders, receiving goods, and the purchase order detail view.

07. Spares & Returns

Spare-to-product compatibility, reservations and issues against a service ticket, core returns, repair orders, and customer return requests.

Employee Web — Finance

08. Finance — Part 1

Chart of accounts, vouchers, trial balance, receivables, payables, MIS dashboards, and period close.

09. Finance — Part 2

Tally integration, accounting dimensions, intercompany, inventory accounting, tax & GST reconciliation, banking, and fixed assets.

Customer Portal

11. Customer Portal — Individual

The individual customer's home, product catalog, my products, service requests, quotes, invoices, and account statement.

12. Customer Portal — Corporate

Organisation asset fleet, sites, users & roles, shopping, payments, and approvals for a corporate account.

Technician App

13. Technician App

Ticket lookup, asset lookup, visits, resolutions, restorations, spare parts, and offline-capable sync.