Decide what the buyer receives
Before selling, prepare a clear customer experience:- Where the customer downloads your app or opens your portal.
- How they sign in and add a purchased device.
- Which device controls and readings they can use.
- How they connect and set up the physical device using your firmware’s instructions.
- Where they request help, a return, or a change of owner.
Use the unit QR code in your app
You can build a scanning step into your app to identify a purchased unit. A typical customer journey is:- The customer signs in to your app.
- They scan the QR label attached to the unit or enter its printed code.
- Your system identifies the unit and checks whether this customer is allowed to add it.
- Your app shows the device and its supported controls or readings.
Keep customer access tied to the correct unit
Your system needs to know which customer is allowed to use which device. Keep that relationship aligned with the ownership record you maintain in Fleet Batches. If a customer purchases multiple devices, let your app distinguish each one clearly. An order number can help your support team connect several unit records to one order, but it does not grant access by itself.Keep your firmngin integration credentials on your own server. Customers should receive access through your app, rather than your dashboard login or integration credentials.
Manage returns, replacements, and transfers
A change in the Fleet Batches ownership record does not automatically change the customer’s permissions in your app. Update both as part of your support process.
Use your sales and support process to verify a return or transfer request. The person requesting a change should not gain access simply because they know a device’s name or have a photo of its label.
See Sell and deliver devices for the dashboard steps and what each action changes.