MTP Tutorial - Warranty Opportunities Report / TPP Leads (Distributors)

Introduction

This tutorial guides you through generating a Warranty Opportunities Report using the Trimble MTP system. The report focuses on identifying TPP leads (Third Party Providers) for warranties that are set to expire within a specific timeframe, enabling distributors to proactively engage with customers.

Step 1: Access the MTP System

• Open your web browser and navigate to the Trimble MTP login page.
• Enter your credentials (username and password) to log in.
• Ensure you have the necessary permissions to access the Warranty Opportunities Report feature.

Step 2: Navigate to the Reports Section

• From the main dashboard, locate the menu on the left side.
• Click on the "Reports" tab to expand the options available.
• Look for the "Warranty Opportunities" subsection within the Reports menu.

Step 3: Set the Date Range

• In the Warranty Opportunities Report section, find the date filter options.
• Select the start and end date for the period you want to analyze.
  • Tip: To capture upcoming expirations, consider setting the end date to a few months ahead.

Step 4: Generate the Report

• After setting the date range, click on the "Generate Report" button.
• Wait for the system to process your request; this may take a few moments.
• Once generated, the report will display all TPP leads whose warranties are nearing expiration.

Step 5: Review the Report

• Examine the report to identify key details such as:
  • Customer names
  • Warranty expiration dates
  • Related product information
• Note any patterns or opportunities for follow-up.

Step 6: Export the Report (Optional)

• If you need to share or save the report, look for an "Export" option.
• Choose your preferred format (e.g., CSV, PDF) and click the corresponding button to download the report.
• Tip: Use a CSV format for easy data manipulation in spreadsheet software.

Conclusion

By following these steps, you can efficiently create a Warranty Opportunities Report that highlights TPP leads with expiring warranties. This proactive approach allows you to reach out to customers ahead of time, enhancing customer service and potentially increasing sales. For future reports, remember to adjust the date range based on your business needs.