The Mobile App is designed to eliminate friction points that regularly occur between the "initiator" and the "provider" in a traditional service request workflow and between the "customer" and the "vendor" during a conventional "PO-to-fulfillment" workflow. To enable this, there are two app versions - the "GREEN" version (used by the dealership) and the "BLUE" version (used by its customers). This architecture facilitates near-instantaneous bi-directional communications between customer and dealer using the in-app chat, notifications, and ordering features.

Yes. The web UI allows complete customer management, setup, and ongoing administration of features.

Yes. Once customer accounts are established in the 2CLIXZ subscriber's hierarchy, each customer is provided with login credentials to access the web UI. From their UI, they can manage their tickets, service providers, issue types & supplier groups, assets, and their users and user groups for tasks such as budgeting.

There are two ways users can be added:

1. Individually, an administrator registers the user, and the system auto-sends an invitation via email for the user to set a password and log in. The invite also includes a link to access and download the App.

2. Bulk upload from a spreadsheet template - in which case the users are not auto-notified by email.

The email address provided at registration (or via bulk upload) must be unique. Once a unique email is registered in the 2CLIXZ system, it will either be an "unassociated" registration (resulting from the scan of a "Public" QR), or an "associated" registration resulting from an invite or a bulk load. All "associated" registrations are linked to a company. A single email record cannot be associated with more than one company.

Service Providers: If the Service Provider is a 2CLIXZ customer, ticketing is instantaneous via the 2CLIXZ app. If the service provider is not a 2CLIXZ customer, then ticketing is communicated via email.

Smaller businesses cannot effectively compete with prominent online e-commerce properties like Amazon for web traffic. This has become a battle that 100% of local companies will lose. 2CLIXZ is designed to make the web traffic element of e-commerce less relevant by migrating the "order point" away from a conventional e-commerce portal over to the scan of a QR label.

Because more than 80% of the US population owns a smartphone, 96% of internet access occurs via a mobile device, and more than 50% of internet traffic at a single point in time is taking place on a mobile device.

Yes. Business owners prefer to avoid their employees having to surf their vendor's e-commerce portals, searching for the products they need. This constitutes a waste of time and a loss of efficiency that results in a quantifiable loss in opportunity cost terms.

By placing QR (Quick Response) labels on assets such as Supply Cabinets, Printers & Copiers, Laptops, Workstations, HVAC equipment, etc., employees can scan the QR from a smartphone to restock supply cabinets, reorder consumables or report an asset-related service issue.

The QR code empowers a dealership to manage supply cabinets by providing vendor-managed inventory (VMI) services. Taking an inventory of the cabinet SKUs and mapping them to the dealer's catalog means SKUs and prices are always known to the customer and dealer. A regularly scheduled physical stock count automatically calculates the restocking requirements according to pre-set MIN/MAX inventory levels. This workflow eliminates the potential for mistakes while simultaneously de-tethering the restocker from the desktop browser. In so doing, the Purchase Order cycle time can be reduced by up to 80%.

The 2CLIXZ APP supports budget control by assigning users to groups with an associated spending budget. If the spending budget is exceeded, the designated spend "approver" must approve the order before processing. Leveraging this system means fully dispersed spending (accommodating multiple offices, remote offices, etc.) is supported while purchasing maintains centralized control.

Please click this link to model the potential financial benefits at the customer level.

Yes. Assigning QR labels to individual assets means customers can track those assets and associate them with service providers, warranties, extended service warranties, and consumable vendors. This eliminates the customer friction points typically occurring when service or supplies related to an asset are needed.

The Digitol platform's modular components allow each element to be subscribed individually. However, to take full advantage of the platform's capabilities and provide the most significant customer benefits, it is recommended that both 2CLIXZ and the e-commerce store be subscribed. This allows assets to be tagged with QR labels and associated consumables to be mapped to the master product catalog and seamlessly ordered directly from the mobile device.

The Full FQ module is required for a dealer intending to manage a customer hierarchy. In addition, Full FQ permits other 2CLIXZ features to be deployed. Some (such as budgets) are included in the standard FFQ fee, and others, such as the 2CLIXZ Shop, Contracts, and JIT-R, are enabled once FFQ is subscribed but require payment of additional fees to access.

The 2CLIXZ shop provides an access point from a mobile device to a store automatically populated with selected products from the "client-specific" Digitol database. Alternatively, it can be populated with products loaded via a spreadsheet template. When populated via the client's Digitol store, "customer-contracted" products are mapped into the mobile shop by default. This means the mobile store is populated only with products known to be required by the customer. The main store is accessible when additional products outside the contracted items are needed. Extra products can be easily added to the app shop.

It is simple to connect the Digitol store to the 2CLIXZ shop. This is accomplished on a customer-to-customer (one-to-one) basis.

Copying the email associated with the customer record in Digitol and placing that email record in the Client ID in 2CLIXZ is all that is required.

Settings in the Digitol store control which products appear in the 2CLIXZ shop and determine how each customer sees their contracted prices for those products. This means customers using the 2CLIXZ App each have a custom view of products and prices relevant to them.

Yes, there can be. The first 500 monthly transactions are included in the standard rate subscription fee. Transactions in any calendar month that exceed 500 incur a surcharge currently (2024) charged at the rate of $0.30 per transaction.

QR labels are available in units of 500 per roll. Once purchased, they are also electronically added to the client inventory and are accessed and managed from the 2CLIXZ web UI. QR's can be assigned to customers and linked to assets from the admin portal. At that stage, it is also determined what style of QR (Smart, Lazy, Room, or Cabinet) will be adopted for its lifetime, along with the access level (Private, Public, or Anonymous).

Purchased QR labels are available in digital format. These can then be printed in-house according to your requirements. We will provide a label stock printing specification that accounts for the maximum durability of the QR image in a range of lighting conditions.

At this time, this feature is not supported.

Private QRs can only be accessed by authorized users. This is an important feature designed to establish control over who can access the App Shop or create service & repair tickets following a QR scan. Establishing this control means "curious" visitors who scan a QR while on-premise are not provided access to the associated asset, which could otherwise result in an unauthorized action.

Public QRs are helpful when an unregistered user can scan assets to create a service/repair ticket. The unregistered user may be an employee or a visitor. After scanning the QR, the user must complete a simple web form that includes the entry of their name and email address. This registration process results in a ticket associated with the creator and the asset from which the scan was initiated, for which follow-up actions in the 2CLIXZ platform can be managed. The ticket is closed when resolved but remains visible in the asset ticket history.

Anonymous QRs are helpful in environments where potential QR scanners are not motivated to install the 2CLIXZ App on their device. For example, towel or soap dispensers may be distributed throughout a manufacturing facility. A worker can scan these QRs to report an empty or broken unit by submitting a web form that opens when the "anonymous" QR is scanned. This must be accomplished without an App install because, in most cases, it is unrealistic to expect shop floor workers to be prepared to install an app on their devices before a problem of this nature can be reported.

Smart QRs are designed for assets that may have a repair ticket requirement and are associated with a set of custom service "reason" requests such as "line on the page," "network connectivity," etc. These asset QRs can be linked with external service providers and also associated with pre-mapped consumables (such as ink or toner cartridges) that can be ordered directly from the 2CLIXZ store.

Lazy QRs are best suited for assets like furniture (chairs, desks, etc.). A "lazy" asset QR cannot be linked to an "Issue Type" or "Supplier Group" in 2CLIXZ. Still, the assets can be linked (for example) to a supplier and associated with (for example) a manufacturer warranty. When the QR is scanned, an email notification is generated and sent to the supplier linked to the QR. No ticket or follow-up is created in 2CLIXZ. Examples of the potential for Lazy Asset QRs are educational and medical environments where many assets may be assigned to designated rooms with high activity levels and room traffic. Effectively, an inventory of all the assets can be established in 2CLIXZ and then assigned to a single room QR. Periodically, an administrator may check the room asset inventory and find certain assets in certain rooms they were not initially assigned to. On discovery, these assets can be physically relocated back to their intended location or electronically "reassigned" in 2CLIXZ to the new location they have been moved to. In this environment, asset "owners" are empowered to keep track of their assets.

Supply Cabinet QRs are designed to be attached to cabinets or closets designated for breakroom, janitorial, office supplies, or ink and toner supplies. Each SKU within the supply cabinet is mapped and priced according to individual customer agreements. The cabinets can quickly be restocked with a single scan of the QR followed by a physical stock count of each item associated with that QR. The restocking order is automatically calculated according to preset MIN/MAX inventory stocking levels.

Once assets have been imported and linked to QR codes, they can be assigned to Rooms. When a Room QR is scanned, all the assets inside that room can be viewed.

Room QRs are, therefore, designed to track assets assigned to specific locations. For example, there may be a room with 20 "smart" assets, 50 "lazy" assets, and two "supply cabinets." This "inventory" of assets can be managed with a combination of the "smart," "lazy," and "cabinet" QR labels by associating all of the assets in that room with a single QR label code.

This feature tracks assets that may be temporarily removed and not automatically returned. It can also track company assets used by employees working in remote locations.

Yes. Besides asset location management, after scanning a Room QR code, Facility Management tickets for that room (electrical, plumbing, etc.) can be created.

No. Once a QR has been designated as a specific type (for example, a "SMART" QR), it cannot be changed. If, for some reason, the QR type needs to be changed, a new QR with the required type should be linked to the asset, and the old QR should be retired.

When a device is retired, the QR code associated with that device is also retired. On notification of a retired QR, the system will remove that QR license cost from the current billing inventory.

The Data Capture Agent (DCA) is a software APP (certified to satisfy stringent security standards such as HIPPA) that must be installed on the customer network. Once installed, the software automatically detects networked printer and copier assets. The assets are electronically identified by serial number, model name, and the consumable cartridge styles required for each device. Over time (a minimum of 30 days), the usage of each device is captured along with the ink and toner levels. Proprietary algorithms calculate the expected days until the ink or toner is depleted, determining the required replenishment date.

Enabling the flow of data captured by the EKM monitors into the 2CLIXZ Mobile App is a simple process.

Step 1 - Log into the EKM Insights Portal.

Step 2 - Navigate to "customers" in left-margin menu

Step 3 - Click through to the customer you wish to integrate with the 2CLIXZ Mobile App

Step 4 - Identify the number at the URL's end - example below = "2".

Now login to the 2CLIXZ Web UI: https://us-dashboard.2clixz.com/

Navigate to "Customers" in the left-margin menu and click anywhere in the "Box 2" section. Do not click "Manage Customer."

After clicking in this space, the following screen will appear:

Step 1 - Enter the designated customer ID (in this case "2").

Step 2 - Enable "Auto Import Devices."

Step 3 - If you are a JIT-R subscriber and offer JIT-R services to this customer, then enable JIT-R.

The JIT-R (Just-in-Time Replacement) module is a powerful option that can be enabled once the Data Capture Agent (DCA) has been deployed to capture printer/copier data.

The JIT-R program is linked to the ink and toner supplies cabinet and is designed to help customers ensure cartridges are depleted to zero before being replaced. The 2CLIXZ App supports a system for managing the on-premise inventory of ink and toner associated with the client's printer and copier assets. The system also supports inventory management of empty cartridges removed from printers and copiers and provides a closed-loop, environmentally responsible recycling system. The software also allows for calculating "forward-looking" requirements (for example, the next 30 days) and making a single bulk shipment instead of multiple shipments, as with conventional Managed Print Service logistics.

There are three components associated with 2CLIXZ pricing:

1. One-time setup fees

2. Recurring monthly module fees

3. Variable license fees (i.e., QR licenses and DCA licenses)

You can start to configure a subscription by clicking this link. 

Over time, the more successful you are with the program, the more you pay for QR and DCA licenses according to the volume deployed. However, the more successful you are in deploying licenses and monetizing the associated assets, the higher your return on investment (ROI).

Please click this link to model a scenario based on your base-level business and create your 4-year forward projection.

A dashboard example is shown below.

Yes. Vendors such as Essendant and SP Richards may provide multiple account numbers to a single client. These cost files are associated with different customers according to contracts and verticals.

It depends on how frequently the vendor updates their information. The default is daily. 

Prices are set daily according to the parameters you establish, including MSRP, cost, market prices, and MAP. Multiple price list tiers can be established and then assigned to individual customers according to the "role" each is assigned to.

Price lists update as frequently as the vendor updates their information. If vendor information changes daily and that information is reflected in their daily updates, then pricing will recalculate according to the new information.

Contract prices have priority over daily price list updates and are not overwritten.

Yes

Yes. Dealer inventory in one or more locations is supported and is considered in parallel to vendor inventory.

No, there is no limit.

There are no restrictions on the number of vendors supported. However, at this time we do not support print or promotional products where customers may wish to customize an item online.

Yes

Yes, all orders are configured for routing based on the routing rules assigned to individual customers.

Vendor selection is determined using technology and combines availability with contracts alongside each vendor's contract rules. Dealers may override the vendor selection if they elect to do so.

No, not unless you make changes to the provided Search Engine Optimization data.

The system allows for the blending of the wholesaler's catalogs. If you have vendor accounts with Essendant & SP Richards then all the products from both vendors will be loaded into the platform. Of course, there will be many duplicate products and the technology will identify the optimum vendor based on cost and availability. You may set the system to purchase from your first-call vendor even when the cost is higher.

No, the Digitol platform is fully integrated with all QuickBooks versions (desktop & cloud).

Yes. However, some vendors offer date-sensitive promotions which we can identify and segregate electronically. This provides dealers with the capability to leverage business intelligence and present "hot" deals to customers on a timely and efficient (low labor) basis.

The platform is integrated with TaxCloud and all state, city, and other local taxes are calculated in the cart. Tax-exempt customers are excluded from sales tax calculations based on their tax status settings.

The platform is integrated with Authorize.net as the credit card payment gateway. Credit card payments can also be processed through PayPal. Each dealer establishes their account with Authorize.net and/or PayPal and receives transacted funds directly from the payment processor.

First, we execute an MNDA and then you provide your data. This can include up to 2 years of sales by item by the customer. We will also require customer-specific data such as payment terms, delivery routing codes, delivery addresses, price lists, contracts, etc. We will also require your vendor price lists to populate the store. We will load your data into our platform and you will verify it for accuracy.

It depends on how frequently the vendor updates their information. The default is daily. 

Prices are set daily according to the parameters you establish, including MSRP, cost, market prices, and MAP. Multiple price list tiers can be established and then assigned to individual customers according to the "role" each is assigned to.

Price lists update as frequently as the vendor updates their information. If vendor information changes daily and that information is reflected in their daily updates, then pricing will recalculate according to the new information.

No, there is no limit.

No, not unless you make changes to the provided Search Engine Optimization data.

The platform is integrated with TaxCloud and all state, city, and other local taxes are calculated in the cart. Tax-exempt customers are excluded from sales tax calculations based on their tax status settings.

The platform is integrated with Authorize.net as the credit card payment gateway. Credit card payments can also be processed through PayPal. Each dealer establishes their account with Authorize.net and/or PayPal and receives transacted funds directly from the payment processor.

Yes. Vendors such as Essendant and SP Richards may provide multiple account numbers to a single client. These cost files are associated with different customers according to contracts and verticals.

It depends on how frequently the vendor updates their information. The default is daily. 

Price lists update as frequently as the vendor updates their information. If vendor information changes daily and that information is reflected in their daily updates, then pricing will recalculate according to the new information.

Contract prices have priority over daily price list updates and are not overwritten.

Yes

No, there is no limit.

Yes

Yes, all orders are configured for routing based on the routing rules assigned to individual customers.

Vendor selection is determined using technology and combines availability with contracts alongside each vendor's contract rules. Dealers may override the vendor selection if they elect to do so.

No, not unless you make changes to the provided Search Engine Optimization data.

The system allows for the blending of the wholesaler's catalogs. If you have vendor accounts with Essendant & SP Richards then all the products from both vendors will be loaded into the platform. Of course, there will be many duplicate products and the technology will identify the optimum vendor based on cost and availability. You may set the system to purchase from your first-call vendor even when the cost is higher.

No, the Digitol platform is fully integrated with all QuickBooks versions (desktop & cloud).

Yes. However, some vendors offer date-sensitive promotions which we can identify and segregate electronically. This provides dealers with the capability to leverage business intelligence and present "hot" deals to customers on a timely and efficient (low labor) basis.

The platform is integrated with TaxCloud and all state, city, and other local taxes are calculated in the cart. Tax-exempt customers are excluded from sales tax calculations based on their tax status settings.

The platform is integrated with Authorize.net as the credit card payment gateway. Credit card payments can also be processed through PayPal. Each dealer establishes their account with Authorize.net and/or PayPal and receives transacted funds directly from the payment processor.

First, we execute an MNDA and then you provide your data. This can include up to 2 years of sales by item by the customer. We will also require customer-specific data such as payment terms, delivery routing codes, delivery addresses, price lists, contracts, etc. We will also require your vendor price lists to populate the store. We will load your data into our platform and you will verify it for accuracy.