Step-by-Step Guide

This provides a step-by-step guide for upgrading product variants via the myWorkshop portal, including login, order creation, and payment options. Relevant screenshots are included in each section for clarity.

1. Customer Login

The upgrade process begins with the customer logging into their myWorkshop account

• Navigate to the myWorkShop Portal login page.

• Enter your Username and Password.

• Click Login.

Dealer Login Page

Customer Dashboard

2. Navigating to the Upgrade Section

After logging in:

• Click on the Orders tab in the top menu.

• In the left-hand navigation panel, select My Upgrade Orders.

This will open the Upgrade Dashboard, where you can initiate a new upgrade request.

Orders Tab Navigation

3. Creating a New Upgrade Order

On the My Upgrades page:

• Click New Order button

My Upgrades Order Tab

3.1 Basic Order Details

You will be presented with a form to enter the following details:

• Consignee Name (Auto-filled with the logged-in customers name and can not be edited)

• Order Date (Auto-filled to current date and can be edited if required)

• Ref. Order Number – Eg- ‘Order upgrade -1 ‘

• Remarks - Optional field for any comments the customer may wish to include

Create Upgrade Order

Click Upgrades to proceed to the Upgrades tab.

4. Adding Serials for Upgrade

4.1 Accessing the Add Serials Canvas

In the Upgrades tab:

• Click the Add Device To Upgrade button.

• A canvas will slide out from the right-hand side.

Serial Canvas Panel

4.2 Entering and Validating Serials

• Enter Serial in the Enter Device Serial Text Box

• Click OK.

Serial Validation

Validated Serials and Upgrade Options

• Once validated, available Product Variant Upgrade Options will be displayed for the Controller serial.
• Select the variant you would like to upgrade to from the drop-down list.

4.3 Reviewing Pricing

Based on the selected upgrade option, the system will display:

• Final Payable Price

Pricing

Click Save Changes to add the serial to the Upgrade Order Table.

Upgrade Tab with Added Serials

5. Selecting Payment Option

Within the Upgrade tab, choose your preferred payment method:

5.1 Stripe (Credit Card)

• Select the Stripe radio button.

• Appropriate fees will be added - In this case Stripe Surcharge fees of 2.9%

• Click Save and Checkout. This will prompt costumer for final confirmation before proceeding

• You will be redirected to the Stripe payment window.

• Complete payment using your Credit Card.

• Once the payment is successful, the serials will be upgraded to the selected product variant.

Stripe Payment Option Selected

Stripe Payment Window

5.2 Bank Transfer (Offline Payment)

• Select the Bank Transfer radio button.

•  Bank account details will be displayed.

• A Unique Reference Number (URN) will be generated for your transaction.

Bank Transfer Details with URN

Please use the URN when making your bank transfer.

After the offline payment is completed via bank:

• The MASSO team will verify the transaction.

• Once verified, the MASSO team will mark the payment as received and manually complete the order on your behalf.

• Upon completion, the serials will be upgraded to the selected product variants.

6. Order Completion & Status Tracking

You can track the status of your upgrade order:

• Navigate to the My Upgrades tab.

• View the current List of Orders (From here, you can see the status of each upgrade order (e.g. Proforma Invoice Sent, Processing, Completed).

Notes

• Ensure that serial numbers are accurate to avoid validation errors.

• Always keep a record of your URN and payment receipts.

• For payment-related issues, contact support at support@masso.com.au