Stax Bill's integration with Geotab now fully supports automated subscription creation and handling for devices in Geotab MyAdmin that are Third Party Devices or External Vendor Devices. This is achieved by allowing Standing Orders to be created that map to the Device Plans or Price Plans that these devices use in MyAdmin. Without configuration, only Device Plans that are native to Geotab will be available for configuration of a Standing Order.
In order to allow a Standing Order to use these non-native Device Plans, you must add them to the Geotab configuration in Stax Bill:
- Go to Settings > Integrations > Geotab, then find the Geotab Device Plans table, found at the bottom left.
- If this table is not currently populated, tap the refresh button at the top left.
- Once this list is populated, you will see all the native Device plans, indicated by a lock icon
- To add a new Device Plan, you must know it's exact name.
- The easiest way to find this value is to look at a Customer in Stax Bill that is linked to Geotab. Tap the green Linked button under the Geotab heading, then tap the View Devices button. This will pull a complete list of all this customers devices from MyAdmin, along with a number of details about each.
- Look through the Device Plan column for any value that is not in the Device Plans table in the Geotab configuration. Once you find one, copy that value, go back to the Device Plans table, tap the Add Custom Device button, then paste the value into the Name field.
- Once this new Device Plan is saved, it will be available for use on any Standing Order, on any Customer.