Skip to content

User Guide: ERM / Assets Onboarding

Entity Relationship Management & Asset Registration

Overview

The ERM (Entity Relationship Management) platform is the central system used to register, manage, and track Omnivoltaic assets throughout their lifecycle — from initial sale to end-of-plan or repossession.

This guide covers how to onboard a new asset into the ERM system, assign it to a customer, and set up the PAYG configuration required for activation.

Before You Begin

Make sure you have the following ready before starting the onboarding process:

Requirement Details
ERM access Active account with onboarding permissions
Product serial number Found on the product label or packaging
PAYG ID Displayed on the product keypad using 21#
Customer details Name, contact number, and location
Payment plan Agreed plan duration and amount

Onboarding Steps

Step 1 — Register the Asset

  1. Log in to the ERM platform.
  2. Navigate to Assets > Register New Asset.
  3. Enter the product serial number and confirm the product model auto-populates correctly.
  4. Enter the PAYG ID as displayed on the product.

Verifying the PAYG ID

On the product keypad, enter 21# (or 21 then press OK) to display the PAYG ID. Ensure it matches exactly what you enter in ERM.

Step 2 — Assign to a Customer

  1. Search for an existing customer or create a new customer record.
  2. Link the registered asset to the customer account.
  3. Fill in the customer's:
    • Full name
    • Primary contact number
    • Physical location / installation address

Step 3 — Configure the Payment Plan

  1. Select the applicable payment plan for the customer.
  2. Set the plan start date and duration.
  3. Confirm the agreed payment schedule (daily / weekly / monthly).

Plan and PAYG codes

Once the plan is saved, the ERM system uses the asset's PAYG ID to generate PAYG codes according to the payment schedule. These codes are what the customer enters into the product to keep it active.

Step 4 — Generate the First PAYG Code

  1. Go to the asset record and open PAYG Code History.
  2. Generate the first Days Code for the customer's initial payment.
  3. Deliver the code to the customer and confirm they have entered it successfully.

Code entry order

Always provide codes to the customer in the order they were generated. Skipping codes will cause an E04 error on the product.

Step 5 — Confirm Activation

After the customer enters the first code:

  • Confirm the product is active and the credit days are displayed correctly.
  • Record the activation in ERM under the asset's status log.
  • The asset status should update to Active.

Asset Status Reference

Status Meaning
Pending Asset registered but no PAYG code entered yet
Active Asset has valid credit days remaining
Expired Credit days have run out; awaiting top-up
Unlocked Free Code entered; product permanently unlocked
Repossessed Reset Code used; asset returned for reassignment