Asset Recovery Services

Securely and responsibly retire legacy IT equipment to unlock value for future innovation.

Welcome to **Asset Recovery Services**. Today we will cover: - A detailed overview of your dashboard - Managing orders, service credits, schedules, reports and payments - Introduce you to our new Environmental Impact Report feature

Let's navigate to the "Retire your assets" tab in the left rail and click on "Asset Recovery Services".

This is the entry page for Asset Recovery Services. You have the option to manage your services or manage your users. "Access Admin Tools" allows you to set permissions for company technicians and you can edit these preferences at any time. Let's proceed to "Manage services" for this demo.

**If you are a partner** managing Asset Recovery Services on behalf of your customer, you would see an option to "Select Account" above "Manage Services". If you do not see the company you want to work with in the drop down, you will need to add them via "Manage Your Customers". The "Manage your Customers" tile allows you to add customers, assign orders and manage permissions. You have flexible options for your end-user permission levels: - **No access**: you manage on your customer's behalf - **Basic**: you co-manage with your customer, but they do not have access to view financials - **Partial access**: you co-manage with your customer and you both have access to view financials - **Full access**: your customer manages entirely on their own, including managing funds. In the US, your customer has access to use recoverable value back at Dell.

Once you click "Manage services" your **Overview** dashboard appears. You can visualize the status of your service credits, appointments, funds and any account updates from this singular location and drill into the details as you need. Feel free to explore the page and then we can proceed to "Orders".

From the "Orders" page, you can visualize your open orders, filter by dates and request additional service credits. Let's click "Get Service Credits".

This is your form to request service credits for future orders. Services include resale/recycle, onsite data sanitization, lease return and onsite hard-drive shred. Simply fill out the requested details and submit. A sales representative will then reach out to complete your order. For this demo, **no need to fill out the prompts**, simply click "Go Back".

Our next step is to select "service credits" from the left navigation.

The Service Credits tab in the left navigation allows you to visualize the service credits you've purchased, assigned, scheduled and more. The credit/debit tab displays your transactional information for your existing service credits.

Reminder: To request new service credits, you will need to go to the "orders" tab, as we previously covered.

Click "Appointments" from the left navigation. The Appointments tab allows you to view and manage the service appointments you've scheduled, saved as draft or are pending review.

To view or edit an appointment, simply select the service number to see additional details. The is your service appointment detail page where you can view the details of your appointment, cancel it or defer to a later date. Please note that same day cancelations have a cost and labels cannot be canceled once they are created. Feel free to explore the scheduled appointments, draft and pending review tabs.

Let's "Schedule an appointment".

To schedule an appointment, select your service and device quantity and follow the prompts to schedule the appropriate appointment. We do our best to meet your pick-up window. You can always edit your appointments in the next frame.

Next, let's look at the "reports" tab where you can view and download full reports based on the services you have used.

Reports include: Disposition reports, Confirmation of Disposal reports, Lease Return reports and Onsite Data Sanitization reports The "more reporting options" tab allows you to personalize your report view and generate reports by date range, service tag and more. Let's take a look at a few examples below:

The Disposition report includes service and contact information as well as manufacturer, model details, weight, value, data security, disposition and more.

The Confirmation of Disposal report provides information on the certificate of data sanitization, disposition and disposal of equipment processed by Dell.

The "Payments" tab allows you to view your available funds from the resale of your assets. You can drill into the specifics of the payments, request an electronic funds transfer or apply your funds toward an open invoice. Once a payment request has been submitted, the action cannot be reversed.

Please note that the applying funds to an open invoice feature is only available in the US at this time. You must be an authorized user to request an electronic fund transfer. These permissions can be altered at any time in your permissions dashboard by the IT admin.

If you select to "apply my funds to an open invoice", you will be prompted that this action cannot be reversed. Click "apply funds" to continue.

To apply funds you will need to insert the invoice number and the amount of your available funds you would like to apply to the invoice. You can view your transaction details at any time from your payments tab.

Coming soon to this experience in TechDirect is our **Environmental Impact** tab. This new feature will provide the facts on your emissions, energy and landfill avoidances for assets retired, helping you measure your efforts against your sustainability goals. You will be able to personalize your Environmental Impact report view by location and date range. Once you've selected your filters and clicked "generate report summary" you will see an on-screen preview of the data per your filters. This includes calculated savings and the recovered assets summary. Here's a sneak peak:

Once you've selected your filters and clicked "generate report summary" you will see an on-screen preview of the data per your filters. You will have the option to download the full report to share internally as needed. The Environmental Impact Report will remain archived under "report history" under your environmental impact tab for future reference as well.

Let's move on to "Asset Appraisal" in the left navigation. The Asset Appraisal tab allows you to get an estimate on the current value for products you are wanting to retire and manage existing or archived appraisals. Let's walk through getting an appraisal. Select "Yes, let's go".

When you begin a new appraisal estimate, you will need to acknowledge these terms to begin.

To estimate the value of your assets, fill in the appropriate details by uploading a list of assets, entering serial tags or manually providing your product details and we will estimate their value and provide you with a summary of your appraisal that you can download. For assets across multiple locations, we suggest you organize your asset appraisals by location - requesting one for each location. This makes it easier to attach your appraisal to your service order for each pick-up location.

Once you have provided the details for your assets, you can view their estimated values. As you will recall, you can search your appraisals from the main Asset Appraisal tab in the left navigation. If you are ready to schedule your appointment click the "Yes, lets go" button to attach your appraisal details and schedule your appointment.

Congratulations! You have completed our Asset Recovery Services demo experience! In this experience, we showcased how to navigate Asset Recovery Services in TechDirect for the best experience, whether you are a direct or channel account. We covered: - How to securely and responsibly retire legacy IT equipment - How to view and download reports, including the Environmental Impact Report - How to appraise, manage and fund future innovation