Account
Horizon staff
Management
Internal tools. Dealers never see this area.
Sales pipelineEvery deal from Zoho CRM by stage, owner and source, linked to the dealer it belongs to. Read-only mirror; deals are still entered in Zoho.Pipeline › Build boardDaniel's factory plan by month: second factory (back shed) and main factory, with the rule of what can be built where.Build board › Production & qualityMARK factory build assessments (first-time pass, rework by stage) and the production board, imported from the Operations Portal. Not the dealer PDI.Production › Aftersales stock planRecommended holding per part: UK main inventory, EU urgent lines, reorder points, forecast, lead times, what to buy now, Gen 1 / Gen 2 minimums.Open the stock plan › Dealers, targets & promotionsLevels and 2027 targets per dealer, year-to-date parts and machines against target, promotions shown on dealer home pages.Dealers › Dealer network viewThe performance page for any dealer: scorecard, discount ladder, revenue, fleet, discs. View the portal as a dealer from here.Network dashboard › Support ticketsEvery dealer ticket including the legacy history, with attachments, machine and claim panes, reply and close.Tickets › Warranty claimsClaims from the portal, the previous systems; approve, refuse, parts order or credit; RMA.Claims › Machine registerEvery serial with its dealer, customer, registration, PDI and passport. QR labels for the build line.Machines › Users & accessMasters, Horizon staff and dealer logins; setup links, authenticator, disable, view as a dealer.Users › Parts book balloonsPlace or move clickable balloons on drawings that still have none.Balloon tool › 3D modelsInteractive models from PDM STEP files with sellable-part review.3D viewer ›
Who sees what
Switch any information block on or off for dealers and for Horizon staff. Masters only; takes effect on the next page load.
BlockAreaDealersHorizon staff
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Warranty rules

Horizon Agricultural Machinery Ltd · internal