Skip to main content
neuss
USER GUIDE

User Guide

Sell, deliver and bill in one platform — outreach, pipeline, contracts, finance boards, and help for every role.

search

Sign in to access the full docs hub with deep-dives, training lessons, and PDF exports.

01
rocket_launch

Getting Started

Welcome to DVM Nexuss. This guide helps you sell, deliver and bill from one workspace — outreach, pipeline, contracts, finance and connectivity when you need it.

After logging in, the dashboard shows recent activity plus the modules your role can use. Start from sales or a project — not a SIM import — unless connectivity is your first job.

Open the dashboard

  • check_circleSign in and review notifications, approvals and any items in Today’s Outreach queue.
  • check_circleUse the sidebar to reach Outreach, Opportunities, Contracts, Finance or Projects.

Create your first project or proposal

  • check_circleProjects organize delivery work, customers and later resources.
  • check_circleNavigate to Projects and click "Create Project", or open Business Plan to draft a proposal.
  • check_circleAdd people who should access the project from the Edit Project dialog.

Run a first outreach or approval

  • check_circleIf your tenant has Outreach, import a short list or open Today’s queue and review a scored lead.
  • check_circleNothing sends externally without Approval Center sign-off.
  • check_circleWon deals can become contracts, invoices and — when needed — connectivity work.
02
campaign

AI Sales Outreach

Import leads, score them on fit, timing and trigger signals, draft messages, and run cadences. Today’s Outreach queue and the flow designer keep follow-ups on schedule. Every external send is approval-gated.

03
view_kanban

Pipeline & Opportunities

Track deals from new to won on a visual pipeline. Convert qualified leads into opportunities linked to proposals and delivery projects.

04
account_balance

Finance Operations

Income, cost and cash-flow boards sit next to invoicing. Use segments and the management dashboard so leadership and operations share one set of numbers.

05
badge

HR & Leave

Request leave and HR items from self-service. Managers approve on the personnel board. Company documents live under HR.

06
sim_card

Connectivity

When a delivery job needs connectivity, the Connectivity menu groups SIM Cards (All SIMs, Activation, Activation Requests, Deactivation, Status Monitor, Assignment, Usage Types, Reports, Workflows), Projects, and Project Clients.

07
sim_card

SIM Management

SIM Management covers the connectivity lifecycle when SIMs are part of delivery — assignment, activation, deactivation and operator status. It is one Deliver capability, not the whole platform.

Activating SIM Cards

  • check_circleNavigate to SIM Management > Activate SIMs.
  • check_circleSelect SIM cards from your list or import via Excel.
  • check_circleChoose the activation method: automatic (via operator API) or manual (record only).
  • check_circleReview and confirm the activation request.
  • check_circleTrack activation status in the Activation History page.

Deactivating SIM Cards

  • check_circleGo to SIM Management > Deactivate SIMs.
  • check_circleSelect the SIM cards you want to deactivate.
  • check_circleChoose deactivation method and provide a reason.
  • check_circleConfirm the deactivation and track it in the Deactivation History.

Monitoring SIM Status

  • check_circleUse the SIM Status page to check real-time status from operators.
  • check_circleLifecycle status (In Stock, Active, Suspended, Deactivated) is separate from project/device assignment.
  • check_circleFilter All SIMs by assignment (assigned/unassigned) independently of lifecycle status.
  • check_circleView usage data, billing information, and line details.
  • check_circleSet up alerts for status changes or usage thresholds.

SIM Usage Types

  • check_circleUsage types help categorize SIMs by their purpose (e.g., Data Only, Voice & Data, M2M).
  • check_circleCreate custom usage types in SIM Management > Usage Types.
  • check_circleLink pricing schemas to usage types for automated billing.
08
devices

Device Management

Track and manage your IoT devices alongside SIM cards.

Adding Devices

  • check_circleGo to Operations > Devices > Stock.
  • check_circleClick "Add Device" and enter device details: IMEI, serial number, model, etc.
  • check_circleLink devices to SIM cards for complete tracking.
  • check_circleAssign devices to projects for better organization.

Device Configuration

  • check_circleComprehensive device management with full configuration capabilities.
  • check_circleEdit device details including Device Type and Manufacturer from platform data.
  • check_circleTrack device assignments and service history.
  • check_circleDevice Types and Manufacturers tabs: search, filter, grid/list view, pagination.
  • check_circleEdit Device Type: upload picture (jpg, png, webp, gif) and documentation (pdf, doc, docx).

Device Price List

  • check_circleModel-based pricing catalog with FOB, Landed Cost, MAP, Selling Price.
  • check_circleImport prices from Excel (preview, column mapping, model-based update).
  • check_circleExport to Excel. Filter by category and manufacturer.

Device Catalog

  • check_circleDevice Catalog stores model-level pricing for models without physical devices.
  • check_circleAdd or edit via Device Types (Settings > Device Configuration) or Excel import.
  • check_circleDevice types support pictures and documentation uploads.
09
inventory_2

Inventory Management

Real-time device and SIM stock tracking. Operations > Devices > Inventory.

Inventory Summary

  • check_circleView device counts (in stock, in use, configured, etc.) and SIM counts by status.
  • check_circleFilter by project for project-scoped inventory.
  • check_circleUse for quick stock checks before creating proposals or orders.
10
business_center

Business Plan

Packages, quotations, revenue forecast, profitability, and proposals. Uses Device Price List for pricing.

Package Configurator

  • check_circleBuild packages with device models from the Price List.

Proposals

  • check_circleCreate proposals from templates. Version history, Kanban board, public approval links.
  • check_circleProposal Predictor: AI-driven scoring. Discovery questions for qualification.
  • check_circleProposal Analytics: Track conversion and performance.

Profitability

  • check_circleAnalyze profitability. Device costs come from Device Price List. Import prices first for accurate results.

Proposal Predictor

  • check_circleAI-powered proposals. Select vertical, enter customer/location, answer discovery questions, get AI recommendations. Phases 6–8 include advanced scoring. Proposals can be sent for approval; acceptance triggers stock allocation and order creation.

KPI Targets & Dashboard

  • check_circleConfigure revenue, customer, margin, and MRR/ARR targets on Platform Settings → Strategy → Control Panel > KPI Targets tab.
  • check_circleTrack actuals vs targets on Sales > KPI Dashboard (/business-plan/kpi-dashboard). Actuals come from ACCEPTED proposals grouped by acceptedAt.
  • check_circleSee Help > Deep Dives > KPI targets and tracking and training lesson 15.
11
receipt_long

Billing & Invoicing

Automate invoicing and manage pricing schemas. Invoice Templates for reusable layouts. Bulk delete for draft/voided invoices. Procurement costs for margin analysis. Invoice statuses: Draft, Sent, Paid, Overdue, Voided, Cancelled. Currency follows your language/locale (e.g. TRY for Turkish, USD for EN-US).

Creating Invoices

  • check_circleNavigate to Billing > Invoices.
  • check_circleClick "Create Invoice" and select project/customer.
  • check_circleAdd line items and generate invoice PDF.

Invoice Templates

  • check_circleCreate reusable invoice templates with branding and layout.
  • check_circleAssign template when creating or editing an invoice.

Automated Billing

  • check_circleSet up automated invoice generation based on usage.
  • check_circleConfigure billing cycles and pricing schemas.
  • check_circleReview and send automated invoices.
12
sell

Pricing Packages

Create and manage pricing packages (e.g. Starter, Professional, Enterprise). Financial > Pricing > Pricing Packages.

Creating Packages

  • check_circleEnter name, description, price, billing cycle.
  • check_circleAttach contract file (PDF, DOC) for terms.
  • check_circleProvider prices: view and manage operator-level pricing.
13
approval

Approval Center & Proposals

Review and act on pending approval requests. Pending Approvals, My Requests, Approval History, Delegates, Approval Workflows. Proposals: create from templates, version history, Kanban board, public approval links (/proposals/approve/:token). Available to users with approval permissions.

14
analytics

Reports & Analytics

Generate usage, billing, and profitability reports.

Usage Reports

  • check_circleSelect report type and date range.
  • check_circleExport reports to Excel or PDF.
  • check_circleSchedule recurring reports.

Profitability Analysis

  • check_circleCost breakdown includes device procurement (from Device Price List). Import prices before running for accurate results.
15
integration_instructions

Integrations

Connect with external systems and APIs.

Operator Integrations

  • check_circleConfigure operator API credentials.
  • check_circleTest connections and monitor sync status.
  • check_circleEnable automated data fetching.
  • check_circleOperator Data Sync: Line details, usage, billing. Configure scheduler (Extended Usage: days to sync, end offset).

Third-Party Integrations

  • check_circleConnect to project management tools (Monday.com, ClickUp).
  • check_circleSync boards and lists with platform data.
  • check_circleSet up webhooks for real-time updates.
16
support_agent

Support & Tickets

Get help and manage support tickets.

Creating Support Tickets

  • check_circleUse the "Create Ticket" button in the Support section.
  • check_circleProvide detailed descriptions and attach files.
  • check_circleTrack ticket status and updates.
17
smart_toy

AI System

AI Agents, Nexuss Bot, AI Settings, AI Analytics, AI Pricing, AI Insight Inbox, and Phase 5 advisors. Platform Settings > AI Settings and Dashboard > AI Agents.

AI Insight Inbox

  • check_circleRoute: /ai-insights. Aggregates AI alerts, incidents, recommendations, and forecasts from advisors such as SIM Lifecycle Advisor and Sync Incident Assistant.
  • check_circleLifecycle: open, acknowledged, resolved, dismissed. Header badge shows open count for users with AI read permissions.
  • check_circleTriage actions require ai:execute.

AI Agents

  • check_circlePre-configured and custom agents with tools (e.g. Order Specialist, Support Assistant).
  • check_circleAgent chat: ask questions; agent can call tools (check inventory, get shipping) executed locally.
  • check_circleAgent Management (admin): create, edit, delete custom agents. Configure provider, tools, parameters.

Nexuss Bot

  • check_circleFloating sidebar on authenticated pages. Context-aware assistant for any page.
  • check_circleEnable/disable via AI Settings > feature flags.

AI Settings

  • check_circleConfigure API keys for OpenAI, Azure, Anthropic, Gemini, Grok, Z.AI.
  • check_circleEnable/disable features (Security Audit, Import Compliance, Nexuss Bot, Proposal Predictor, SIM Lifecycle Advisor, Sync Incident Assistant, Proposal Optimizer, Documentation Assistant).
  • check_circleFeature token budgets: set daily/monthly caps per AI feature; enforce or warn on quota exceed.
  • check_circlePII redaction profiles (minimal, operator, crm, billing) applied to prompts before LLM calls.
  • check_circleAI Pricing: token rates per provider.

Documentation Assistant

  • check_circleRAG-powered Q&A on Help doc pages. Ask natural-language questions; answers cite deep dives and training lessons.
  • check_circleRequires Documentation Assistant feature flag and pgvector index on the server.
18
precision_manufacturing

Operations

Orders, bulk imports, and device returns. Access from Operations in the sidebar.

Orders

  • check_circleView all orders. Edit and delete orders (where permitted). Statuses: Draft, Submitted, In Progress, Shipped, Delivered, Cancelled.
  • check_circleOperations > Orders > All Orders or Fulfillment. Track fulfillment steps (pick, pack, ship).

Bulk Imports

  • check_circleImport SIMs, devices, or other data in bulk. Map columns, validate, and run import.

Device Returns

  • check_circleProcess device returns. Operations > Devices > Returns.
19
settings

Settings

Configure your account and system preferences.

Profile Settings

  • check_circleUpdate your personal information and password.
  • check_circleConfigure two-factor authentication.
  • check_circleDisplay Preferences: Dark Mode, Compact View, Show Tips.
  • check_circleLanguage & Currency: Currency follows language (EN-US→USD, TR→TRY, etc.).

Theme & Appearance

  • check_circleLight/Dark theme. Customize colors. Four logo slots: Dark/Light × Expanded/Collapsed. Email logo. Font family. Logos are theme-aware.

Notification Preferences

  • check_circleSet email and push notification preferences.
  • check_circleConfigure alert rules and recipients.
  • check_circleManage notification templates.

Role Management

  • check_circleRoles: SUPER_ADMIN, ORG_ADMIN, ORG_VIEWER. Permissions control feature access (sim:sync, audit:read, extraction:execute, etc.). Admin > Roles to assign permissions.
20
integration_instructions

API Integration

Integrate DVM Nexuss Unified Management Platform with your systems using our comprehensive REST API.

Getting API Keys

  • check_circleContact your administrator to request an API key.
  • check_circleAPI keys are scoped to your organization and have specific permissions.
  • check_circleKeep your API keys secure and never share them publicly.

Making API Calls

  • check_circleAll API calls require authentication using Bearer tokens.
  • check_circleInclude the Authorization header: Authorization: Bearer <your-token>.
  • check_circleUse the base URL: https://nexus.wearedvm.com/api/v1
  • check_circleRefer to the API Reference for detailed endpoint documentation.

Rate Limits

  • check_circleAPI calls are rate-limited to ensure fair usage.
  • check_circleCheck rate limit headers in API responses.
  • check_circleImplement exponential backoff for retries.

Need More Help?

For additional assistance, check out these resources:

API ReferenceFull documentation (sign in)About DVM Nexuss Unified Management Platform
arrow_backBack to Home