2CLIXZ Platform Structure and Features Overview

Section 1: What is 2CLIXZ?

2CLIXZ is a purpose-built, dual-interface mobile and web platform developed to streamline how Dealers and their end customers manage print fleets, consumables, service needs, and product purchasing. It is part of the broader Digitol ecosystem, seamlessly integrated to eliminate manual effort, reduce inefficiencies, and improve visibility across office print environments.


Designed for Two Audiences: Dealers & Customers

2CLIXZ is structured with two mobile apps and one central web interface, each customized for its intended user:

  • The Blue App (Customer App)
    Designed for end users (the Dealer's customers), this mobile app provides an easy-to-use interface for reordering consumables, submitting service requests, or shopping for office supplies.

  • The Green App (Dealer App)
    Designed for Dealers and their staff, this version facilitates oversight of customer needs, device performance, contract compliance, and service delivery.

  • The Web Admin Interface
    A shared administrative portal accessible by both Dealers and their registered customers. Dealers use it to onboard and manage customer accounts, set feature access levels, and integrate data sources. Customers can log in to view their own devices, tickets, contract info, and order history once configured by their Dealer.


Feature Control Based on Subscription

Dealers only see the features they've paid for. This modular access ensures that 2CLIXZ aligns with the Dealer’s operational model and budget.


Core Features of 2CLIXZ

  1. JIT-R (Just-in-Time Replacement)
    Automatically triggers delivery of ink and toner based on real-time usage data from customer devices — minimizing downtime and stockpiling.

  2. Shop
    A synchronized e-commerce catalog showing products available from the Dealer, with customer-specific pricing pulled directly from the Digitol platform.

  3. Print Fleet Contracts
    Provides visibility into contract terms such as monthly minimums, device coverage, cost-per-page (CPP) billing rates for monochrome and color output, and more.

  4. Ticketing
    Enables customers to log service or repair issues and request consumables directly through the app — streamlining communication and ensuring traceability.


Integration at the Core

2CLIXZ doesn’t operate in a silo — it's deeply integrated with:

  • Digitol’s e-commerce platform: Imports dealer catalogs and personalized pricing to automate the "Shop" experience for customers.

  • Leading Data Collection Agents (DCAs): Pulls detailed data on print device hierarchies, consumable levels, and output stats, enabling precision in JIT-R, contract compliance, and supply matching.


From Grunt Work to Growth

By combining automation, AI readiness, and tight data integration, 2CLIXZ dramatically reduces the manual workload for both Dealers and end customers. No more spreadsheets, emails, or missed consumables orders. End users get what they need with minimal clicks, freeing their time for higher-value tasks.


No Device Left Behind

2CLIXZ is uniquely equipped to surface and capture "stranded" devices — printers and MFPs outside of managed print agreements. These are brought under control via QR-tag deployment and remote tracking, enabling Dealers to extend service coverage and customers to gain full visibility.


Part of a Bigger Ecosystem

Together with Digitol, 2CLIXZ creates a fully integrated Dealer-first platform that bridges content, commerce, and automation. From e-commerce pricing and product catalogs to print device performance and ticketing, the ecosystem is built to make modern managed print easy, profitable, and customer-centric.


Section 2: QR Licenses — Assigning, Managing, and Understanding the Rules

QR licenses in the 2CLIXZ platform form the bridge between digital automation and physical print environments. These licenses allow Dealers to tag physical assets, rooms, or supply areas with scannable codes that connect directly to system-managed workflows like service requests and consumable ordering.

🛑 Important Boundary: QR licenses are governed by strict parameters that define how they are purchased, used, and permanently assigned. They cannot be modified once deployed - only retired.


1. Minimum Order Quantity

QR labels must be purchased in minimum quantities of 500 units.


2. Delivery Format Options

Dealers can choose one of two delivery formats:

  • Digital File: A downloadable QR label file for local printing.

  • Pre-Printed Roll: Professionally printed & industrial quality QR labels shipped to the Dealer.


3. Branding and Customization Restrictions

At this time, QR labels cannot be customized. This means:

  • No Dealer logos

  • No unique calls-to-action (CTAs)

  • No alternate layouts or designs

All QR labels follow a standardized design to maintain system consistency and scan reliability.


4. Risks of Digital Format

If the Dealer opts for the digital file format, it introduces a risk factor:

  • Labels must be printed on approved stock using specified print media.

  • Failure to comply can lead to non-UV-resistant or unscannable labels, rendering the QR code unusable in field conditions.

❗ Poor-quality or incorrectly printed QRs will fail to scan and are considered non-functional.


5. License Inventory Management

Once QR licenses are purchased, they become part of the Dealer’s on-hand license inventory within their 2CLIXZ Web UI portal.

  • These licenses are not yet active until assigned downstream to a specific customer.


6. Assignment to Customer Accounts

Dealers can allocate QR licenses to any of their customer accounts within the platform.

  • Once assigned to a customer, the QR license can be linked to a specific asset, room, or supply cabinet.


7. Defining QR Security Type

Each QR must be assigned a Security Type at the time of deployment:

  • Private – Restricted to registered 2CLIXZ users associated with the customer account the QR code is linked to. Requires the 2CIXZ App installed on the user's device.

  • Public – Anyone can scan, but the user must provide a first name, last name, and email address. A ticket will be registered, but an administrator on the account associated with the QR must approve it before it is actioned.

  • Anonymous – Anyone can scan and report an issue without the App installed on their device. No Name of email is required.


8. SMART vs. LAZY QRs

The QR type is determined based on its linkage:

  • LAZY QR: No "Issue Type" is associated (no ticketing or automated action).

  • SMART QR: Linked to one or more "Issue Types" such as service requests or consumable orders.

This classification determines how the QR behaves within the platform and what it enables.


9. Room or Cabinet QRs

QRs assigned to a Room or Supply Cabinet are always classified as SMART QRs, but they incur a higher license fee because:

  • They manage multiple assets (within a Room),

  • Or multiple consumables (within a Cabinet).


10. Lifetime Assignment Rules

Once a QR license is fully configured — with:

  • Customer assignment,

  • Linked asset,

  • Defined security type,

  • SMART or LAZY classification—

👉 These parameters are locked permanently.

  • The QR cannot be edited or reclassified.

  • It may only be retired, not reused or reprogrammed.


Section 3: Issue Types — The Engine Behind Ticketing in 2CLIXZ

Issue Types are the operational backbone of the 2CLIXZ ticketing system, defining what problems users can report, how tickets are categorized, and who receives them. By linking predefined issue types to assets, QRs, and user roles, 2CLIXZ ensures that service requests are fast, frictionless, and directed to the right destination — every time.


1. Ticket Routing Is Restricted to Approved Participants

Tickets can only be routed to service providers that are active participants on the 2CLIXZ platform. This includes:

  • Dealers with an active 2CLIXZ subscription,

  • End customers of the Dealer, acting as internal service recipients (e.g., Help Desk, Facilities).

🛑 Boundary Rule: Tickets cannot be sent to external third-party service providers unless they are registered and paid 2CLIXZ clients with at least the FFQ module active.


2. Internal Routing at the Customer Level

2CLIXZ allows tickets to be created and routed internally within the customer’s organization. Examples:

  • IT service tickets go directly to the Help Desk.

  • Facility issues (e.g., furniture, lighting, HVAC) route to Facilities Management.

This internal routing removes unnecessary escalation to the Dealer when the problem is not their responsibility.


3. External Routing to the Dealer

If the asset or issue falls under the Dealer’s support umbrella — such as a managed printer or covered service contract — the ticket is automatically routed to the Dealer’s ticketing console.


4. Customization of Issue Types

Dealers and customers can define custom issue types to suit their specific environments and asset categories. This means:

  • A printer may have issue types like “paper jam,” “toner low,” or “quality defect.”

  • A workstation may use “blue screen,” “slow performance,” or “app not launching.”

  • A coffee machine may include “leak,” “no power,” or “refill needed.”

Each issue type can be linked to specific asset types, ensuring relevant ticketing prompts based on what was scanned.


5. Asset-Linked Issue Type Assignments

Issue types can be granularly assigned to groups of assets. This ensures that only context-relevant ticket options are presented to users scanning a QR code. This eliminates user confusion and speeds up ticket creation.


6. LAZY vs. SMART QR in Context

  • A LAZY QR might be applied to something like a chair in a conference room. If the arm is broken or the fabric is torn, the QR is scanned and a facilities ticket is created instantly.

  • A SMART QR, by contrast, might be linked to a multifunction printer. When an issue like a vertical line on prints arises, the user scans the QR, selects the issue type, attaches a photo, and submits the ticket. The ticket is routed directly to the Dealer, bypassing internal triage and compressing the detection to resolution timeframe.


7. Elimination of Downtime and Friction

The issue type + QR workflow is designed to:

  • Eliminate delays by removing manual reporting and routing errors.

  • Free up internal Help Desks by ensuring only applicable issues are sent their way.

  • Reduce user frustration by providing instant, guided ticket creation at the point of problem recognition.


Section 4: JIT-R — Just-in-Time Replacement of Toner & Consumables

JIT-R (Just-in-Time Replacement) is an advanced automation feature within the 2CLIXZ platform, designed to eliminate consumable shortages and streamline replenishment logistics for networked print devices. Controlled entirely by the Dealer, JIT-R relies on real-time data integration to ensure supplies are delivered precisely when needed — not too early, not too late.

🛑 Important Boundary: JIT-R is only available to customers with an approved DCA integration and must be explicitly enabled by the Dealer. Without both conditions, JIT-R is not accessible or functional.


1. Dealer-Enabled Access Only

Dealers have exclusive control over which customers are enrolled in JIT-R. This is because:

  • JIT-R incurs an additional license fee, payable by the Dealer.

  • The Dealer manages this feature through their 2CLIXZ Web UI.

  • JIT-R can be offered and supported without a QR assigned—neither a SMART nor a LAZY QR is required for it to be offered.

A simple on/off switch enables or disables JIT-R per customer. An additional toggle controls whether “Managed Devices” from the DCA are auto-imported into 2CLIXZ.


2. DCA Dependency — No DCA, No JIT-R

JIT-R only works with a supported DCA hierarchy. Without an active and properly configured DCA connection, JIT-R is disabled by default.

  • The system only syncs DCA-tagged devices that are explicitly marked as Managed in the DCA portal.

  • This ensures DCA licensing compliance (as charges are based on managed devices only).


3. Capturing Stranded Devices

JIT-R offers a strategic advantage to Dealers looking to recover unmanaged print volume in customer environments already under MPS contracts. Here's how:

  • The Digitol DCA can run in parallel with an existing MPS provider’s DCA — without conflict.

  • This allows Dealers to monitor and support “stranded” devices — typically small printers and desktop units overlooked by MPS providers.

  • As a result, Office Products Dealers can deliver managed service benefits across the customer’s full print environment.


4. Once JIT-R Is Enabled and Devices Synced

Once JIT-R is active and DCA-synced devices are registered, the Dealer can configure the following for each customer:

  • (i) Assign physical location addresses for each device.

  • (ii) Add customer contact persons for notifications and tracking.

  • (iii) Generate assessment reports and waste reports to identify overuse or stockpiling.

  • (iv) Set timing parameters:

    • Lead times,

    • Consolidation days (for grouping multiple shipments).

  • (v) Link each device to an existing billing contract if applicable.


5. Visibility and Historical Data

The 2CLIXZ JIT-R interface provides granular visibility at all times:

  • Toner status can be viewed in real time for each device.

  • Historical toner shipments and shipment logs are accessible via the Web UI.


6. Customer-Level Inventory Management

JIT-R also empowers the customer (via the Blue App or Web UI) to manage onsite consumables, including:

  • Add or remove stock manually,

  • Conduct a stock count for auditing,

  • Transfer stock between internal locations,

  • Add stock upon delivery of a toner shipment,

  • Adjust stock levels after a toner change is completed.

✅ These functions are built to minimize delays, eliminate over-ordering, and ensure accurate tracking — giving both Dealer and customer full control over replenishment workflows.


7. How does ink & toner replenishment work?

JIT-R provides the capability for on-premise inventory management. Despite all the automation and depletion projections provided by the DCA, disruptions and downtime can occur if output spikes or cartridges are defective. For these reasons, on-premise safety stock is often requested as a backup. In a managed service contract, this inventory is at the risk of the providing dealer. In a transactional contract, the inventory is at the end customer's risk. Regardless of who is carrying the risk, the 2CLIXZ JIT-R system has been designed to manage the on-premise inventory and to mitigate that risk. How it works:

  • Perform a stock count of all on-premise cartridges by location.
  • Enter stock levels into the 2CLIXZ UI.
  • We now have visibility into the "in-device" inventory via the DCA and the "on-premise" inventory via the initial stock count.
  • A cartridge is pulled from safety stock and depleted automatically when it needs replacing.
  • Based on the previously set timing parameters, the replenishment order will be calculated based on replenishing the on-premise safety stock.
  • This system ensures that the safety stock is managed according to the customer's requirements and that complete control is maintained.
  • The system also provides for a closed-loop system for recycling used cartridges—as an empty cartridge is removed, the "empty" on-premise inventory is incremented accordingly.

Section 5: The 2CLIXZ Shop — Turning Baskets Into Business

The 2CLIXZ Shop bridges the gap between traditional e-commerce and real-world B2B purchasing behavior. While legacy platforms like the NOP e-commerce portal may list over one million SKUs, that scale is a double-edged sword:

  • On one hand, Dealers can present a massive catalog of products.

  • On the other hand, business users don’t want to search through a million items to find what they need every month. That’s a classic case of “square peg, round hole” — trying to force a B2C shopping experience into a B2B procurement workflow.


1. It's Not About Selling More — It's About Selling Right

The power of the 2CLIXZ Shop lies in precision, not volume.

Dealers typically win business by identifying what the customer needs and quoting on those exact items. This “basket of goods” becomes the basis for the Dealer’s offer — often referred to as a contracted list or a wishlist.

In legacy e-commerce, the Dealer’s process might look like this:

  • Quote customer on X, Y, and Z.

  • Add X, Y, and Z to a wishlist inside the Dealer’s website.

  • Expect (or hope) the customer logs in, finds those items, and places the order.

The problem? Customers don’t follow through.
They cherry-pick, abandon carts, or shop elsewhere if they see better deals.


2. From Wishlist to Cabinet Replenishment

2CLIXZ flips the script by taking the Dealer’s wishlist and embedding it directly into the 2CLIXZ Shop — the mobile-optimized environment the customer already uses for ticketing, QR scanning, and service. But we don’t stop there.

The Dealer is also empowered to:

  • Set MIN/MAX levels for each wishlist item based on real customer needs.

  • Take control of physical storage spaces (e.g., office supply cabinets, toner closets, breakroom shelves).


3. One Stock Count, One Replenishment Order

With cabinet-level control in place, the Dealer can implement a stock-count-based replenishment cycle:

  • Once per month, the Dealer (or a rep/intern) visits the customer.

  • A stock count is performed using the 2CLIXZ mobile app.

  • The app compares stock on hand to MIN/MAX levels for each item.

  • An automatic replenishment order is generated — complete with:

    • Accurate SKUs,

    • Correct customer-specific pricing,

    • One monthly PO and shipment.


4. Why It Works

This approach eliminates the inefficiencies of manual ordering:

  • No more end users trying to remember part numbers or pricing.

  • No more multiple orders every week.

  • No abandoned carts or SKU mismatches.

  • Massive savings on freight, packaging, and environmental waste.

  • Customers no longer burn payroll dollars on redundant admin work.

The result? Dealers win more of the total spend — not by offering lower prices, but by removing friction and doing the work the customer doesn’t want to do.

No business wants to pay its employees to manage supply closets.
2CLIXZ makes it easy for the Dealer to take control and deliver reliable, recurring value.


Section 6: Contracts — Supporting Profit Without Complication

2CLIXZ includes a robust contract management system tailored specifically to the unique needs of print fleet services — including consumables, service & repair, and equipment financing or replacement. These tools support traditional and modern billing models, while leaving critical decisions — pricing, structure, and risk tolerance — in the Dealer’s hands.

🛑 Important Boundary: 2CLIXZ supports contract operations, but it does not control or guide the commercial decisions Dealers make with their customers.


1. Built for the Print Channel, But Flexible for All

Contracts within 2CLIXZ are focused on print and copier devices and the services that surround them:

  • Auto-replenished consumables (toner, ink, long-life components),

  • Onsite repair and technical servicing,

  • Equipment upgrades and replacements, including leases or financing options.

The platform allows Dealers to build contracts in virtually any shape or size, accommodating both legacy and modern approaches.


2. Complexity Is Common — and Often Dangerous

In the traditional print world, contracts have evolved into complex, multi-year legal documents often filled with hidden costs and “gotchas”:

  • Minimum monthly print volumes,

  • Overage fees for exceeding thresholds,

  • Different cost-per-page (CPP) rates for mono, light color, heavy color,

  • A3 vs A4 billing variations,

  • Scanning surcharges.

Add to that the logistics of service — where Dealers may need to:

  • Dispatch in-house technicians,

  • Coordinate repairs through third-party networks or “competitor” techs across geographies.

For a new entrant — especially an Office Products (OP) Dealer — the learning curve is steep.


3. What Looks Profitable, May Not Be

Many OP Dealers assume a $0.01 mono and $0.04 color CPP is a winning offer — but fail to account for:

  • High-cost parts like maintenance kits, transfer belts, fusers (some exceeding $1,000),

  • Service costs (travel time, labor, parts inventory),

  • Old hardware risks that result in frequent repairs and mounting losses.

Experienced print Dealers understand this landscape and proactively manage fleet health — swapping out problem units before they become cost centers.


4. 2CLIXZ Supports the Contract, Not the Deal

2CLIXZ is fully capable of supporting the full lifecycle of legacy MPS (Managed Print Services) contracts:

  • Page-count tracking,

  • Threshold and overage calculation,

  • Service entitlements and SLAs,

  • Billing summaries and reconciliation.

But the platform doesn’t define what’s offered. That responsibility — and the associated risk — lies with the Dealer.


5. Transactional Billing for Simpler, Safer Operations

Recognizing the pitfalls of traditional contracts, 2CLIXZ also supports transactional billing models:

  • No minimums or locked-in volumes,

  • No multi-page legal paperwork,

  • Still supports auto-fulfillment of supplies — thanks to JIT-R.

This approach offers a safer path for less experienced Dealers, while still delivering a sticky, service-oriented experience to the customer.


6. A Better Onboarding Experience

By avoiding complex legal agreements and instead leveraging:

  • Smart QR-based device tracking,

  • JIT-R for on-premise stock control,

  • Transparent, usage-based billing…

Dealers can offer a cleaner, faster, lower-risk onboarding process — ideal for winning new business without getting entangled in risky long-term deals.

✅ 2CLIXZ equips the Dealer to support any contract structure — but it doesn’t prevent Dealers from making costly mistakes. The tool is smart; strategy is still human.


Section 7: User Management — Turning Users Into Active Participants

User onboarding is a critical part of the 2CLIXZ rollout process. A Dealer's ability to quickly and meaningfully onboard employees within a customer organization is what enables the full power of the platform — from ticketing to tracking to smart supply management.

But onboarding isn’t just about access — it’s about value. The more useful the App is in daily workflows, the more likely users are to install it, use it, and return to it.


1. First Objectives When Onboarding a Customer

When a new customer is added to 2CLIXZ, the Dealer should aim to accomplish the following immediately:

  • (i) Gather as many employee email addresses as possible.
    These can be loaded in bulk via spreadsheet upload, or individual 2CLIXZ invites can be sent via the Web UI.

  • (ii) Associate users with known assets wherever possible — printers, rooms, supply cabinets, etc. This allows QRs and tickets to be contextually routed and tracked.

  • (iii) Promote App installation.
    Employees should be encouraged to install the Blue (Customer) App on their mobile device. The more functional the app is in daily tasks, the greater the adoption rate.


2. Role Assignment — Admin vs. Regular Users

Each onboarded employee must be assigned a role within the customer’s 2CLIXZ account:

  • Admin Users have access to broader functionality in the 2CLIXZ Web UI — including device inventory, ticket logs, and user management.

  • Regular Users are limited to ticket creation, status checks, stock counts, and product ordering — with permissions defined by the Admin or Dealer.


3. Budget Control and Approvals

For organizations that want tighter control over spend, budgets and approval workflows can be enabled:

  • Users may be assigned monthly or category-based spending limits.

  • Orders above the threshold trigger approval notifications before fulfillment proceeds.

This provides customers with visibility and assurance while maintaining ordering flexibility for end users.


4. Balancing App Security With Ease of Use

App adoption is one of the most common friction points. While 2CLIXZ is designed to be simple, user resistance to "yet another app" is real.

Dealers can reduce friction by:

  • Assigning Anonymous QRs, which don’t require login or app installation.
    ✅ This allows fast interaction — but…

🛑 Caution: Anonymous QRs introduce risk. Anyone — even a visitor — can scan and trigger a ticket or order. For this reason, they should be used selectively and with full understanding of the exposure.


5. Why Private QRs Require the App

Private QRs solve the above problem — only authenticated users can scan and trigger actions:

  • They require the app to be installed.

  • They offer better audit trails and control.

  • They allow for custom user experiences based on the individual’s role.

But adoption of Private QRs hinges entirely on whether users see value in the app.


6. The Key to Adoption: Relevance

The success of user management depends on how relevant and frequently useful the 2CLIXZ App becomes. If it’s only used once a year, it will be forgotten. If it:

  • Saves time every week,

  • Simplifies ordering,

  • Speeds up support,

  • Makes users feel heard...

…it becomes indispensable.

Make the app essential, not optional — that’s the real key to successful onboarding.

 

Related Reading:

2CLIXZ Pricing Summary – Setup, Modules, Labels: Explore the full 2CLIXZ pricing structure, including setup fees, module licenses, QR label costs, and bundle rates for asset-based licensing.

JIT-R: Intelligent Toner Fulfillment for Dealers: At just $0.42 per printer per month, JIT-R transforms toner logistics into a smart, predictive, and margin-saving engine for Managed Print providers.

2CLIXZ Contracts for OP & Hybrid Dealers: Unlock recurring revenue—without MPS risk. 2CLIXZ Contracts help OP dealers automate toner replenishment and grow customer value, service-free.

Cost to Deploy JIT-R with 2CLIXZ and DCA: Curious about the true cost of deploying JIT-R? Here’s a clear breakdown of required 2CLIXZ modules, pricing per device, and optional add-ons.