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The Next slide will demonstrate how to add a new contract to a customer in Pulse 2.0.
Customer Search
Search for the customer
Use their Customer ID, Phone Number.
Use the new Application button search using the customer's phone number and all the information will appear automatically,proceed(This procedure also helps in editing the customers' information)
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Customer Page
On the top right click on the dropdown menu and select "Create Transaction"
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Create Transaction
Select Product/ Package Category:
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Financial Contract
Subscription
Upfront
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Choose products / Packages
Choose Products or packages
Once the Package /Product is selected
Select the billing method.
Select the number of Products/Packages needed
View the Basket ( For confirmation)
Proceed to the Next Page.
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Choose the Adress:
Lookup for the customer's address.
Choose the right address to facilitate technicians to easily allocate Customers.
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Sales Agent Details
Add the details of the Sales agent if involved.
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Basket Summary
At the check out :
You can choose to continue shopping ( Go back to select more Products/Packages)
Or Choose to Submit and the customer will proceed with the payment.
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Submission
The Customer will now have multiple contracts.
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