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In Pulse 2.0, to swap or record a replacement does not need to have recorded a technical issue like we usually do in Pulse 1.0 but this is something that is improved in the near future.

Step1:

  • To record a replacement; choose the customer

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  • Click the Go to account details in the transaction under Accounts

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  • Click the dropdown arrow then Choose Record Replacement:

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Step2:

  • Choose the product (unit or appliance) and date for replacement:

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  • For example, if you choose a unit, you will need to provide the new CU number:

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Step3:

  • Click the Replace Button at the bottom right:

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