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We record repossession when a customer is defaulted, the system triggers the repossession action automatically and records the pending action.
Step1: To navigate pending record repossession
On the customer page, click the Go to account details in the transaction under Accounts.
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At the bottom of the page , A pending action for the repossession will be available:
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Step2:
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Fill in the repossession details:
1.Date of repo
2. Staff who did the repo
3. If the repo happens
4. if it does not happen, you will have a drop down to choose the reason it did not happen.
5. Provide the CU No.
6. The condition in which the return products are in
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Step3:
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Update the returned product quantity:
Update the repossessed/returned qty. If the number is less than to the given qty, the difference will be marked as lost.
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And click on Save to submit the repossession form.
Step4: Using Actions to Sort Pending Repossession
Or record/confirm the repossession by going to the 9 dots menu>Choose Actions>Filter with Action type “Pending Repossession“:
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It will take you to Step2 of the first method:
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Step 5: Customer profile updated after recording repossession.
After the repossession is recorded. Some of the information in the customer profile will be updated.
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