This Documentation documentation will help to do the swap action.
The roles that
...
may have this access are:
Admin
Field Technician
Field Management
Back office Management
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 navigate record replacement
To record a replacement; search the customer with "Pending " status using the customer search page. Or
Click the Go to account details in the transaction under Accounts
...
Click the dropdown arrow then Choose Record Replacement:
...
Step2: Record replacement
Choose the product (unit or appliance) and date for replacement:
...
For example, if you choose a unit, you will need to provide the new CU number:
...
Click the Replace Button at the bottom right:
...
Step 3 : Customer profile updated after recording replacement.
After the repossession is recorded. Some of the information in the customer profile will be updated.
Such as below:
Statuses are still the same for:
Account Status
Contract status
...
Product Action
Recorded Replacement will be moved to Done.
...