This Documentation documentation will help to do the repossession action.
The roles that
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may have this access are:
Admin
Sales
Field Technician
Field Management
Back Office Management
Call Centre Basic
Call Center Advanced
We record repossession when a customer is defaulted, the system triggers the repossession action automatically and record records the pending action.
Step1:
On the customer page, click the Go to account details in the transaction under Accounts.
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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. Condition The condition in which the return products are in
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It will take you to Step2 of the first method:
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6. Customer profile updated after recording Fulfillment.
After the fulfillment is recorded. Some of the information in the customer profile will be updated.
Such as below:
Statuses
Account Status: Still Defaulted
Contract status: from from Active to Terminated
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Product Action
Recorded Repossession will be moved to Done.
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