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By default - all users with the role of Field Technician can hold stock
Coming soon – configure sales agents as allowed to hold stock
Further instructions on how to configure which users can hold stock will be added here once that functionality is released (in the coming weeks)
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Action type | Changes to the form | Stock moves |
Fulfilment (delivery) | None | From field staff location |
Fulfilment (collection) | None | From fulfilment centre |
Repossession | You can now choose whether to move returned stock to fulfilment centre or field staff locations | By default returns stock fulfilment centre, but can be returned to field staff location if the repossession is recorded before stock reaches the shop |
Replacement | You can choose whether to use the fulfilment centre or field staff locations for stock moves (replacement out, returned in) | By default fulfilment centre, but can pick and return stock to/from the field staff location the replacement happened at the customers house (stock needs to be assigned before the swap and returned stock will go to the field staff location) |
Contract cancellation | None | Returns to fulfilment centre |
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What’s not included in the stock assignment (out of scope)
The following items are not included in the current stock assignment release, as communicated during the research and design sessions with OpCos in May:
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Item
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Description
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Planned?
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Assign stock to Agents & RS
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We will be releasing stock assignment for sales agents and retails supervisors in the coming weeks
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Q3
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History of stock assignments
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We will be releasing a stock move history list that includes all completed stock moves by type, date, origin, destination that will allow users to filter for relevant moves
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Q3
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View stock levels in-app
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We plan to add visibility of current stock levels to the Agent and Tech Apps in the near future (e.g. Q4 2023)
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Yes
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Send stock from in-app
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For now, all stock assignment and un-assignment, or movements between field staff, should be recorded by management staff in Pulse Web. We plan to add this functionality to the Agent and Tech App
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Yes
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Accept/receive stock in-app
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We have heard requests to add the ability to accept stock assignments in the tech app to ensure accountability. We will look at this but not in the short-term due
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Later
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Activate device on assignment
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No credit will be issued to control units/metered devices when they are assigned to field staff. There is no plan to add this functionality
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No
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Limits on products/qtys
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How much stock should be assigned to field staff is an operational decision. We do not plan to add limits to Pulse. OpCos are free to set limits outside of Pulse and can easily run regular checks on stock levels to check compliance
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No
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Time product assigned
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We do not have plans to show how long each product has been assigned as without universal serial number tracking, this would require a first-in, first-out calculation and we don not see the complexity as worthwhile considering other priorities
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