Pins | Status | Pulse Module | Description |
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Account Status explained | | Customers | Pending Activation: After Downpayment the customer is waiting for the installation to be completed Normal: Customers pay on time without being late Late: Customers move to this status a day after their due date. Defaulted: After a certain number of late days, fixed by the Opcos Inactive: After payments are finished, account status move from Finished to Inactive
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Products Lifecycle explained | | Products | Stored: The unit has been registered in the system Shipped: The unite has been assigned to an entity Activating: Deprecated, not user except to immediately move to activated Activated: The unit SIM card has been Activated and waiting to be sold Monitored: The unit has been sold and installed in a home. It is being Monitored Unmonitored: The unit installed in a home but no longer being monitored In_repair : The unit entered the Repair System Terminated: The unit has been Terminated or repossessed
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Create a customer | | Customers | Where to create customers |
Create a user | | User Settings | Where to create Users |
Search Users | | User Settings | Where to search for users |
Orders status explained | | Orders | Here is the explanation of the different statuses you will find inside the orders list. Draft: Haven’t completed the registration of the customer, Submitted: has already registered but they haven't made a downpayment Pending fulfillment: Already made a downpayment and waiting for the installation Active: after the installation Inactive: After completing the payment, the status will move from finished to Inactive Finished: When a contract is completed after a certain time. Void: Contracts canceled
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Filter in actions | | Actions | Types definition Collection: Customers will pick up the product in the Bboxx shop Repossession: will be done once a customer is unable to make payments for a long period. Delivery: Products will be delivered to the customer's home address. Replacement: will be done once a customer has a faulty product to be swapped. Write-off: will be done once a customer is lost and products are no more.
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Upload manual payment | | Payments | See a sample of the template/ more details, please click on the link below: How to upload Manual payments in Pulse 2.0 - Home - KB (bboxx.com) |
Bulk bonuses | | Bonus Configuration | See a sample of the template/ more details, please click on the link below: https://help.bboxx.com/space/TSC/4076077072/Bulk+Bonuses |
