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Status

Pulse Module

Description

1

Account Status explained

Pending

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

2

Products Lifecycle explained

Done

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

3

Create a customer

Done

Customers

Where to create customers

4

Create a user

Done

User Settings

Where to create Users

5

Search Users

Done

User Settings

Where to search for users

6

Orders status explained

Done

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

7

Filter in actions

Done

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.

8

Upload manual payment

Done

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)

9

Bulk bonuses

Done

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