This Documentation documentation will help to do the swap action.
The roles that
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may have this access are:
MVP Admin,
MVP Senior,
MVP Basic.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 to be improved in the near future.
Step1: To navigate record replacement
To record a replacement;
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search the customer with "Pending " status using the customer search page. Or
Click the Go to account details in the transaction under Accounts
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Click the dropdown arrow then Choose Record Replacement:
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Step2: Record replacement
Choose the product (unit or appliance) and date for replacement:
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For example, if you choose a unit, you will need to provide the new CU number:
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Click the Replace Button at the bottom right:
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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:
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Account Status
Contract status
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Product Action
Recorded Replacement will be moved to Done.
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