This Documentation will help to do the swap action.
The roles that are may have this access are:
IT (Pulse Support Team),
Shop Manager,
CSCC Operator/Supervisor.
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 improved in the near future.
Step1:
To record a replacement; choose the customer Account>click on Call Center Icon>Choose Record Replacement:
Step2:
Choose the product (unit or appliance) and date for replacement:
For example, if you choose a unit, you will need to provide the new CU number:
Step3:
Click the Replace Button at the bottom right:
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