Record a Replacement

This documentation will help to do the swap action.

The roles that may have this access are:

• Admin

• Field Technician

• 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; search the customer with "Pending " status using the customer search page. Or

• Click the Go to account details in the transaction under Accounts

• Click the dropdown arrow then Choose Record Replacement:

Step2: Record replacement

• 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:

• Click the Replace Button at the bottom right:

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:

  • Account Status

  • Contract status

• Product Action

  • Recorded Replacement will be moved to Done.