Appcues

	Pins	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
10	Credit Score	Done	Account / Customer page	This tool is for assessing creditworthiness and facilitating data-driven decision-making. Developed to enhance risk management practices, the model leverages key features from historical data to generate credit scores that aid in categorizing customers based on their credit risk. The objective is to create a risk assessment scale(score range) that summarizes each customer’s risk profile. The primary objectives are aligned with Bboxx's broader strategic goals, emphasizing the enhancement of the credt related decision-making processes.
11	Performance Band	Done	Account / Customer page	A calculation of overall amount paid versus what should be paid to give a true reflection of the customers paying habits.
12	Minimum payment for switch on	Done	Customer page	This allows to change the minimum for switch on for normal, late and defaulted customers. The change should only be increased or changed back to the OpCo configured amount. It should not be less the OpCo default amount
13	Withholding amount	Done	Customer page	This feature is designed to help recover outstanding balances from customers who are behind on their payments. By definition this amount of the customer's payment that is held back or withheld when they make a payment toward their outstanding balance. It is based on the number of days paid. Business objectives : improve portfolio management, increase operational efficiency, and essentially reduce the flexibility of pay-as-you-go (PAYG) models for customers who are not regularly paying on time
14	Stock Adjustment Reasons:	Pending	Inventory / Inventory Update	Lost : This reason is selected when a product has gone missing from the inventory without any known cause or location. It indicates that the product cannot be located despite efforts to find it. Found : When a previously lost product is located and returned to the inventor. It signifies that the missing product has been recovered and is now available again. Broken/Damaged : This reason is chosen when a product is identified as damaged or broken. It indicates that the product is no longer in a usable condition and requires repair or replacement. Stolen : If it is determined that a product has been unlawfully taken from the inventory. It means that the product has been stolen and is no longer available for legitimate use. Couldn’t Record Assignment : This reason is selected when there is difficulty in recording the assignment of a product to a specific location or user. It indicates a technical or procedural issue preventing the proper documentation of the product's assignment. Version Substitution : This is selected when a newer version or variant of a product is substituted for the existing one. It signifies that the product has been replaced with a different version or variant. Inbound delivery : This reason is selected when new inventory is received from an external source, such as a supplier or manufacturer. It indicates the arrival of new stock into the inventory. Outbound delivery : When inventory is shipped out to a customer or another location, the reason "Outbound delivery" is chosen. It signifies the movement of stock out of the inventory to fulfill orders or transfer to other locations.
15	Account Manager	Pending
16	Sales person	Pending
17	ESF amount remaining	Pending
18	Amount remaining	Pending