Pins | Status | Pulse Module | Description | Comments | |
|---|---|---|---|---|---|
| 1 | Account Status explained | Pending | Customers |
| |
| 2 | Products Lifecycle explained | Done | Products |
| |
| 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.
| |
| 7 | Filter in actions | Done | Actions | Types definition
| |
| 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: | |
| 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 |
| Definitions to review before go live |
| 15 | Account Manager | Pending | An account manager is a user designated by the OpCo to manage a specific customer account. Regarding the permissions, the Account Manager should have the Sales permission group. | Add the details on how they are used on pulse for the commission calculation | |
| 16 | Sales person | Pending | Anyone who doesn’t have the Sales permission group should not be added as an Account Manager. Sales persons often work in the field, visiting clients, demonstrating products, negotiating contracts, and closing sales. | Add the details on how they are used on pulse for the commission calculation | |
| 17 | ESF amount remaining | Pending | This amount is calculated by subtracting any payments made to date from the total cost of the ESF package, which includes the provision of solar panels and battery systems. | Definition to review before go live | |
| 18 | Amount remaining | Pending | The "Amount Remaining on the Contract" refers to the outstanding balance that is still owed or payable on a contractual agreement. This figure represents the total sum of money that has not yet been paid by the customer as per the terms of the contract. | Definition to review before go live |
General
Content
Integrations
0 Comments