Appcues

	Pins	Status	Squad	Pulse Module	Description	Comments
1	Account Status explained	Pending	Portfolio	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	Sean: Should be consecutive late days for default
2	Products Lifecycle explained	Done	Integrations	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	Operations	Customers	Where to create customers
4	Create a user	Done	Operations	User Settings	Where to create Users
5	Search Users	Done	Operations	User Settings	Where to search for users
6	Orders status explained	Done	Operations	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	Operations	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	Portfolio	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	Portfolio	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	Portfolio	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.
11	Performance Band	Done	Portfolio	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	Portfolio	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	Portfolio	Customer page	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.
14	Stock Adjustment Reasons:	Pending	Operations	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.	Definitions to review before go live Sean: (1) “Couldn’t record Assignment” is more specifically when you do a stock adjustment to replicate the result of doing a stock assignment - because you weren’t able to record the stock assignment the normal way. I don’t feel that comes across in how this is written currently. (2) I think you can get rid of all the “this is selected when” filler. It is just taking up space (3) Inbound delivery is from DC or another shop to the shop in question. It is used whenever the user couldn’t record a delivery through the normal way and so uses a stock adjustment instead. (4) I think we should move this to the help portal instead and have a link to it in the tooltip
15	Account Manager	Pending	Operations		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 Sean: Say that the account manager is responsible for getting the customer to have good payment performance and this will be reflected in their portfolio commission based on Collection Rate or another metric.
16	Sales person	Pending	Operations		Sales person is the start person who record the sale order, This is the person who will receive commission when the sale reaches the required complition stage.	Add the details on how they are used on pulse for the commission calculation
17	ESF amount remaining	Pending	Portfolio		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 Sean: I thought this was the amount remaining the customer had to pay until they got to ESF only state. But check with Anna.
18	Amount remaining	Pending	Portfolio		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