Pulse v3: Assign Stock
- Olanike Dairo (Unlicensed)
After a customer was registered in ERP by a call operator and after he paid the down-payment, he moves to "Book installation" Status.
But before the installation can happen, it's required to perform an 'assign stock'.
Assign stock should be done at the moment the technician leave the shop.
The intention is to update the stock.
That way, when the shop manager does the inventory, the number will already be decreased by the quantities 'assigned'.
Therefore, an action will be generated in Pulse indicating that the shop manager has to assign stock for that customer to a technician for dispatch.
Only when assign stock is done can the shop manager record the installation.
Here is how the shop manager can 'Assign stock' in Pulse V3:
Choose Assign stock in the action Menu
- Search the Customer using the name, Customer ID or Phone number.
- Fill the Page with valid required informationÂ
- Click Save after filling all fields and the stock will be assigned to the customer as well as the technician
- The circled Button is for all the customer'details.
NB:
It's not possible to edit an assign stock that was made.
Record a failed installation will cancel the assign stock (see bottom of Record an installation).