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Pulse v3: Record an Upgrade

Owned by Olanike Dairo (Unlicensed)
Sept 17, 2021
2 min read

A customer who wishes to have an upgrade should have Installed status.

Upgrades should first be recorded in ERP by the call center, and they can either be installed or collected

  • Installed upgrades are TVs and any other thing that requires to be installed.
  • Collected are are Torch or radio or a led bulb

For upgrades that need to be installed (E.g T.Vs)

Technician should:

  • Confirm package that will be installed for customer
  • Call customer and confirm exact address and time they will be at the customer’s house
  • Pre-fill the installation form with customer details (ID and package) and pack this in the customer’s box
  • Bring a filled installation form from the field which the Shop Manager will use to record the installation on Pulse

Shop Manager should record the Upgrade in Pulse as follows:

  • Shop Manager should be able to record the upgrade attempt on PULSE (whether it was successful or not).


The Shop Manager will be able to see and access easily on the Home Page, pending actions or customers that haven't received their upgrades whether they are Upgrades to be Installed or Collected

NB:

Make sure to fill in the right information as the payment of that upgrade will depend on the date filled.