Document toolboxDocument toolbox

Pulse : Customer sign up

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

This function is used for :

  • Customer Walk-ins: those customers who walk in the shop and want Bboxx products.

  • Instant Installations: customers who want to buy our products and be installed immediately, just because they saw a technician doing an installation to their neighbor's house (this is when the technician has another system with him or maybe the customer lives closer to the shop). The Pulse sign-up process will be faster because they won't need to wait on the CSCC queue. The technician will call either RS or SM to do the sign-up because he (tech) doesn’t have the access to Pulse, instead of doing the installation without a customer application created or waiting on the Call Centre call queue.

  • The agent who doesn't have the app and calls his Shop Manager or his Retail Supervisor for help

This feature can only be used by the following roles:

  • IT Support

  • Shop Manager

  • Retail Supervisor

  • CSCC roles (Operator, Supervisor, & Manager)

Steps to create a new customer

i. Opening the customer's page and start the customer creation

The user will need to log in to Pulse.

And open the Customers menu at the upper right corner (in the 9-dots menu)

Note: The above interface is for Shop Managers and Retail Supervisors who are usually located in the shop. For the case of CSCC roles, after signing in, their default home page is the customer search section in the below screenshot.

Click on the + (plus) icon to create a new customer

1. Filling in Customer Details - it contains the Personal Details, Contact Details, and the ID types of new Customer.

Notes:​

  • Details with (*) are mandatory, you cannot proceed if they are blank​

  • On phone, you must include the country code​

  • For the ID, use the right ID format as defined by your NGU

  • After filling in the required customer info, click on Next

2. Customer Address Lookup - to select the Home address and Installation address of the customer

There are two types of address lookup (Basic and Advanced Search):

2.1 Basic Search: here you don’t need to select level by level. You just:

  • Type in the name of the lowest level you want to look up and click on Lookup

  • Choose from the search results the correct Home address of the customer. Note that you can also clear and do another search if you feel that you made a mistake.

  • Type the Physical Address

  • Use the toggle to choose if the Installation Address is the same as the selected Home address:

    • If they are the same, click on Next

    • If they are not, lookup for the correct installation address

  • Note: if the search returns more than 19 results, you won’t be able to use the Basic Search, you will need to use the Advanced Search.

2.2 Advanced Search: here you will need to select level by level.

  • Click on Advanced Search and select addresses level by level. Once done click on Lookup

  • Type in the Physical Address

  • And you will do the same to the Installation Address selection. But the shop will be selected automatically based on the installation address that you have selected (you will see that once you click on Next button)

  • Note: You can also clear and do another search if you feel that you made a mistake.

  • Then Click on Next, if everything is fine.

3. Lead - this is where you can input the Sales Agent, Shop, and Other Details of the customer.

  • The sales Agent field is not mandatory because the shop can sign up for the walk-ins.​

    • If the agent was involved, the toggle should be ON (blue)

    • You can search by agent names or agent code or phone number.​

    • Type the full name of the Sales Agent and click on Search, the code and Phone number will be filled automatically. Or type the code and the rest will be added. And the same as when you use the phone number

  • If the agent was not involved, the toggle should be OFF (red)

  • Shop and Other details are mandatory​

    • The shop is selected automatically based on the selected installation address in the previous step. But the user can still change it.

Click on Next

4. Product - this is where you will select the product that the customer wants to purchase. Just select the product then click next. Today it’s ESF.

  • The selected ESF will be bold, and others will be hidden but they are still clickable

On this page, we also have other info:​

  • Total Down payment: to be paid, which will be updated as you add other products​

  • Total Monthly Fee: it will be updated too as you add other products​

  • Total Energy available: this will be decreasing as you add other products (because a customer will not have the products that exceed the system energy capacity)​



5. Welcome Pack Selection - just select the welcome Packs that the customers want to purchase.

  • Welcome packs on this page depend on the select ESF on the previous page, and it works as the previous page​

 

6. Adding Appliances - if there’s an additional product that the customer wants to add.

  • You will still get this list even when you have no energy available, but the user can add a product whose energy consumption is not greater than the Total Energy Available.

Use 

+ sign to add an appliance and

– sign to remove an appliance

 

7. Summary - This stage contains the information encoded and selected from stage 1 to stage 6.

  • Previous - If there’s incorrect information, use the Previous button to go back to the stage with incorrect information to correct it.

  • Create - to complete the Application of the customer, click the Create button.

  •    The customer number and account number will be generated > click Done button.

After you are done creating it, the application status will now be pay downpayment.

NOTE:

  • The customer created through the Pulse Web App is also automatically created in ERP.​

You can still be able to edit customer details, and if you edit customer details:​

  • in Pulse, they will be updated in ERP​

  • In ERP, they will be updated in Pulse

Â