Pulse : Recording repossession

Customers waiting to be repossessed, their customer status will be “pending repossession”.

• The shop manager should confirm that the customer C.U is disabled and customer address.

Technician to the customers house should:

• Convince customer to pay before attempting to repossess

• Confirm package that will be repossessed from customer

• Pre-fill the customer repossession form with customer details (ID and address) and pack this before leaving

• Bring a filled repossession form from the field which the Shop Manager will use record the repossession on PULSE

Shop Manager should record the repossession in Pulse after the technician brings the repossession report in Pulse:

3 ways to Record Repossession

1. Home Page > choose Repossession .It will direct you to Pending actions with Repossession category .

Open

2. Access the Activities inside 9 dots in the upper right corner .It will direct you to Pending actions Page.

Open

• Select the category “Repossession”.

• Search the customer using the provided search parameter (Customer Name , Address, Phone and Date)

• Click the customer that needs to record the repossession.

• At Repossession page,  scroll down to to click the Complete action button to turn the page to Record Repossession. 

• Fill-out the necessary information and click "Next" Button.

• Break down the qty of the product that has been repossessed > Click Save.

3. Choose Repossession in the Action Menu .

• Search using Customer name, Customer ID or Phone number. And once you click the result, you will be direct to Record Repossession Page.

And other steps are same as above (1 & 2).