Home Pulse Documentation
The Pulse Software has been created for the following users to help them with performing their day to day tasks:
- Shop Managers
- Retail Supervisors
- Logistic Officers
- Drivers
- CSCC roles (Operator, Supervisor, & Manager)
A user will only be able to access information based on the location that they are placed in. For example if a user is the Shop Manager of Mbita shop they will only be able to view information based on that location- e.g. Mbita customers, stock for Mbita shop.
All actions that will appear on the user’s dashboard is specific to the location they are based in. Users cannot access or do actions for other locations they are not based in.
But anyone with an ERP login can also login to Pulse. If they are not assigned to a shop they will have the customer search page as a home page. Any valid user can do most actions and see most pages in Pulse.
If you want to move your staff to a different/new location, please send a request to the customer management portal.
Contents
- Home Amount to Energy Service Fee field into Pulse payments History
- Home Converting an SCM customer to DCM Through Swap in Pulse
- Home Pulse: Add/Remove on-time and Add bonus
- Home Pulse: Assign Free Stock
- Home Pulse : Assign Stock
- Home Pulse: Bulk State Change
- Home Pulse : Customer Detail Page
- Home Pulse : Customer sign up
- Home Pulse: Editing Customer details
- Home Pulse : How to upgrade a customer
- Home Pulse : How upgrade customer API works
- Home Pulse : Record an Installation
- Home Pulse : Record an Upgrade Installation or Collection
- Home Pulse : Record a Technician Visit
- Home Pulse : Recording a Technical Issue
- Home Pulse : Recording repossession
- Home Pulse : Record New Delivery
- Home Pulse : Scheduling
- Home Pulse: Sending SMS
- Home Pulse: View a Reports
- Home Pulse : View Customer & Applicants Information
- Home Pulse : View Stock Deliveries
- Home Pulse : View Stock Inventory
- Home Pulse : Zero Inventory Update
- Home Pulse Assign Stock save action loading endlessly
- Home Pulse credit and DCM unit credit balance Pulse display
- Home Record repair appliance action and display a daily total of appliance repairs for a user in the Integrated Repair Tool
- Home Upfront Sales Workaround in Pulse 1.0