How to create a transaction (order)
- Cynthia KAYUMBA
- Jacques Kagabo (Unlicensed)
Customers are now allowed to have more than one PAYG account with BBOXX.
Where each customer will have to choose from the billing methods every time they need a product or a package.
Pulse has 3 types of billing methods:
Financial contract
Subscription
Upfront
The Next slide will demonstrate how to create a new order for customer in Pulse 2.0.
Customer Search
Search for the customer
Use their Customer ID, Phone Number.
Use the new Application button search using the customer's phone number and all the information will appear automatically,proceed(This procedure also helps in editing the customers' information)
Customer Page
On the customer account page, click on the + sign that serves as "Create Transaction"
Create Transaction
Select Product/ Package Category:
Solar Home System
Minigrid
Cook
Select Billing method type:
Financial Contract
Subscription
Upfront
Financial Contract can be sold together with Subscription
Upfront cannot be sold together with either Financial Contract or subscription
Choose products / Packages
Choose Products or packages
Once the Package /Product is selected
Select the billing method.
Select the number of Products/Packages needed
View the Basket ( For confirmation)
Proceed to the Next Page.
Choose the delivery address:
Lookup for the customer's address.
Choose the right address to facilitate technicians to easily allocate Customers.
Sales Agent Details
Add the details of the Sales agent if involved.
Basket Summary
During the check out :
You can choose to continue shopping ( Go back to select more Products/Packages)
Or Choose to Submit and the customer will proceed with the payment.
Submission
The Customer will now have multiple contracts.