Upgrading and Collect/Install a Generic Product

The actions can be performed by:

LO
CSSC
Shop Manager
Support

Upgrade to a normal/generic product

The customer should be eligible for an upgrade and search for a customer’s application:

Click on “View Product list”

Add the package in the product list that contains the product the customer is interested in:

Then click on “Upgrade”

Recording a Collection/Installation of a Generic product

When a package contains a BOM that is generic, the product will trigger the dropdown menu for the user to select the version of the product available in stock. This option is not yet available in Pulse1.0; a feature request was made https://bboxxltd.atlassian.net/browse/PUL-3685, unfortunately, it will not be fixed in Pulse 1.0.

Currently, LO and CSCC are performing the action on behalf of shop managers as a workaround.

Record collection upgrade: CRM>Search customer ID or filter client status with “Install/Collect Upgrade”>Product Action>Record Collection

Record Installation Upgrade: CRM>Search customer ID or filter client status with “Install/Collect Upgrde>Product Action>Record Collection

Note: Precise SN, tick if the installation/collection was successful, date of installation/collection, and Staff ID (when it is an installation, a technician ID is to be used and when collection a shop manager ID is to be used)