Personal Write-Off

To write off a client on pulse you need to follow the following steps and have the roles mentioned if you are carrying out a personal write-off or a bulk write-off.

Personal Write-Off using repossession

Scenario: As a finance manager, I want to write-off customers who we cannot repossess, to manage my portfolio better

Acceptance criteria:

1. It’s possible to indicate on the repossession form that it’s a write-off

2. if indicated as a write-off:

   1. drop down for completed by includes back office management and admin users only

   2. a new value nothing recovered is pre-selected, non-editable, for product condition

   3. the next button is replaced with a save button

3. on submission of the form:

   1. there is a warning message with text “You are about to write-off this customer. All products will be lost and you cannot reverse this action. Are you sure you want to proceed?”

   2. the repossession is saved with zero quantities for all products

   3. all products move from the customer location to the lost location (no change)

4. account state should change to inactive once the write-off is completed successfully

Open

Open

Steps to follow when writing off using repossession

1. Make sure you have Admin or Back Office Management role

2. Go to pulse and click nine dots

3. Click account status and search for a defaulted customer and then click search

4. You will get a list of customers who are defaulted

4. Choose one to write off using repossession

6. Check the customer’s status if it's defaulted

7. Click the record repossession button done in pending actions

7. Fill out the form with the information including the date, and the person carrying out the action, and then select the write-off button to mark the products as nothing recovered

8. You might also choose to not tick the button and go to the next form and make sure all the products are set to zero hence marking products as nothing recovered

10. You will get a confirmation message for you to double-check and confirm before submitting the action to avoid making mistakes.

10. Then click confirm

A customer will be written off immediately and his status will change to inactive and the contract status should be terminated