Bonus on Contract Completion
- Alice Niyigena
- Jean Luc Ugirashebuja
- Alphonse Gaju Ndikubwayo
Overview
The "Bonus on Contract Completion" feature allows OpCos to reward customers with a bonus upon the successful completion of a specified contract. This feature is designed to enhance customer satisfaction and loyalty by providing an incentive for completion of contracts. The bonus is configured and managed through the Bonus Configuration module in Pulse and is restricted to admin users only.
Key Features
Automatic Bonus Allocation: Upon the successful completion of a specific contract, an on-time bonus is automatically awarded to the customer’s account.
Product Selection for Bonus Trigger: Admin users can select a specific product within the contract to trigger the bonus using the tag.
Bonus Configuration Module: The feature is integrated into the Bonus Configuration module in Pulse.
Admin Access Only: Only admin users have permission to create and manage this type of bonus.
Restrictions on Bonus Generation:
No bonus is generated if the contract is the last contract on the customer's account.
No bonus is generated if the contract is canceled, terminated, has write-offs, or if the customer opts out.
Setting Up a Bonus on Contract Completion
Log in to Pulse with admin credentials.
Click on 9 dots → Go to the Bonus Configuration module.
Click on "Create Bonus".
Fill in the necessary details
Bonus name: Your desired name of the bonus
Reason: Other
select contract completion
Tags: select contracts with tag and select the tag name associated with the product in the contract
For more information on how to set the tag on the product click here
Enter the bonus Priority number and set the received amount in days
Review the bonus configuration settings if you are okay with them click "Save" and a message to warn that you are about to create a bonus will pop up click “Continue” If you are sure, The bonus will appear on the bonus list page
Edit Bonus configurations
Click on the bonus name and then click on the “Edit” button to change parameters or to change the status (Available → unavailable → Available)
To save the changes click the “save” button
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