This Documentation will help to do the repossession action.
The roles that are may have this access are:
MVP Admin,
MVP Senior.
We record repossession when a customer is defaulted, the system triggers the repossession action automatically and record the pending action.
Step1:
On the customer page click the Go to account details in the transaction under Accounts.
At the bottom of the page , A pending action for the repossession will be available:
Step2:
Fill in the repossession details:
1.Date of repo
2. Staff who did the repo
3. If the repo happens
4. if it does not happen, you will have a drop down to choose the reason it did not happen
5. Provide the CU No.
6. Condition in which the return products are in
Step3:
Update the returned product quantity:
Update the repossessed/returned qty. If the number is less than to the given qty, the difference will be marked as lost.
And click on Save to submit the repossession form.
Step4:
Or record/confirm the repossession by going to the 9 dots menu>Choose Actions>Filter with Action type “Pending Repossession“:
Then choose the customer need to record the repossession
Then click on Record Repossession:
It will take you to Step2 of the first method:
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