HOW TO COMPLETE A POST PAID ORDER ON...
Transcript of HOW TO COMPLETE A POST PAID ORDER ON...
![Page 1: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/1.jpg)
HOW TO COMPLETE A POST PAID ORDER ON
CRM
2014/11/06
1
![Page 2: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/2.jpg)
Business Rules
• No products will be sold to applicants under the age 18 years old • Only the original bar coded RSA ID or Temporary RSA ID document will be
accepted, no other documents with the exception of instances in the 2 points below, will be accepted as proof of identification
• Driver’s licenses will not be accepted. A temporary ID certificate, with
supporting affidavit only, will be accepted where a customer is waiting for the replacement of an original document, as a result of the original ID being lost / stolen
• Passports will be accepted for foreigners – in such instances the credit vetting
process will be done manually by the Credit Management team. The RSA passport shall not be allowed. No telephonic applications will be accepted
• Any statement that the applicant receives at their residential address can be used
to RICA. E.g.: Bank statement, Telkom statement, Edgars Statement, Utility bills, etc., and should not be more than 3 months old
• Telkom only accept original payslips from Employment Company.
![Page 3: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/3.jpg)
Business Rules cont’
• The payslip must not be older than 2 months; alternatively we shall accept recent 3 months bank statement indicating the applicants’ salary deposit information, if only the last 2 months’ payslip can be provided
• If overtime, commission and leave pay is reflected; the average income must be reflected on the applicant’s payslips or bank statements. The payslip and bank account details must correspond – in other words amount indicated on payslip must reflect on the bank statements
• Customers need a minimum of R4,500.00 Gross income per month for post-paid
service • If an applicant is paid on a weekly basis – Telkom shall require a complete
months’ payslip for the same month • Telkom does not accept a cancelled cheque. Telkom will accept 3 months bank
statement; only original statements on the relevant banks’ letterhead and stamp will be allowed (Internet statement not applicable)
![Page 4: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/4.jpg)
Business Rules cont’
• If the bank account is in a third party’s name, then a bank statement and authorization letter
accompanied by the original RSA identity document is required. The 3rd party individual will also have to be present to sign the debit order declaration portion on the application form
• If applicant has changed banks less than 3 months’ prior to the application and thus not able
to provide 3 months’ bank statement. The applicant will be allowed to provide bank statements from previous bank
• Should an applicant have no previous bank details/statements (i.e.: first time employee);
Telkom will accept an employment letter/payslip, and based on the credit rating score a deposit may be required
• The minimum gross/basic income of R4, 500 pm will apply • Second line requirements = Minimum gross/basic income of R7, 500 pm in all regions • Third Line requirements = Minimum gross/basic income of R12, 000 pm in all regions • Fourth Line and more requirements = Minimum gross/basic income of R16, 500 pm in all
regions
![Page 5: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/5.jpg)
Enter Login Name , Password then
click Login
![Page 6: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/6.jpg)
Click Create , then Customer
![Page 7: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/7.jpg)
Fill in all the Mandatory fields
![Page 8: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/8.jpg)
Fill in all the Mandatory fields then
click Save and Close Window
![Page 9: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/9.jpg)
Click Actions , Ordering ,
then click Provide
![Page 10: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/10.jpg)
Search customer, then click Start
Order at the bottom
![Page 11: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/11.jpg)
Select the product then click next at
the bottom
Click next
![Page 12: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/12.jpg)
Click next
![Page 13: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/13.jpg)
Tick Rica Compliant,
Documentation and all the
mandatory fields
![Page 14: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/14.jpg)
Click next
![Page 15: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/15.jpg)
Click Close
![Page 16: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/16.jpg)
Click next
![Page 17: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/17.jpg)
Fill in the banking details
![Page 18: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/18.jpg)
Note to change Direct Debit
Due date if customer want
different date, Scroll down to
click next
![Page 19: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/19.jpg)
Note this message , then click
Ok to be able to click on the
Lookup
![Page 20: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/20.jpg)
Click Lookup , note the green tick
once clicked on the Lookup
Click next
![Page 21: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/21.jpg)
Fill in all the Mandatory
Credit Vetting fields , then
scroll down to create the
contact
![Page 22: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/22.jpg)
Click create button
![Page 23: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/23.jpg)
Fill in all the Mandatory ,
then click Save button
![Page 24: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/24.jpg)
Click create lookup
button to create
customer Address
![Page 25: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/25.jpg)
Click create button
![Page 26: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/26.jpg)
Fill in all the Mandatory ,
then click Save button
Click Save button
![Page 27: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/27.jpg)
Click Submit button
![Page 28: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/28.jpg)
Click CV Case
Note on the Recommended
Decision- Its Referral
![Page 29: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/29.jpg)
Take note of Case ID and
Status
![Page 30: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/30.jpg)
2014/11/06
30
Follow-up with Back office process.
CBO accept / decline the CV referral
On accept, continue to do a provide. On decline there is no order to cancel.
![Page 31: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/31.jpg)
Click Search, Support then Cases
![Page 32: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/32.jpg)
Type in Case number then
click Search Now
![Page 33: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/33.jpg)
Click on the customer
![Page 34: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/34.jpg)
Status changed to Close
Under History tab check if
Summary is on approved
or declined, in this example
the order is approved , then
resume the order
![Page 35: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/35.jpg)
Click Search, Ordering then
Orders
![Page 36: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/36.jpg)
Type in the order number then
click Search Now button
![Page 37: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/37.jpg)
Note Resume Negotiation button is in active until you click
the check box next to Provide (Contract 1)
![Page 38: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/38.jpg)
Tick this check box to activate the
Resume Negotiation button at the
bottom
Click the Resume Negotiation button
![Page 39: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/39.jpg)
Click Submit Order button
![Page 40: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/40.jpg)
Note: This will be the last step for
this process, then an Agent can
click Search to check if the order is
completed
![Page 41: HOW TO COMPLETE A POST PAID ORDER ON CRMsocwiki.wdfiles.com/local--files/how-to-complete-a-post-paid-order-on... · Click the Resume Negotiation button . Click Submit Order button](https://reader034.fdocuments.net/reader034/viewer/2022042606/5f637575239b25730f2abcc1/html5/thumbnails/41.jpg)
THANK YOU!
2014/11/06
41