Sales

Trade In (Loan Item) Process

This process gives you the option to send out a loan machine, whilst the contract machine is sent for repair. If the machine cannot be repaired, the user can perform a swap out.

  1. Raise a Call against the main machine on the contract
  2. Issue a Loan Unit or
  3. Swap Out the Machine
  4. Assign Technician to the Call
  5. Print Work Order