Updating Customers' Details in Enserve App

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WellBalancedJudgment
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20 Questions

What can you find under the Cash Collection tab?

Management of cash collections

Which step directs you to explore different types of collections on the Enserve app?

Step 4: Explore Collection Tabs

What does the Petty Cash Collection tab help in managing?

Day-to-day expenses or reimbursements

What can you do within the Card Collection tab in Enserve app?

Track card transactions and view payment details

When is the Coupon application step in the invoicing process?

Right before the payment stage

What does the Clear Cart button do in Enserve app's checkout process?

Removes all items from the cart

What action should be taken if an amount in the finance method does not match the expected value?

Click 'amount-mismatch'

Who should be contacted for stock transfer and freebies related queries?

Post then Meet

Which team should be contacted for credit note & collection discrepancies in Gujarat & Madhya Pradesh?

Finance Team (Zone Wise)

What is the correct process for generating a new spin for customers whose spin was missed?

Generate a new spin by entering the relevant invoice ID

What does the Enserve app's UPI Collection tab allow you to do?

Track collections made through Unified Payments Interface (UPI) transactions

Where can users typically find diverse types of collections categorized on the Enserve app?

Collection Tabs on the Collection page

Which step in the process involves searching for 'Collections' after accessing the Dashboard in the Enserve app?

Step 2: Searching for Collections

What action can be performed using the 'Coupon application' step in the invoicing process?

Apply discounts to the invoice

How does the 'Clear Cart Button' in the Enserve app's checkout process contribute to service flow management?

Reset the cart for billing before services

In what way does the 'Intermediate audit' feature contribute to revenue and collection management?

Check store finances at any time of the day

What is the correct escalation path for a service-related issue in Enserve app?

Support Team -> Post then Archi

How can you generate a new spin for customers whose spin was missed in Enserve app?

Enter the relevant invoice ID

What happens if there is a revenue amount mismatch in the finance method on Enserve app?

'Amount-mismatch' pop-up appears with the expected amount mentioned

Which team should be reached out to for Price Mismatch issues on Enserve app?

Support Team -> Post then Catalogue Team

Learn how to update customers' details in the Enserve app by following these steps. Access the Dashboard, search for 'Collections', and make the required edits. Don't forget to save the changes!

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