Login
    Contents x
    Email and/or process collection form.
    • 16 Jun 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Contents

    Email and/or process collection form.

    • Updated on 16 Jun 2024
    • 1 Minute to read
    • Contributors
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Send product
    Open the product via Sharepoint > front office > secretariat > standard products > Collection product
    Now adjust the NAW details, debtor number, our reference, and the date.
    Send the product by email to the customer.
    Process product
    When you receive the signed version, process it via RetailVista.
    Go to start > relationships > debtor maintenance in RetailVista.
    Now search for your debtor and enter the details of the collection form.
    Also save this file in the customer directory in Sharepoint.
    Also forward the file to Barbara.

    Was this article helpful?
    What's Next
    Change password!
    Changing your password will log you out immediately. Use the new password to log back in.
    Change profile
    Success!
    First name must have atleast 2 characters. Numbers and special characters are not allowed.
    Last name must have atleast 1 characters. Numbers and special characters are not allowed.
    Enter a valid email
    Enter a valid password
    Your profile has been successfully updated.
    Logout