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Asset(s) on Encompass Mobile: Return From Customer

Distributor steps for returning or disposing of a customer asset (cooler, equipment) on Encompass Mobile: Return/Dispose from the Assets tab, pick return to warehouse or dispose, complete the survey and sync. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Pre-Conditions

  • The asset has already been placed at the Customer

Steps

How To Return Assets from the Customer
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​1. Navigate to the Customers Dashboard or Event View on Encompass Mobile
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2. Tap the Assets option in the menu
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3. From the Assets tab, tap the Asset you want to return or dispose of
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4. Tap the Return/Dispose button
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5. Select an Action:
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  • Return To Warehoue - Good Condition
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  • Return To Warehouse - Needs Repair
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  • Dispose Without Return
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6. Depending on the Action selected, a survey will display
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7. Answer the required and optional questions
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8. Tap Continue
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9. Tap Completed
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10. Sync device

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