Welcome to the Store Agent & Customer Care Training Modules

Hello everyone!
Let's begin the training modules for Store Agents and Customer Care.

Dashboard - Orders

Click on an order item to view details such as fees, taxes, and the monthly amount that needs to be paid.
Next, return to the order and mark it as Ready for Pickup. The remaining step is to provision a SIM card, which is filtered by location based on store inventories.

The SIM card can either be typed in or scanned by the store agent.
Once a SIM card is selected, submit it. This is the same process the procurement team follows for online orders.

For online orders:

• Select a SIM card for shipping.
• Add it to the order.
• Change the status from Ready for Pickup to Complete.

Once the customer receives the SIM card, the order is complete and the service is created in Mind POS.

You’ll also find logistics details, payment information, and a Contracts tab where you can either download or resend the signed contract.

Transaction Reports

In the Dashboard Transactions Report section, you can access detailed reports on all transactions.
This section provides insight into:

• Sales performance
• Revenue trends
• Other financial metrics

Use filters and date range selectors to customize your reports for a deeper understanding of business transactions.

Quick Sale

The Dashboard Quick Sale feature allows fast and efficient sales processing.
This section enables:

• Product selection
• Discount application
• Completion of sales in minimal steps

Ideal for high-traffic environments where speed is critical.

Dashboard - Accounts

In this section, manage all customer accounts and their details:

• View account information
• Track activity
• Update customer profiles
• Manage account status
• Handle customer inquiries

Main Page Overview

The Main Page is the central hub of the dashboard.
Here, you’ll find:

• Key metrics
• Recent activity
• Quick links to different dashboard sections

Use it to monitor operations and navigate to detailed sections easily.

POS Payments

The POS Payments subsection manages all point-of-sale payment data:

• Track payment methods
• Monitor status
• Ensure secure and accurate processing

POS Pairing

The POS Pairing subsection handles the configuration and pairing of POS devices.
Make sure devices are properly connected for smooth transaction processing.

Credit Checks

In the Credit Checks section under Account Management:

• Perform credit assessments for customers
• Ensure accurate and secure handling for financial integrity

FAQ Items

The FAQ Items subsection lets you manage frequently asked questions for both store agents and customers:

• Add, update, and organize entries
• Ensure agents and customers can find answers quickly

FAQ Filters

Use FAQ Filters to help categorize and sort FAQ items.
This helps agents and customer care reps quickly find relevant content to assist customers efficiently.

Failure to Top Up

The Failure to Top Up section addresses failed top-up transactions.
Store agents and customer care reps can:

• Identify and troubleshoot issues
• Resolve problems
• Ensure customer accounts are properly credited

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