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Adding an Alert Message to a Customer in RMA

Introduction

This article outlines the steps to add an alert message to a customer within the RMA system, assign the customer to a route, and confirm the alert on a handheld device. Alert messages ensure important information about a customer is easily accessible to the team members.

Steps
  • Add an Alert Message to a Customer in RMA
    • Navigate to Customer Information.1728678962582
    • Select the customer for whom you want to add an alert.
    • Go to the Route Info tab and select Messages.
    • Under Alert Message, enter the desired message content.
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    • Save your changes.
  • Assign the Customer to a Route
    • Go to the Route Management section of RMA.
    • Add the customer to the relevant route.1728680507183
    • Once added, Download the route in MOM.

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  • Check the Alert Message on the Handheld
    • Open the Handheld Device and navigate to a stop.
    • Select the customer assigned to the route.
    • The message will automatically appear before checkout.

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Summary

By following these steps, you can successfully add an alert message to a customer, assign the customer to a route, and verify the alert on the handheld device.