Initial Engagement
The agent engages the retailer to understand the reasons for the float transfer.
If the POS machine is faulty, the customer is encouraged to bring the machine to the office for assistance before considering a float transfer.
Request Submission
If the machine cannot be fixed, the retailer is advised to submit a float transfer request via email.
The request should include:
Reasons for the float transfer
Accounts from which the float should be transferred
Accounts to which the float should be transferred
Approval and Feedback
The customer care team forwards the request to the head of the sales team and accounts team for approval.
Feedback on the request is shared with the retailer once a decision is made.
Ensuring Alternatives