[Mopio] How to – Create Cases
To keep track of the damage and quality issues we are facing; we are required to create all cases on CASE hub. This will allow the Buying team to comb through the cases and understand the need for any changes/better the products.
- Identify the case type
- Extract purchase history from Oodo
- Input information on Casehub manually
- Platform required: CASEhub, Odoo, FreshDesk
Step 1. Log in to CASEhub and create case
This is the overview of Creation of Case
Step 2. Input Basic Information
FreshDesk Ticket, Customer Name and Customer Email can be found on the ticket itself. Log into FreshDesk and extract the needed information.
Step 3. Input Product Details
Log into Odoo to get the Product Details:
Extract product Code, Product Name and Quantity:
DO Number:
When you click on Warehouse, the Delivery Date and Carrier will be reflected. As for the date of delivery, do indicate the latest delivery date instead since there are 2 Shipment Delivery Date
We can leave out Delivery Team and PO Number as it is not applicable to us. As for Supplier, kindly follow the table below and include accordingly:
Ensley | MM1 |
Haylee/Norwin/Hannah Series | MM2 |
Chloe/Aaron Series | NS |
Sterling Series | YA = table top, BH = base |
| Brooklyn Series | PD |
| Dylan Series | YA |
Step 4. Input Issue Description
Choose the suitable Issue Type and its condition. Enter Issue Description and always upload the media provided by customer. Kindly include the location/parts affected in the Issue Description.
Eg: A dent identified on the surface (Part #1) of Ensley TV Stand 59" upon delivery.
Step 5. Case Resolution
You may leave out the Case Resolution section for now.
Once everything is filled up and saved, it will look something like this:
Step 6. Finally, remember to save and upload
