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Moving requests - Overview

Updated over a week ago

Move requests are used to manage customer moves within Zero Friction, which are submitted through the customer portal. This component allows you to track requests for customers moving to or from a service location.

You can find moving requests via the main navigation under Moving Requests.

From this overview you can view, track and process all requests.

Relocation requests are important because they directly impact contracts, meter data, and billing. Correct processing ensures that contracts start or end on time and that beginning and ending readings are recorded correctly.

For each moving request you will see, among other things:

  • Type of application (Moving in or Moving out)

  • Location

  • Status of the application

  • Current contract (if available)

  • Customer (person or organization)

  • Date of creation

  • Moving date (change date)

  • Owner of the location, if applicable

The information visible may vary depending on the status of the move request and the availability of contract or location data.


Layout

Overview list

The list view contains a table with, among other things, the following columns:

  • Name

  • Location

  • Status

  • Current contract

  • Customer

  • Date created

  • Moving date

  • Owner

The service location is clickable and opens the location's details page.

Statuses

The status is displayed with color codes:

  • New (gray): newly created, ready for processing

  • Waiting (yellow): awaiting customer or supplier

  • Processing (green): successfully processed

  • Rejected (red): rejected and not processed

Filters


At the top of the overview you can quickly filter by:

  • To be processed (New and waiting)

  • Processed

  • Rejected

  • All

These filters always show the number of moving requests per category.

On the right you can also filter by:

  • Location: all delivery addresses, here you can easily filter on a specific address.

  • Type: Moving in or moving out


Actions

Depending on the status and your rights, you can perform the following actions:

  • Set Waiting

  • Process

  • Reject

  • To delete

  • Cancel wait

Not all actions are always available. Actions are automatically hidden or disabled when:

  • the status does not allow this

  • you do not have the correct permissions


Types of moving requests

Moving in

  • The customer initiates a delivery at a location

  • The system creates a new contract

  • The contract starts on the key date

Moving out

  • The customer stops the delivery at a service location

  • The existing contract will be terminated on the key date

  • Final meter readings are recorded

Statuses

  • New
    Created and ready for review

  • To wait
    Awaiting customer or supplier

  • Incorporated
    The moving request has been applied to contracts and meters

  • Rejected
    The moving request has been rejected and will not be processed


Problem

Solution

Process button is not available

Check status, errors

Moving request cannot be processed

First fix validation errors

Not all moving requests visible

Check filters, search criteria and reading permissions

Editing not possible

Processed or rejected move requests are read-only


Why can't I process a moving request?
Because there are validation errors, the status is not correct or you do not have the correct rights.

What happens when I process a move request?

The request is set to "processed," and the customer receives an email notification: configuration template: move-in or move-out processed. The contract is automatically created and approved in Zero Friction, and the customer also receives the welcome email immediately.

Can I adjust a processed moving request?
No. Processed or rejected move requests cannot be modified.

What happens if I reject a moving request?
The request is given the status "rejected," the customer receives a notification, and no contract or meter changes are made. In the configuration template: move-in or move-out rejected

Why don't I see all the move requests?
Check filters, search criteria, permissions and whether you work in the correct organization.


  • Move Request: A request to process a customer's move

  • Move-in: Start of delivery at a service location

  • Relocation: Cessation of delivery at a service location

  • Key Date: The effective date on which the move takes effect

  • Location: The physical location where the delivery takes place

  • Contract: The agreement between customer and supplier

  • Measurement data: Meter readings and meter information linked to the move

  • Quick filter: Preset filter to group moving requests

  • Activity Log: Chronological overview of status changes and system events

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