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User Manual Complaints module Version 1.0 · Stable

Complaints manual

The Complaints module centralizes the collection and resolution of complaints. It covers three registers — customers, sales reps and field sellers — each with its own nature, type, attachments and a status cycle from filing to closure.

3
Registers
5
Standard statuses
6
Statistic cards
5
Photos per record
1

Overview

A complaint is a grievance recorded by an actor in your sales network. Swifto distinguishes three registers based on who raises the complaint; each has its own list, but shares the same nature / type mechanism, the same attachments (photos) and the same status cycle.

Customers

Complaints raised on behalf of a customer (outlet, company). The most used register.

Sales reps

Complaints raised by/about a sales rep from the field team.

Field sellers

Complaints related to a field seller (route, delivery, parcel condition).

Business goal

Track every grievance, assign it, handle it and measure final satisfaction — turning a complaint into a loyalty opportunity and feeding the quality dashboards.

2

Access and navigation

Left-hand side menu: Complaints → choose the register (Customer complaints, Sales rep or Field seller). A count of unread complaints is displayed in the top bar.

Swifto ERP — Complaints menu
Global dashboard
Complaints
Complaints Dashboard
Customer complaints
Sales rep complaints
Field seller complaints
Settings
Sales
Need help? Click here...
The list of complaints for the chosen register opens on the right after the click.

Notification badge — the 71 pill in the top bar totals the pending customer, sales rep and field seller complaints.

Configuration — the Settings submenu gives access to complaint Types, Natures and Workflows (section 7).

3

Customer complaints

The page displays six statistic cards (smiley) at the top summarizing the breakdown by status, followed by the paginated list. Each row leads to the details and handling.

Complaints › Customer complaints
Global dashboard
Complaints
Complaints Dashboard
Customer complaints
Sales rep complaints
Field seller complaints
Settings
7112 Mme Sonia TRABELSI
Need help? Click here...
Customer complaints
New Search
214
Total
😠
37
New complaint
😐
52
Handling in progress
🙂
88
Handled & closed
😄
29
Satisfied
😟
8
Not satisfied
StatusTypeNatureCustomerSales repDate
😠New complaint...Product qualityDefective productSOCIÉTÉ EL MAZRAAMouadh BEN AZIZA08/06/2026
😐Handling in progress...DeliveryLate deliveryÉPICERIE DAR CHAÂBANEAyadi ORABI05/06/2026
🙂Handled & closed...InvoicingPrice errorSUPÉRETTE LE BON COINMouadh BEN AZIZA29/05/2026
😄Satisfied...After-salesExchange requestCAFÉ DELICE SOUSSEAyadi ORABI22/05/2026

Statistic cards (status · color · smiley)

CardSmileyCorresponding statusColor
TotalAll complaints in the registerIndigo #7366fe
New complaint😠Not yet handled (status 0)Red #bf1e2e
Handling in progress😐Now being handled (status 1)Orange #e3771f
Handled & closed🙂Resolution provided (status 2)Apple green #9bbf00
Satisfied😄Customer satisfied with the response (status 3)Green #2e9b1f
Not satisfied😟Response deemed insufficient (status 4)Blue #14418c

Table columns

ColumnDescription
SmileyStatus icon (instant read of the status).
StatusStatus label (or workflow step if the nature uses one).
Complaint typeFamily (Product quality, Delivery, Invoicing, After-sales…).
Complaint naturePrecise reason attached to the type.
CustomerCustomer affected by the complaint.
Sales repUser who entered / is following up the complaint.
DateDate the complaint was filed.
DomainDisplayed only in multi-domain companies.

Filter & search

Each column can be filtered directly, and the Search button lets you target by type, nature, customer and period (start date / end date).

4

Sales rep complaints

Register dedicated to complaints about a sales rep. Same smiley statistic cards and the same status cycle as the customer register; the Customer column is replaced by the targeted sales rep.

Complaints › Sales rep complaints
46
Total
😠
9
New complaint
😐
11
Handling in progress
🙂
21
Handled & closed
😄
4
Satisfied
😟
1
Not satisfied
StatusTypeNatureSales repDate
😠New complaint...BehaviorRoute delayAyadi ORABI07/06/2026
😐Handling in progress...ReportingMissing reportMouadh BEN AZIZA03/06/2026

Useful for field management: track a sales rep's deviations in behavior, reporting or route compliance, and trace the follow-up to compliance.

5

Field seller complaints

Register dedicated to complaints about a field seller (route, parcel condition, punctuality). The actor column displays the field seller; the rest of the screen is identical to the other two registers.

Complaints › Field seller complaints
33
Total
😠
6
New complaint
😐
7
Handling in progress
🙂
16
Handled & closed
😄
3
Satisfied
😟
1
Not satisfied
StatusTypeNatureField sellerDate
😠New complaint...DeliveryDamaged parcelHatem GHARBI06/06/2026
🙂Handled & closed...PunctualityDelivery outside windowSlim JAZIRI31/05/2026

Three registers, one engine — customers, sales reps and field sellers share the same entry form, the same smiley cards and the same status cycle. Only the actor targeted by the complaint changes.

6

Create a complaint

Click New. Select the type then the nature (the nature dynamically filters the displayed fields), the actor (customer / sales rep / field seller), write the message and attach up to 5 photos.

New customer complaint
Customer complaint
Product quality
Defective product
CLT012 — SOCIÉTÉ EL MAZRAA
467802 - MODULE SMART SUPERVISOR
The module received has a display defect on the screen. Requesting replacement under warranty.

Form fields

FieldRoleRequired
Complaint typeComplaint family; drives the list of natures.
Complaint naturePrecise reason; triggers the display of the Item, Invoice, Photos fields depending on its configuration.
Customer / Sales rep / Field sellerActor concerned (depending on the register), searched by autocomplete.
ItemDisplayed if the nature is linked to an item.Conditional
Invoice / DomainDisplayed if the nature is linked to an invoice (domain in multi-domain setups).Conditional
MessageDescription of the complaint (up to 500 characters).
Photos (1 to 5)Image attachments (gif / jpg / png), displayed if the nature allows it.Optional

Dynamic fields

The form adapts to the chosen nature: depending on its configuration, it shows or hides the Item, Invoice fields and the Photos block. No need to fill in everything — only the relevant fields appear.

7

Handle & status

From the details of a complaint View, the agent switches to Edit to move the status forward and enter a response to the customer. The photo gallery and the original message remain read-only.

The 5 standard statuses

CodeStatusMeaning
0New complaintFiled, not yet taken in hand.
1Handling in progressAssigned and being resolved.
2Handled & closedResponse provided, case closed.
3SatisfiedThe complainant confirms their satisfaction.
4Not satisfiedThe response did not satisfy the complainant.

Custom workflow (advanced)

A nature can be linked to a dedicated workflow (configured under Complaints → Settings). The complaint then follows named steps specific to your organization, and the Status column shows the workflow step instead of the 5 standard statuses. Each step can be assigned to a specific responsible.

8

Workflow (diagram)

From filing to resolution: Filing → Assignment → Handling → Resolution / Closure, with a final satisfaction measurement.

flowchart LR
  A([Complaint filed]):::s --> B[New complaint]:::ko
  B -->|assignment| C[Handling in progress]:::w
  C -->|response| D[Handled & closed]:::p
  D --> E([Satisfied]):::ok
  D --> F([Not satisfied]):::ko
  F -.->|reopening| C
  classDef s fill:#F5F3FF,stroke:#8B5CF6,color:#5B21B6;
  classDef w fill:#FEF3C7,stroke:#F59E0B,color:#92400E;
  classDef p fill:#f3f1ff,stroke:#7366fe,color:#1f1c3d;
  classDef ok fill:#D1FAE5,stroke:#10B981,color:#065F46;
  classDef ko fill:#FEE2E2,stroke:#EF4444,color:#991B1B;

The Complaints dashboard aggregates these statuses (by month, by type, by nature, by customer, by sales rep) to steer service quality.

9

Business rules

Type → Nature — each complaint is classified by a type (family) then by a nature (precise reason); the nature drives the displayed fields (item, invoice, photos) and any workflow.

Controlled editing — a complaint already closed (status ≥ 2) can no longer be edited in standard mode; in workflow mode, only the responsible for the current step can move it forward.

Response to the complainant — the Response field keeps the solution provided and accompanies closure, in order to measure satisfaction (Satisfied / Not satisfied statuses).

Attachments — up to 5 photos (gif / jpg / png) per record, kept and viewable in the details gallery throughout handling.

10

Roles & permissions

ActionSupport agentSales repManagerAdmin
View
Create a complaint
Handle / change status
Configure types / natures / workflow
Delete

Indicative matrix — depends on the GReclamation privileges (creation, modification, deletion) defined in your company's profiles.

11

FAQ & real scenario

The Item (or Invoice) field isn't showing?

It depends on the chosen nature. Select a nature configured to require an item or an invoice, and the field will appear.

Why can't I edit a complaint?

It is probably closed, or — in workflow mode — its current step is assigned to a different responsible than you.

Tip — standardized statuses

Reserve the Satisfied / Not satisfied statuses for a confirmed response from the complainant: they feed your service-quality indicators.

Real scenario — Defective product at a customer

  1. 1
    Filing — Sonia (support) creates a customer complaint: type Product quality, nature Defective product, customer SOCIÉTÉ EL MAZRAA, item Module Smart Supervisor, message + 2 photos. Status: New complaint 😠.
  2. 2
    Assignment — the manager opens the details and moves the status to Handling in progress 😐.
  3. 3
    Resolution — the after-sales team arranges the exchange, enters the response and closes it: Handled & closed 🙂.
  4. 4
    Satisfaction — the customer confirms receipt of the replacement product: final status Satisfied 😄. The complaint feeds that month's quality dashboard.
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Swifto ERP · Complaints module · User Manual v1.0

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