Filed description credit control

1. Mark the credit control in the navigator

 

2. Select the right customer in the list and mark the customer.

 

3. Information about the customer is displayed.

 

4. Select Result: <Credit accepted>, <Credit refused> or <Credit delayed>.

 

• If  <Credit accepted> is selected, a new screen is displayed where you can set the customer terms. Add the terms and sort groups and press OK.

• If  <Credit refused> is selected, the customer will be taken of the list.

• If <Credit delayed> is selected, the customer will stay in the list for later approval.

 

Field name	Description
Name	Name of the customer
Address	Customer address
Post	Postal code and area
Tlf./Fax	Phone- and fax number
Adr.type	Address type (Invoice, delivery etc.)
Country	In which country is the address
Org.no	Organization number
Customer no	Customer number
Revenue	The customers revenue
Established	The year the customer was established

 

Buttons:

	Press this button if the customer is credit accepted (He will change status from Prospect to Customer.)
	Press this button if the customer's credit is refused (He will change status from Prospect to Credit not accepted)
	Press this button if the credit control should be delayed

Remember! First when a salesperson creates an offer (Sales project) for a prospect customer, he will automatically be added to the credit control list.