Introduction

New customers that are entered in the customer registry will automatically receive the status prospect. Before they become customers, they must go through a credit approval.  When a salesman establishes a Sales Project/offer with a customer with the ’prospect’ status, this customer will automatically be prepared for credit approval, and the salesman will not be able to generate orders in the finance accounting system before the customer has been approved.

 

This function can be controlled via the Evatic Admin program, meaning turned off/on.  If credit approval is not necessary, new customers will automatically receive the status Customer.