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Customization at your fingertips :
3 steps to create unique Credit Decisions & Credit Allowance that best fit for your business
Step 1 - Define your customers by type
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example :
add & define these customer types in customer data master & upload to system
VIP Customer
Existing Customer
NEW Customer
Step 2 - Determine customer treatment according to customer types by ratings and assign
suggested allowances against credit remaining amount if needed
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example :
Step 3 - Import assigned Credit Limits / Outstanding Invoices or Total Owing Amount / Pending Sales Orders (if applicable)
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example :
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