Organization

All the Organization set up tasks are one-time activity but can be adjusted from time to time as the need arises.

Company

• The name and contact information of your company which is displayed on your credit application form.

Business Group

• Each entity in your company that has different terms on the credit application or different credit application form is a business group for credit management purpose. Use the Business Group feature to:
1. Create entities within your company with different terms and credit administration policies.
2. Customize your credit application with additional fields

Credit Application Link

• Your custom credit application link is located here.  This is unique to your company and each business group that you operate.

Custom Credit Application

• This is where you customize the credit application for a single business or multiple business groups within your company. You can also add new content to your credit application.

Trade Group

• Use the trade group feature to set up trade associations that provide credit information on your customers.

Message Template

• The message template gives you flexibility to change the contents (salutation, message and sender information) of the system generated letters.  Please reach out to your Platform Services Specialist for assistance setting these up.