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.