Bectran’s Customer Pages have been redesigned to simplify the user experience and focus on what our customers value most. You will notice that the previously existing panels have now been moved into tabs on the left for ease of accessibility and better organization of information.

The customer pages below and associated pages will be visible to users based on their subscription packages. These changes will impact the Credit Customer Page and the AR Customer Page.

Please Note: These changes are only applicable when viewing a customer within the Credit or AR Module. You will still see the same menu and navigation tabs if you are not within the customer home screen.

Credit Customer Page

Before

After

The new tabs for the credit customer page will be:

An explanation of each of the tabs is listed below.

Account Summary

This page will now contain the account summary information for the customer:

Recent Requests

This page will now list the recent requests for the customer:

Incomplete Apps

This page will now list the incomplete applications for the customer:

Financials

This page will list the financial statement history for the customer:

AR Customer Page

Before

After

The new tabs for the AR customer page will be:

An explanation of each of the tabs is listed below.

Account Summary

This page will now have the main panels for AR Rating, Invoices/Payments and actions on the customer account:

Actions will now appear as collapsible menus:

Contacts

This page will now contain the business address & contacts for the customer:

Credit/Job Requests

This page will now contain the recent credit/job requests for the customer:

Related Companies

This page will now contain companies linked manually by the AR Users:

Collateral Mgt

This page will now contain the collateral summary for the customer:

Other Info

This page will contain additional business information and miscellaneous data for the customer: