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  2. Bectran User Guide

Bectran User Guide

Getting Started

  • How to Reset Password?
  • I have signed up, how do I set up my account?
  • My account is set up, what next?
  • How to turn on/off email notices?
  • Managing the credit request process– How to?

The Credit Application

  • Credit Application Link
  • Completing the Credit Application
  • Customization: Interface, Content, Multiple Links

Credit Decision Support/Workflow

  • How do I approve credit?
  • Credit Decision Options
  • How can I remove an application?
  • Removing Existing Approving Officer.
  • Bectran Credit Scoring Setup

Credit Documents Management

  • Documents for Upload
  • Documents Receipt Tracking
  • Documents Requiring Signature

Electronic Credit Reference

  • Industry/Trade Groups Credit Information
  • Selective Reference Processing
  • References FAQ

Existing Customer Credit Reviews

  • Performing Scheduled Account Reviews on Existing Customers
  • Performing Credit Adjustment Reviews on Existing Customers Within Bectran

Reporting

  • Performance and Management Reports
  • Tax Exempt Certificate Management
  • Credit Review Reporting
  • Additional Key Reports

Account Setup Quick Reference

  • Add or Edit User in Bectran
  • Organization
  • Bectran Credit Policy Setup

Enterprise Integration

  • Integration Technology Overview
  • Development Process/Requirements
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