Bectran User Guide

Getting Started

• Add or Edit User in Bectran
• How to Reset Password?

The Credit Application

• Credit Application Link
• Completing the Credit Application

Credit Decision Support/Workflow

• Credit Decision Options
• Bectran Credit Scoring Setup

Credit Documents Management

• 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

• Tax Exempt Certificate Management
• Additional Key Reports

Account Setup Quick Reference

• Organization
• Bectran Credit Policy Setup

Enterprise Integration

• Integration Technology Overview