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    Credit Approval Process

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    Dustin Deno
    The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

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    Credit Approval Process

    Uploaded by

    Dustin Deno
    32 views1 page
    The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

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    The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    32 views1 page

    Credit Approval Process

    Uploaded by

    Dustin Deno
    The document outlines the process for setting up a new customer as a "suspect" due to insufficient credit references. The sales team would explain to the suspect why their credit was declined and accounting would then accept or decline credit, outlining any limit. If declined, the guidelines would be followed, and if accepted, the status would change to prospect and a quote could be processed.

    Copyright:

    Attribution Non-Commercial (BY-NC)
    Download as PDF, TXT or read online from Scribd
    Flag for inappropriate content
    Download as pdf or txt
    of 1

    Suspect

    RFQ Customer Setup Credit References


    Obtained
    Setup as Suspect At least 3 trade
    in system. references

    Sales explains to Suspect Accounting accepts or declines


    reasons for decline credit and outlines credit limit

    Declined
    See Credit Approval
    Guidelines

    Accepted

    Sales changes status from


    suspect to prospect and
    processes quote..
    Rev Date By:
    - 6/24/10 Dustin Deno

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