Credit applications and credit checks for trade accounts

Elements

The pieces this function usually contains in a large organisation:

• Application form
• Reference or bureau check record
• Approval with limit
• Review dates

Catalog items that already cover part of it

• Customer credit limit CRM-0010

What is not described

credit applications, reference checks and review dates.

Classification

Status

Present partially

Fit

Element candidate

Suggested module

CRM: Customers & Relationships

Suggested attributes

Pro; priority Optional; always offline. Starting points only.

Cluster

Second-pass additions: assisted selling, counters and miscellaneous

Public excerpts

S04

Archetypes and companies

Home improvement and building-supply retail; Foodservice and broadline wholesale distribution; Auto dealers, parts retail and service; Equipment makers with dealer networks; Telecom, cable and device retail; Staffing, facilities and outsourcing.

Example companies in these archetypes: Home Depot, Lowe's, Menards, SRS Distribution, Sysco, US Foods, Performance Food Group, McLane, Core-Mark, C&S Wholesale, Ford and GM dealer networks, AutoNation. These come from general knowledge unless a source code is shown on the archetype page; it is not a statement that each company runs every element, and it implies no relationship.

Closest industry pages

• Home improvement and hardware stores
• Furniture and home furnishings
• Wholesale food and grocery
• Wholesale: diversified, building and industrial supplies
• Wholesale electronics, office and technology distribution
• Motor vehicle and parts dealers
• Auto service, repair and car wash
• Motor vehicles and parts manufacturing
• Industrial machinery and equipment
• Equipment rental and leasing

Previous: Alterations, tailoring and repair. Next: Suggested add-ons and upsell prompts at checkout.

Status is a hand review against catalog names and descriptions and can be wrong. See the method.