A/R 402 Run a Customer Credit Report

        How to Run a Credit Report in NACM
    Please note we do not pull any credit with 0 trade lines on NACM
     We would contact references instead of pulling credit

1. You will receive a credit application either in your email or tasks. Download the application to your computer. 
2. Go to Sales>Customer and search for the name of the customer. Open the customer card.
3. Click EDIT in the top left corner.
4. Click on the credit documents Tab
5. Upload the credit application to the Customer Card.
6. Go to tasks and attach the following information: Date, Customer Business Name,  Desired credit limit. 
7. Navigate to https://nacmint.cicnetwork.com/memberside-angular/login
8. The Username is 4420, the operators’ initials are your Initials. You can get the password from the accounting department. 
9. One you have signed in you will hit the national trade credit report button in the bottom left corner.
10. You will then be taken to this page:
11. Search by the business name and state
12. When you find the correct business, you will see something like this: 

Trade Lines here shows 7. The more TL we have the better the report will be. Do not run reports if there is a 0 in the TL section. 

Click on the customer and click yes

14. A report will now be created.  We are interested in the overall risk score 1 or 2 is low risk. 

15. Download the report. Repeat steps 2-4 to attach this report to the customer card.  Log a note on the customer card including the risk level on the attached report.
16. Update the credit app task to include risk level on report.
17. Message Roger Boyd, who will have the final say on what terms and limits we give the customer.