Main
Screen
Credit
CruncherŽ uses a simple menu system for navigating the program.
Some of the main areas of the program include:
NEW
ENTRIES and PENDING ENTRIES. This is where you
enter information on customers that the program uses to recommend
credit limits.
SETUP
MENU. On this screen, you enter your company name, address,
phones, fax and e-mail address. You may also include an image
of your logo. This information shows up on the credit applications,
bank verifications and trade verifications. You also have
the ability to set up 'File Groups' from this screen if you
choose.
The FORMS
MENU is where you can print credit applications, bank
verifications and trade verifications. Credit applications
and trade verifications can also be sent by e-mail. The credit
application included has been used by many national credit
managers for years and includes contract language and a personal
guarantee. It also includes an authorization to release information,
which most banks will require when sending them verifications.
The RECORDS
screen shows information on existing customers. It also includes
a notes screen, a place to add or change address and phone
information, and a re-evaluation button used to re-determine
a line of credit. If you should find a customer that you feel
should be placed for collection, this screen also includes
an on-screen placement form used to e-mail accounts in to
Interregional Credit Systems, Inc.
The UTILITIES
menu has a statistics screen that will show you the number
of customers, average credit limit and oldest date entered
by file group. There is also a help screen (which you can
also access at any time from the menu bar at the top of the
screen) and a screen that provides you with information on
how to contact us, including a link to our web site and e-mail
address.
Click
HERE to view the Main Screen full size.
Return
to the SAMPLES page to see other areas of Credit CruncherŽ.
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