how to check if a member is on stop credit before completing a sale n.
Download
Skip this Video
Loading SlideShow in 5 Seconds..
How to check if a Member is on Stop Credit before completing a sale PowerPoint Presentation
Download Presentation
How to check if a Member is on Stop Credit before completing a sale

Loading in 2 Seconds...

play fullscreen
1 / 5

How to check if a Member is on Stop Credit before completing a sale - PowerPoint PPT Presentation


  • 61 Views
  • Uploaded on

How to check if a Member is on Stop Credit before completing a sale. Who needs to check Member Credit Status.

loader
I am the owner, or an agent authorized to act on behalf of the owner, of the copyrighted work described.
capcha
Download Presentation

PowerPoint Slideshow about 'How to check if a Member is on Stop Credit before completing a sale' - zaria


An Image/Link below is provided (as is) to download presentation

Download Policy: Content on the Website is provided to you AS IS for your information and personal use and may not be sold / licensed / shared on other websites without getting consent from its author.While downloading, if for some reason you are not able to download a presentation, the publisher may have deleted the file from their server.


- - - - - - - - - - - - - - - - - - - - - - - - - - E N D - - - - - - - - - - - - - - - - - - - - - - - - - -
Presentation Transcript
who needs to check member credit status
Who needs to check Member Credit Status
  • Capricorn Suppliers running Caplink in Integrated mode do not need to manually check a Member’s Credit Status before attempting to enter an invoice in to their business system, as their business system will check the Member’s Credit Status against the Capricorn Gateway at point of sale and alert the user to any issues.
  • For Capricorn Suppliers using Caplink in Standalone mode, the Supplier should be entering their transactions in to Caplink at point of sale. Caplink will check the Member’s Credit Status and advise of any issues at that time.
  • Suppliers running Caplink in Batch mode are the most susceptible to completing sales to Members on Stop Credit as Caplink is not involved at point of sale.
using caplink to check credit status 1
Using Caplink to check Credit Status - 1
  • After logging in to Caplink check that the date displayed under “Last Member Update” is within one business day of the current date. Note:

If the date is more than one business day old, press “SEND / RECEIVE” and restart Caplink. If the date is still more than one business day old contact support for assistance.

  • Press the “SEARCH” button in the top left hand corner of the window.
using caplink to check credit status 2
Using Caplink to check Credit Status - 2
  • 2) Enter the Member’s Capricorn number, or a fragment of their company name, press “Search”, and the results will be displayed underneath. Members in red are on stop credit, while those in white are in good standing.
things to consider when checking credit status
Things to consider when checking credit status
  • For Suppliers in Batch mode, checking the Credit Status of each Member is not enough if the Supplier does not export the batch from their Business System to Caplink at COB every day. There’s nothing to prevent a Member from going on Stop Credit overnight and thus being rejected by Caplink when the batch containing their transactions is finally processed.
  • In the same vein, Standalone Suppliers should enter all their transactions in to Caplink at point of sale to preclude any problems with a Member going on Stop Credit between the time of sale and time of processing.