Setting Up Credit Review Methods

Setting Up Credit Review Methods

Overview  

This video will show you how to set up the methods you want to use to credit review your customers. A step by step guide can be found below the video.


Steps 

  1. In System Setup, open System Data.
  2. Double click on the Credit Review Method line to open the table.
  3. Enter Edit mode.
  4. Use the New button to add a new Credit Review Method.
  5. Save the screen.


    • Related Articles

    • Khaos Control Cloud Initial Setup Guide - System Values - Sales Tab

      Overview This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...

    • Khaos Control Cloud Setup Guide

      Introduction to the Setup for Khaos Control Cloud This setup guide is designed to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your mouse ...

    • Configuring Purchasing Settings in System Values

      Overview This video explains how to use System values to control how the purchasing functionality works in the system. There are step by step instructions below the video. Steps Go to [System Setup | System Values | Purchasing]. Click Edit. Set the ...

    • Khaos Control Cloud Initial Setup Guide - System Values - Purchasing Tab

      Overview This setup guide is designed to work alongside the training you undertake to help you set up your Khaos Control Cloud for your business. There are tooltips available to describe each option within the application itself, just hover your ...

    • Khaos Control Cloud Setup Guide - System Data - Credit Review Method

      Overview This page is intended to compliment the training you undertake to help you set up your Khaos Control Cloud for your business. The Help menu is also available by clicking on the yellow question mark button in the top right of your screen or ...