Better Credit Management
Business Requirement:
To provide timely information about customer purchases and credit status throughout the customer service and delivery cycle. So customer service and delivery personnel have the information they need to maintain company policies regarding how credit status affects deliveries and to accurately communicate and resolve credit issues to customers.
Solution:
Delivery Management
tightly integrates with your accounts receivable system and our
Mobile PDA based vehicle computing system to provide timely credit status information where needed by customer
service and delivery personnel. This allows retail personnel to have accurate credit status with in
when reviewing delivery schedules, contacting customers and making the best decisions about customer credit issues that might
affect a delivery. When customer credit status changes or special arrangements are made with the customer this information is
easily added or updated on screen within the
delivery list so relevant status and delivery instructions are communicated to the driver within their
Mobile shift when arriving at the delivery location. The driver can also open a customer service case within
Mobile to communicate
any issues back to customer service either during delivery or when the shift is done.
Credit status comes into from the clients
accounting system automatically and the credit status for all open orders. Special rules can be implemented to evaluate credit
information from your accounts receivable system and determine how that affects deliveries, and is communicated to retail personnel.
This information can then be reviewed and augmented within the
live 90 day Delivery List and the customer can be evaluated well ahead of any scheduled deliveries that may be affected by credit status.
Credit status flows full circle in a timely fashion from AR to customer service to delivery personnel and back.
Automated collection of delivery quantities and bobtail meter registers with in
Mobile coupled with accurate usage information from tank monitors provides the needed backup information to
resolve customer disputes of usage and delivery quantities.
Impact:
Timely, automated collection, update and communication of credit information reduces errors, makes sure deliveries are only made to customers who can pay, avoids disputes and the time required to resolve them and provides a higher confidence level that customers and their credit are being treated fairly.
