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Credit Analysis and Loyalty Linha Microsiga Protheus - Inglês > Credit Analysis and Loyalty-sigacrd_crd.htm > master_grande.png

The Credit Analysis and Loyalty environment is defined as an important tool to assist the sale management, by means of credit analysis of individuals and legal entities.

Based on the information provided in the customer file, the service in the department in charge of the credit evaluation and creditworthiness can be sped. By this strategy adopted, the system can be kept more strict or more flexible, which allows owning bigger or smaller risks on the credit operation.

The act of selling credit implies unknown risk and trust, which does not define the making of a good or bad.

The risk is something constantly present in out lives and business, and it is up to us to administrate it as best as possible. This way, this environment makes this need feasible, in order to help making decisions of credit operation.

In order to understand the nomenclatures used during this help Glossary.

This environment allows the registration and control of all stages involving the customer's credit evaluation, with the main characteristics:

•	Register customers, entering:

•	Occupation

•	Kinship Level

•	Dependants

•	Personal, professional, card and banking references

•	List of documents delivered

•	Define safety log of information

•	Register stations/ sale spots

•	Register financial administrators

•	Register document types

•	Register banks

•	Register cards

•	Cards Configuration

•	Sending and receiving of file of cards

•	Register social, economic and cultural questionnaire

•	Register scripts for:

•	Credit limit

•	Credit Analysis

•	Identification of Stores

•

Queries

•	Customer classification

•

Logs

•

Monitor

•	Sales Processes

•	Financed sale

•	Credit Blockage/Release

•	Credit system line

•	Integration with Store Front routines

•	Credit Limit

•	Installment Statement

•	Send customer to credit system

•	Measure line time

•	Bill Collection

•	Integration with environments:

•	Control of Stores

•	Front Store

Linha Microsiga Protheus - Inglês > Credit Analysis and Loyalty-sigacrd_crd.htm > help_button.zoom40.gif Tip:

You can perform sales from the Assisted Sales, Point of Sales and Telesales interfaces integrated to environment Credit Analysis and Loyalty through the configuration of IP (Internet Protocol) of the Web Services. provider.

The IP configuration can be made by means of:

•	Station registration (when load balance is not used)

•	Mp8Srv.ini (or TotvsAppServer.ini in P10)