MANAGE CUSTOMER CREDIT RATINGS

Use this screen to set up the credit rating codes and descriptions that your company assigns to customers. These codes and descriptions identify the credit worthiness or credit strength of your customers. You may want to use the same rating code that your rating service uses.

You must enter credit rating codes and description in this screen before you set up the customer tables on the Manage Customers screen.

When you delete a rating code, any customer with that rating code will then have a blank rating. When you change a rating code, any customer who has that code will change to the new code.
Location

Rating Code

Enter a code that best identifies the rating description. You may want to use the same rating codes that your rating service uses. These codes are used in the customer table for information purposes. They are also helpful when you use report writers to select and sort information.

Rating Description

Enter a short description that helps when you select the proper rating code for a customer.