Credit Risk Management

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Credit Risk Management

ERP solution, ERP software

Integrating with Receivables, Sage Evolution Credit Risk Management helps you manage your customer credit risk through a step-by-step process. Your customer will complete a credit risk application form in order for you to assess his/her potential credit-worthiness before granting them any credit.  It will generate the credit application form and run the data through a scoring system giving you a credit-worthiness result on your potential customer. A passing score will see a new account being opened. A failing score will request guarantees or security against granting credit. 

It will also generate standard legal documentation based on the type of business you are operating. The following documentation, amongst others, is included:

    • Terms and conditions of sale.
    • Credit application forms.
    • Both ‘soft’ and ‘final’ demand letters.
    • Power of attorney forms.

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"Software4Business customised our Sage Evolution system, giving us full ERP functionality and complete control of every aspect" - NA Glass Pty Ltd.

We Are Here To Help


We know that you do not always have time to do your own work as well as Sage Evolution configuration, training and troubleshooting. Evolution might be user-friendly but being an administrator takes a bit more than what meets the eye. We know, and we dedicated thousands of hours learning the ins-and-outs. We know the front-end, back-end, programming code and triggers inside out. We can help you, that is what we are here for.

Strategic Reporting

We know you want to see income statements, balance sheets, make sure the TB balance and keep an eye on those ageings totals, but what if you need something more. Something like KPIs for your warehouse staff, or a monthly sales report that gives you budgets per customer and GL account. What if you want to segment your reps and products. How do you do that? We use our "secret" weapons combined with Excel-based reporting. Impossible becomes strategic.

Years Of Experience


With over 40+ years combined IT experience and 30 years with Sage, you can be sure to get the right solution, with the right answers and years of "know-how". Our experience shows in the lists of prestigious customers we have helped over the years. We can also help you. Martin Luther King, Jr. said that knowledge gives man power; We are adding this "without experience you have little control"

Ready When You Are


We would love to meet you and see how our solutions can help you "take back control". A meeting, demonstration or support with any of our highly skilled Sage Evolution consultants can be arranged.

 

 

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