Any admin/ manager user can approve or decline a trade account application. 

You can easily view and access applications pending review from the Home Dashboard - top left hand square panel. Just click on any business name of a company to view the application & then click on Review application button to start reviewing/ checking the data the applicant has submitted. Once you have reviewed the data you can click on Yes or No at the bottom right hand side of the Review application page to start the approval. 

  • If you click on Yes - you will be presented with the page to edit the credit limit customer has requested, apply optional trade discount & by clicking on 'send acceptance' button an email is sent to the customer stating their application is approved with a link to view and download more details namely the approved monthly credit limit and view/ download access to the PDF copy of the contract.
  • If you click on No - the customer will is sent an automated email to inform them