Page 78 - Sales Mobility eBook Training Deck

Viewing Credit History in SaM

Before starting a call you can Another way to view
view a customer outstanding customer risk is on the
invoice by select the details customer order info page

tab

Select Credit information Select Credit information

This will show you the This will show you the
customer’s balance, total customer’s balance, total
amount overdue and there amount overdue and there

risk category with CCA risk category with CCA

NOTE: If a Customer has an overdue balance then you cannot place an order for this

Customer. Please contact the Credit Department