We currently use National Accounts to process Cash Receipts and it works well.
However, I notice that in a Customer Tracker there is a National Account Credit Tab, but when I go here nothing is populated.
I’m wondering if anyone uses this and if it is beneficial when looking at your customer’s credit.
National accounts is useful, when you have customers owned by same group of company. You can link all these customers under national account and control one limit for all. This tab populates data accordingly.
I am not so worried about credit for a company, however we sell to electrical distributors, there are about 10-12 under one umbrella company and I want to link these. This would be the only segment (at this time) that would use national accounts. If I created this with ALPHA as the code would I be limited to only ALPHA at the comp config level. I just feel like I am totally missing something. I also want ANY of the customers within this umbrella company ALPHA that issue a check to pay for anyone else associated with ALPHA…I am not dumb, but trying to get this nailed down has been a challenge.
National Accounts/Credit Groups etc, have some issues currently.
I would advise you find someone who knows what they are and have a long
conversation on them.
That person is not me, but I can tell you some parts of it are broken. Buyer beware.