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Customer Credit Applications In NetSuite
Hello all, we currently have a (manual) method for customers to switch from prepaid to invoicing terms. It involves scoring them based on provided data, our research, and prior purchase history. This score then determines their credit limit. While there are some subjective elements, most of it is data-driven. The basics are, customers send us a PDF form, we verify the information, check references, check history with them, and then forward it for approval. However, this process isn't always consistently followed and creates challenges. I believe we can streamline and automate most of this within NetSuite to remove friction and
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