Credit, Risk, E-Document and Financial Reconciliation
Balance sales speed with customer risk, legal documentation requirements, and centralized financial control.
Field sales representatives must have up-to-date information regarding a customer's credit limit, overdue debt, or sales blocks. Risky transactions should be stopped or restricted according to defined authorization and approval rules.
Invoices, delivery notes, receipts, and other financial documents must be created in accordance with the electronic document and financial device regulations of the relevant country.
Credit checks
Total credit limit
Used and available limit
Overdue debt
Open order and delivery risk
Collateral and risk class
Authorized limit exceedance approval
E-document processes
Document type and scenario
Customer tax and address information
Document number and date
Offline or emergency rules
Centralized dispatch and status tracking
Rejection, cancellation, and correction.
Digital archiving and client delivery.
Financial reconciliation
Mobile sales and ERP sales record
Collection via payment provider or bank
Cash and physical delivery.
Document and tax or e-document platform
Vehicle inventory, costs, and sales.
Refund with return
Exception management
In cases of connection errors, document rejection, payment pending, or suspected duplicate transactions, records should not be deleted; they should be monitored with an open status, a responsible team, and a solution step.
Don't leave mobile financial transactions to the pace of the field; make credit, document, and reconciliation checks a natural part of the process.