Once a customer is assigned to the sale, the system will determine whether or not the customer requires a Credit Check.
If the system determines that a Credit Check is not required then wizard will end and the user will be allowed to continue with the sale.
If the system determines that a Credit Check is required then the Credit Check window is displayed.
The Credit Check window displays two options:
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override the system and skip the credit check, or
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perform the credit check by filling in the required information and click submit.
In either case the deposit evaluation determines if, and how much, is required for a deposit.
See also