Customer credit request document
Customer credit request document is established to managing customer credit requests for particular products, and financial management concern.
Customer credit request document is prepared and maintained for recording information of customer request for credit amount against purchased materials due to some reasons, the records are maintained for the requests of customer due to materials returns, quality concern issues or any other issues that customer returned materials, repair sold materials or any other reasons, and due to the materials concern expenses the customer is request for refund the materials against described issues in customer credit request format. The customer credit requests are conducted by marketing department, when any customer having a any issues with the materials and returned or repaired materials that customer is sending request letter or application for the credit amount as issues and expenses are done for the particular product or batch, that all incoming requests are received by marketing teams and proceed for further requirements. Generally marketing team is sending the issue details to quality teams and production as issue concern.
The marketing team is refer the information collected from customers and discuss with management for the further actions, on base of the information, reviews of the materials which is rejected, repaired or any other issues are describe in the credit request document are managed accordingly, and on base of the document and visits, visual inspection of the materials or by third party communication and inspection management is determine further actions on the request. See picture below given as example format used for customer credit request, below form given for education purpose only:
Credit request forms is format that used for collecting customer credit request information, identify reasons for the credit requests and issues that facing customer at its end with supplied materials for particular product or size. The management is reviews information from various fields and determines actions on the request that can be information of customer credit the amount, replace materials or any other ways short the issues accordingly.
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Credit request form
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