5.5 Credit Analysis - Trading Operations Details

Detailed information about the Trading Operations Details tile in Credit Analysis Data segment.

The Trading Operations Details tile allows you to add and analyze details about your customer prospect’s trading operations.

1. Click Enrich in the Trading Operations Details tile.
   The Trading Operations Details window is displayed.

   Figure 5-15 Trading Operations Details

   

Adding Trading Operations Details

2. Select the customer prospect trading Operation Type. The options available are: Manufacturing, Trading, and Services.

Top Products

For information on fields in the Top Products screen, refer the below tables.Detailed information.

Table 5-6 Top Products

Fields	Description
Product / Service	Specify the name of top Product / Service provided by the customer prospect.
Approximate Sales Contribution	Specify the Approximate Sales Contribution (amount) by the mentioned product / service.
% of Sales Contribution	Specify the % of Sales Contribution by the mentioned product / service.

3. Click Add. The details are added and displayed at the right side as shown below:

   Figure 5-16 Trading Operations Details

   
4. To update or delete the added details, select the record from the right side. The system displays the Update and Delete buttons as shown below:

   Figure 5-17 Trading Operations Details

   
5. Click the required button.

Contribution by Region

6. To add region-wise contribution details, expand the Contribution by Region section.

   Figure 5-18 Trading Operations Details

   

   For information on fields in the Trading Operations Details screen, refer the below tables.Detailed information.

   Table 5-7 Trading Operations Details

   Fields	Description
   Year	Select the Year for which the sales contribution details are to be added.
   Region	Specify the Region for which the sales contribution details are to be added.
   Approximate Sales Contribution	Specify the Approximate Sales Contribution (amount) identified in the mentioned region.
   Sales Contribution	Specify the % of Sales Contribution identified in the mentioned region.

7. Click Add. The details are added and displayed at the right side as shown below:

   Figure 5-19 Trading Operations Details

   
8. To update or delete the added details, select the record from the right side. The system displays the Update and Delete buttons as shown below:

   Figure 5-20 Trading Operations Details

   
9. Click the required button.

Analyzing Trading Operations Details

10. To analyze the trading operations details, click Next in the Trading Operations Details page.
    The Analysis page is displayed.

    Figure 5-21 Analysis

    
11. Select answer for all the questions. A score is generated for the customer prospect’s trading opeartions based on the selected answers.

    Note:

    To view the next question, use right arrow at the side of the Analysis page.
12. Click Next.
    The Comments page is displayed.

    Figure 5-22 Comments

    

    For information on fields in the Comments screen, refer the below tables.Detailed information.

    Table 5-8 Comments

    Fields	Description
    Comments	Type the overall Comments for the trading operations Analysis.
    Post	Click Post. Comments are posted below the Comments box.
    Save & Close	Click Save & Close.

    The details are updated and displayed in the Trading Operations tile as shown below.

    Figure 5-23 Trading Operations

    

    In the above tile, you can filter the trading operation details by selecting required option from the drop down list at top left corner. The options available for selection are: Top Products and Contribution by Region.