Field Value

1 Industry Type Steel/Pharma

2 customer group Jindal,Reliance
3 Sector Pvt ,Gov, SemiGovt, Individual ,firm.
4 Is CHA , Is Business Associates , SubContractor
5 Billing formats
6 Customer Category (Service Tax Category Handling )
7 Groping Operational /Non Operational
8 Booking Plant
9 CIN detail
10 Customer Introduced by our employee, Agent, Third Party
11 Is One time Customer
12 Consignor/SoldToParty Location Type Plant , depot/warehouse , Port , Miens , Rail
Consignee Location Type Plant , depot/warehouse , Retail Shop , Port, Rail
c. If Plant
13 Customer Hierarchy
14 Customer rating
a. Business Profitability
b. Business Growth Category
c. Credit Risk Category
d. Professional Management
e. Process Maturity
f. Business History :-Establish from
g. Progressive Business Model
h. Group Credibility Rating
i.
i. Payment Promtness Record
j. Issue of Formal work order
k. Accounts confirmation
i.
ii.
l. Claim / On Account payment detail
i.
ii.
iii.
iv.
Pvt ,Gov, SemiGovt, Individual ,firm.
Plant , depot/warehouse , Port , Miens , Rail
Plant , depot/warehouse , Retail Shop , Port, Rail
key Output and Key Input Annual Qty.
Customer Credit limit
Excellent
Good
Avg
Poor
High
Medium
Low
Professional
Unprofessional
Excellent
Good
Avg
5 yr
5 to 10 yr.
10 to 20 Yr.
More than 20 yr.
Excellent
Good
Avg,
Poor
Rating A: No Fund Problem i.e Average debtor days+Billing time lag- Contractual Period is <15days
Rating B+ : Moderate Fund Problem : Average debtor days+Billing time lag- Contractual Period is <30 days but >15 days .
Rating B- : Acute Fund Problem : Average debtor days + billing time lag -contractual period is > 30 days but <90days
RatingC : Average debtor days + billing time lag -contractual period is > 90 days.
Yes
No
Yes
No
Rating A : Follow All 3 parameters
Rating B+: Follow 2 out of the 3 parameters
Rating B- : Follow 1 out of the 3 parameters
Rating C : Do not follow any of the above parameters.
Rating B+ : Moderate Fund Problem : Average debtor days+Billing time lag- Contractual Period is <30 days but >15 days .
Rating B- : Acute Fund Problem : Average debtor days + billing time lag -contractual period is > 30 days but <90days