Interchange Report

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Interchange Report Alert System

• This tutorial has been created to assist you in
  using the BPCA Interchange Report Alert System.
• Pages will advance automatically. To Exit the
  tutorial, press the Escape key on your
  keyboard. Thank you for viewing

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• What BPCA Brings To You
• Web based Reporting System
• Saving you time in making credit approvals.
• State of the art data processing technology
• Automation of data processing
• The most current data possible
• Ease of Use
• Simple search and report retrieval
• Search by
• Name and/or DBA
• Phone Number
• Address
• City and/or State or Zip
• More Analytics

• Providing you the
• most reliable
• information on the
• BPCA Interchange
• report
• Easy customer search
• member aging
• industry specific data
• Easily merge DBA and Customer Name onto a single
  report
• access to other industry data
• Alerts only on your customers

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Interchange Alerts Login Page
Get to this page by going to www.industrycreditgro
ups.com and click on Reporting System.
Login using your e-mail address and password (get
beginning password by calling BPCA (636-294-5775)
or e-mailing service_at_bpca.org. As soon as you
login change the password to the password of your
choosing)
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Step 1 - CHANGE YOUR PASSWORD
Cick on My Account and then on Profile. Type
in any information that is missing and select a
new PASSWORD. Verify your new password in the
proper box and click on Save at the bottom.
(See the next screen for step by step help)
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Updating Your ProfileChanging Your Password

• How to update your profile
• Click on My Account and then on Profile
• Make certain the information showing is yours and
  it is correct (fill in blank information fields).
• Type your new password (remember this for using
  the system from now on), Confirm your Password
• Click on Save

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Obtaining an Interchange Report

• How To Search for the Customer
• You are able to search by
• Name
• DBA
• Phone
• Address

• Enter the customer name (because of the various
  ways people abbreviate, use only the first
  couple letters of the second name Concho
  Business Solutionsgt enter concho bus) You may
  enter a DBA name also.
• To narrow your search, enter the State
• Click on Search

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Searching for the Customer

• Searching for the Customer
• If you did not come up with the customer you are
  looking for, modify your search and try using the
  address or phone number. (Note Using the address
  has some drawbacks because some members may use a
  Bill To address and another use a Ship To address
  you may get any accounts that would qualify for
  the customer. Try more than one way for best
  results.)
• Another attempt to locate the customer is to
  enter only the first part of the company name.
• Click on Search again.
• If necessary try using a method you did not use
  the first time.

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Merging Duplicate Companies

• When the Search gives you more than one account
• The above box shows that when searching for
  Concho Business Solutions (search by name only
  concho bus)
• Four companies appear. If all 4 were part of
  the customer you are looking for, click the box
  by Select All in the blue header line.
• If only 1, 2 or 3 are the report you are
  looking for, check the individual boxes for each.
  
• (In this example, 3 are in Texas and 1 in
  Illinois, by clicking ong the name of the
  Illinois account, we find that this is the same
  location, but invoices go to their buying group,
  so we determined all 4 should be merged)
• After selecting, click on Generate Report

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Save and/or Print the Interchange Report

• Saving Printing the Interchange Report
• To Print or Save a report, click on the Adobe
  Logo Print PDF at the top right of
  the report. Clicking on this will allow you to
  Save or Print the report.
• You will be asked if you want to Open Save or
  Cancel the document. Select Open and after
  the .pdf document opens, you can use the icons at
  the top of the document to either Save or
  Print.

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Save and/or Print the Interchange Report
Continued from page10 -

• If you only want a hard copy of the report,
  click on Open and then select the printer icon
  at the top of the .pdf document (Interchange
  Report) to print the full report.
• If you have electronic files on your customers,
  click on Open, and then select click the save
  icon at the top of the .pdf document (Interchange
  Report) and rename it with the customer name and
  date of the report. If a printed copy of the
  report is required at a later date, bring up the
  saved report and select the print icon to print a
  hard copy.
• This may be a good time to let you know that
  you can always go back and review the reports you
  have obtained in the past (see how when we get to
  My Account in Using Your Options).

• Using Your Options
• The above picture shows all the tools at your
  finger tips. We will start at the far left
  Reports.
• Clicking on Reports you will have the options
  for Credit or Alerts.
• Choosing Credit you will get the Search screen
  you previously had. This can be used when you
  are obtaining more than a single Interchange
  Report. After getting the first report (while it
  is still on your screen) use this function to
  bring up the Search screen for your next report.

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Tools Available to You

• Using Your Options
• Still on the Report button
• Selecting the Alerts button will give you two
  options Report or Submit
• Report will bring up all Alerts entered by
  members of BPCA in chronological order. You are
  able to sort the Alerts by the following Date
  Sector (industry) Customer Name Address City
  State Zip or Alert Type).
• Using Submit will allow you to enter any
  Alert you have. You are encouraged to add ALL
  of your Alerts for actions you have taken (no
  future action strictly history except for
  Collection Service Letters (CSL)
• When you click on Submit, there is the Search
  screen to bring up the customer (including any
  duplicate accounts). This is the same customer
  Search used for an Interchange Report.

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Submitting Alerts

• Still on Submitting Alerts Contd
• Merge any duplicate customer accounts so your
  Alert is on all of the accounts for that
  customer.
• Following your successful Search and Merge, you
  will get the above screen.
• Click on the drop down arrow by Alert Type and
  all of the allowable Alerts will appear.
• Select the Alert you want to enter, and click on
  Save
• Many of you will be greatly pleased with the
  Alert program as you are able to tell the system
  what Alerts you want to receive e-mail
  notification about and it will only be on
  customers you sell. (Members THIS SHOULD BE
  ANOTHER INCENTIVE FOR YOU TO SUBMIT YOUR A/R
  DATA FILE EACH MONTH.) We will cover where you
  can indicate the Alerts you want notification on
  when we explore the tab My Company tab.

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Tools Available to You

• Using My Account
• When you click on My Account you are given
  two selections, History and Profile.
• You used the Profile or should have used it
  when you first logged in to change your
  password. Make sure you have changed your
  Password from the original Password you were
  provided. (Review by going back to page 5.)
• The History option allows you to view all
  reports you have pulled. You are able to reprint
  or view these reports at no additional charge
  (remember, these have the same information that
  were on the report when you first obtained it).
  You are able to verify your quarterly invoice for
  reports billed to you at this function.

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Tools Available to You

• Using My Company
• When you click on My Company you are given
  four options.
• Alert Settings It is your account
  Administrator (usually the head of the Credit
  Department) who has been made your Administrator
  and is able to determine the following
• Recipients Who in your department should be
  receiving e-mail notification of Alerts.
• Type The type of Alerts you want every
  authorized staff member to receive. The default
  for this is set to ALL Alerts. This is the
  recommended setting. Whatever you change here
  will affect all of the Alerts sent via e-mail
  notification.
• On the next slide we will address more of the My
  Company options.

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Tools Available to You

• Using My Company (Continued)
• Report Settings This screen enables you to
  establish how you want your Interchange Reports.
• Default Show A/R Allows you to signify if you
  want the Experience Summary (13-month History)
  of the report to show in dollars () or percents
  () in the aging buckets of this section.
• Type The type of Alerts you want every
  authorized staff member to receive. (The default
  is set to ALL Alerts. This is the recommended
  setting.) Whatever you change here will affect
  all of the Alerts sent via e-mail notification.
• (continued on next slide)

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Tools Available to You

• Using My Company (Continued)
• Report Settings This screen enables you to
  establish how you want your Interchange Reports
  continued from previous page.
• View the following Industries Allows you to
  select the industries you want included on your
  report. The default has been set to ALL, and
  does not have any effect on getting the BPCA
  Group information .
• Industry to track Days to Pay in report graph
  You will want to select BPCA Group (or Office
  Products whichever is on the list).
• Rating Tracking (months) Allows you to set
  the desired Rate compilation to be from 1 to 13
  months. Since credit is a NOW item, we recommend
  the setting of 3 months, but not more than 6
  months.
• (continued on next slide)

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Tools Available to You

• Using My Company (Continued)
• Rating Companies Allows you to determine how
  many lines of experience you want on the report
  to create a Rating. Default is set to 1 this
  is recommended.
• Default Chart Type You decide if you want a
  Line or Bar chart on your reports.
• Display Risk Score On Credit Report This box
  is clicked so Risk Score shows on your reports,
  but you are able to remove that from your report
  by UN-clicking the box.
• The Following Alerts Will Cause Risk Score To Be
  0 The default on this has no Alerts checked.
  It is recommended you click on both Bankruptcy
  alerts as these will prevent a score of 0. If
  there are certain other Alerts you do not want to
  include in computing a Risk Score, place a check
  mark by them, too.
• After you have made your decision and are ready
  to save your selections, click on the Update
  button.

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Tools Available to You

• Using My Company (Continued)
• Users This tab will bring up of all your
  users that are entitled to pull reports and enter
  alerts for your Company (see display below). The
  Administrator (indicated by the green check mark
  ) is able to edit all Users, and add or delete as
  necessary. The Administrator is the person that
  has the authority to make any and all changes as
  you need. This also shows the last time any of
  your Company Users have been on the system.
  (BPCA hopes they are on the system daily.)

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Last Segment of Tools Available to You

• Using My Groups
• Under this tab you will see the various Industry
  Groups you are registered in. Even though you
  are in more than one Group, you only pay one
  annual membership fee (except if you belong to
  the Compliance Logistics Group formerly
  Deduction Group). You are able to print the
  different Rosters for the Industry Groups of
  which you are members.
• Also, when you click on your Industry Group, you
  will get a roster of members.

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Reading the Interchange Report
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• Reading the Interchange Report is basically
  simple, however there may be a few items you are
  not familiar with or are unsure what is meant. I
  will only be showing various parts of the report
  and put a definition of that item.
• Adobe logo Click on this logo to print or save
  the report.

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Reading the Interchange Report
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• Rating Score - The rating is the average
  monthly balance and average days to pay for the
  rating period determined by your Administrators
  settings. 510K-75 represents an average monthly
  balance of 510,000 with an average days to pay
  of 75 days. If you forget what this means, there
  is a question mark (?) next to it that will give
  you an explanation.
• Risk Score - Low Risk gt(greater than) 87
  Medium Risk (between) 86 71 High Risk lt (less
  than) 70. Use this scale to determine the Risk
  Score for the customer. (On this screen we did
  not have the Risk Score turned on.) Again, there
  is a question mark (?) next to it that will give
  you an explanation should you not remember when
  you view a report.   

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Reading the Interchange Report
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• Historic 13 Months The information in
  this box gives you the averages over the latest
  13-months for the customer.
• Average Days to PAY based on 13 months.
• Average Monthly Balance averaged over the
  past 13-months
• High Balance this is the highest balance
  over the past 13-months
• Total Cos Reporting Shows how many Vendors
  have reported selling this customer during the
  13-month time period.

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Reading the Interchange Report
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• 2 Alerts Available If any Alerts have been
  entered on this customer, they will appear in
  this area.
• Address List This box will provide you with
  all the address of the duplicate reports that
  were merged by you when you pulled this report.
  When merging report, be certain to look at each
  potential customer to make certain they should be
  merged. (BPCA cannot issue credit for reports
  you pulled if you did not merge all accounts and
  had to pull a second report to get the complete
  information or you merged a company that should
  not have been included.)

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Reading the Interchange Report
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• BPCA Credit Groups These are the
  experiences provided by members of BPCA that
  submit their monthly A/R data files. (Submitting
  your A/R files is extremely secure, and it is
  impossible for any member or non-member to obtain
  the total A/R data file as it is sent to us.
  Call Dave Schmucker 636-294-5775 for more
  information and file format.)
• DTP (Days to Pay) column lets you know the
  average days it takes this customer to pay it
  is based on the information provided on the
  submitted A/R data file.

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Reading the Interchange Report
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• Experience Summary Gives you 13-months of
  History, showing the number of members submitting
  information, total balance and the aging buckets
  as you decided you wanted to have it in My
  Company / Profile ( or ). Shown is in
  percents.
• On the next slide you will be able to view two
  graphs that are created on the Interchange Report.

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Reading the Interchange Report
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• Reading the Interchange Report
• Balance Shows you how the total owing
  (reported by members) ran for the last 13-months.
  
• These are Line Graphs because that is what we
  selected when we set up our Reports under the tab
  My Company. Each of these graphs will give you
  two lines if more than two industries have
  reported on the customer. You can have these
  graphs in Line or Bar formats.
• Days to Pay Shows you how many Days to Pay
  were reported each of the last 13-months.

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Reading the Interchange Report
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• 13 Month Experience Summary Indicates the
  balances and aging by Industry Group that has
  been reported by members during the last
  13-months. (In this screen print, Other is for
  the BPCA Group. This will be changed shortly.)
  
• Inquiries Shows who has recently requested
  a report on this customer.
• News If there are any News stories or Press
  Releases from this customer that was sent to a
  newspaper, it will be displayed here. Thereby
  keeping you fully informed of what is going on
  with your customer.

This should be of great assistance to you before
or during your use of the Interchange Reports of
BPCA. If you have any questions, please dont
hesitate to contact any of us at BPCA
(636-294-5775).