You will receive an to set up an initial Retail Portal account once you have signed up to Close Brothers Retail Finance.
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- Delilah Leonard
- 7 years ago
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1 Overview The Retailer Portal is a web based system that provides detailed information and powerful tools to assist you in managing your Close Brothers Retail Finance account. You can access your live account at on either a computer or an ipad. Retailer Portal is also used to submit credit applications in-store (when the customer is present) and to manually create application links that can be sent via or SMS to customers. You will receive an to set up an initial Retail Portal account once you have signed up to Close Brothers Retail Finance. The following is an example screen shot of Retailer Portal: Retailer Portal You can use the navigation bar (on the left hand side of the page) and the bread crumbs (just below the menu bar) to navigate between the different pages. The rest of this section will be focusing on the menu bar. The Menu Bar The Menu Bar is always located at the top of the page and looks like the following: The Menu Bar In order from left to right of the Menu Bar, they will be explained.
2 Account Options Clicking 'My Account' will bring up a simple pop-up where the user can edit their name, , mobile number and password. Clicking 'Logout', as you would expect, logs the user out of their account. Account options Notifications Notifications will alert you to useful account activity. Notifications are contextual and based on user's permissions, and can relate to credit application status changes or account/user management functions (such as a user account being locked). Notifications A new notification is signified with a blue circle with the number of new notifications within it. 1 new notification
3 Recently Viewed Apps This is a quick way to go back to any applications you have viewed recently. Recently viewed credit applications In-store training For a user to make an in-store application, they first need to be trained in running through the process and then have the correct permissions. They need to run through each of the videos then they must take the test and get at least 9 out of 12.
4 In-store training Search Bar The search bar lets you search for credit applications with a certain name, retailer unique reference or credit application id. The search bar
5 Dashboard The landing page once a user logs in, clicking the Close Brothers Retail Finance logo in the top left will go to the Dashboard. The Dashboard aims to provide you with most of the information and tools you and your company will need in the day-to-day use of Close Brothers Retail Finance. The key concept to this is widgets; small, movable components that serve specific functions and purposes. An example Dashboard Some widgets can be removed or configured if there is a cog in the top right of the widget. To add removed widgets on to the dashboard you can click the 'Manage Widgets' button in the top right of the dashboard and re-select the widget you wish to re-add. To move a widget, you must click and drag the top bar of a widget to the new place you want it to be. The Dashboard currently features 7 main widgets: Application Statistics This widget gives you statistics based on the credit applications in particular credit application statuses between a time range. You are allowed multiple tabs to keep a number of different
6 configurations readily available. To configure a tab you must click the 'Configure' button in the top right when on that tab. App Statistics widget The configuration allows you to choose the tab's name, the date range, the graph type and the statuses to be included in the data. Important Status Changes App Statistics widget configuration view A list of credit applications that require your attention.
7 Important Status Changes widget Latest Customer Feedback Read your customers' feedback about their Close Brothers Retail Finance experience. Latest Customer Feedback widget In-store Quick Launch Quickly launch in-store credit applications, only usable by users that have passed the in-store training. Subsidy Calculator In-store Quick Launch widget
8 You can calculate the subsidy and other values using the Subsidy Calculator before making an application for one of your customers. Subsidy Calculator widget
9 Credit Application Report Located in the navigation bar as 'Credit Applications' under the 'Reporting' category. Users must have permissions to view this page and the permissions to view and action certain elements of the application. The credit application report is where you can see both current applications being processed and historical ones. Example credit application report You can see that there are filters at the top of the page which will filter through the applications to show the ones relevant to you. Filters are present on most reporting pages within Retailer Portal, enabling you to build custom reports based on contextual criteria. Quick View Click one of the application rows to reveal a handy summary of the credit applications details, as well as the available "Order Actions". There is a more detailed credit application view which can be found by clicking the 'View Application' button or the link icon on the right hand side of any credit application row without having to go in to the quick view.
10 Quick view of the report Credit Application View A user must have the relevant permissions to view it. This page aims to give you more detailed information, perform actions and communicate to multiple different parties concerning a particular credit application. The credit application view for a credit application
11 Actions Different actions may be performed on credit applications. These can be found in two different places. The credit application summary view or within the application itself. Summary View Within the application Available Actions 1. Resume Application - available until the application has been submitted and the deposit has been paid. 2. Amend Order - only available in 'Accept' & 'Verified'. 3. Cancel - only available in 'Accept' & 'Verified'. 4. Mark Order as Fulfilled - only available in 'Verified'. 5. Part Refund - Only available in 'Complete'.
12 Notes & s On each credit application report you have the ability to add notes and send s relating to that particular credit application. You can add a note simply by typing something in the box provided and clicking 'Add Note'. It will then show up at the bottom like you can see above.
13 You can the underwriter or the customer, and as you can see, the drop down allows you to upload the current 'Credit Agreement' to the .
14 Application Links Located in the navigation bar as 'Application Links' under the 'Create an Application' category. Users must have permissions to view this. An Application Link is defined as a set of finance and order details used to generate application links for one or more customers. Currently, this is supported for online applications only. Click "New Link", input the finance and order details, then "Create" to add a new Application Link. Creating a new link On the right side of each link is an "Actions" menu, common across some areas of Retailer Portal and in this instance with a "Send to Customer" action. (Tip: a shortcut to this action is available when creating a new link.)
15 You are now able to specify a larger set of data to be populated on the customer's app form. If all details have been populated, the customer will be presented with a summary in place of a full credit application when their link is visited. (This, in effect allows you to fill out the app form on behalf of the customer - they need only to confirm the details.) Provided you have specified a mobile number, the link can be sent via the new SMS option. (The contents of an Application Link , or SMS is determined by their corresponding templates in the 'Template Editor' within Retailer Portal.) Here you can populate customer data to pre-populate the application form. You can then choose your method of delivery: or SMS. The new "Sent Link Log" (opened by clicking the paper airplane icon) displays and tracks links that have been sent out to customers.
16 Template Editor Located within Retailer Portal under the 'Account Management' category, the user must have permissions to view this page. Manage your custom and SMS messages sent via Retailer Portal in the navigation under 'Template Editor' within the 'Account Management' section (permissions needed to view). There are currently 2 available templates: Application Link ( ) and Application Link (SMS). The familiar "Actions" menu gives you the option to edit any given template. For an , you can specify a custom Subject, From Name, From Address and BCC Address, as well as some useful fields included in the default template. These are called "Placeholder Fields" and can be included in the template body. Different fields are available for different templates, respective to the functionality using them. Below is an example of the SMS Template Editor.
17 Finance Calculator Launched from the navigation bar as 'Finance Calculator' under the 'Create an Application' category, this is only possible if the user has permissions and has passed the in-store training. The Finance Calculator is a tool that enables you to quickly start in-store applications by displaying a set of finance products and easily adjusting the values. The finance calculator is customisable in Retailer Portal; details of how to do this are below. Settings The Finance Calculator settings are based off the 'Group' permissions that a user belongs to. Administrators can edit the Finance Calculator for all groups. 1. Open up 'User Management' which can be found on the left hand side of Retailer Portal. 2. Select the Group you wish to edit. 3. Click on the Finance Calculator Tab. 4. Configure the Finance Calculator to suit that user group's requirements. 5. Customise the way the Finance Calculator looks to brand the calculator to match your company s colours.
18 There are several options that can be customised which you can see below. To upload your logo just need to click 'Browse' which will enable you to search your computer for your logo. Once selected the logo will appear and you can click 'Close'. 6. It's now possible for a user in any group (providing they have their Finance Calculator setup) to click on 'Finance Calculator' on the sidebar to launch it in a new tab.
19 User Management Located in the navigation bar as 'Account Management,' under the 'User Management' category. The user must have permission to view and access this page. User management comprises 2 sections, 'Users' and 'Groups'. Users Each employee within your organisation will have a username and password and will be assigned to a group. What they have access to will depend on the permissions assigned to the group they are in. Note that users can only be a member of one Group. User management report You can create a user by clicking the 'New User' button in the upper left hand side and filling out the required information. The user must also be assigned to an existing group which will have preset permissions.
20 Creating a user There are 3 actions that can be done on a user; edit user, change group and delete user. It is also possible to do a batch action on multiple users for either changing group or deleting. The check boxes on the left of each user are for the users that will be batch actioned, and the 'Actions' button in the upper right will then action those users. Clicking the action menu on a user Changing a group will change the permissions of that user to the new group assignment. Changing a user's group Editing a user is similar to creating a user however the password can be changed and the username can no longer be changed. Editing a User
21 Groups The user groups have sets of different permissions and settings which are presented in tabs. Each group can have different sets of permissions, which is why you assign a user to a group (users can only be in one group). You can open up a group to set permissions by the following two methods: 1. Click the 'Group' listed next to the username. 2. Click the 'Groups' tab and edit the group accordingly. Pages - simply the access to the pages in the navigation bar. Order Actions - the ability to use the order actions from various different places in Retailer Portal and in the credit application form. Installations - access to start an application using an installation or view & action applications within that installation. Finance - the ability to start an in-store application and the product codes usable for starting one. A minimum deposit can be set to not allow deposits under a certain percentage. Finance Calculator - settings which are detailed in the Finance Calculator section of this guide. Widgets - the ability to view and use widgets that appear on the dashboard. Editing a group's permissions
22 Installations Installations is located in the navigation bar as 'Account Management' under the 'Installations' category. Only users with the appropriate permission can view this page. Retailers that trade across multiple sales channels, physical locations or web sites, can use installations to specify unique settings for each one. You can add up to 2 additional installations to Standard Accounts and an unlimited number for Corporate Accounts. To create a new installation, click the 'New Installation' button. Once you have filled out the fields and uploaded a logo then you can press the 'Create' button to create a new installation ready to use. Details on these options can be found further down. Additional settings can be applied to an installation once it has been created with an integration profile detailed in the Integration section. Creating an installation
23 Each of the installation options with descriptions are as below: Installation Setting Description Name The name of the installation. Logo This logo is used for the header of the application form. Header Background Colour The background colour of the header in the application form. Header Font Colour The font colour of the header in the application form. Installation Type If the installation is meant for in-store use or online use. An example of an application form with a logo attached.
24 Billing Located in the navigations bar as 'Billing' under the 'Account Management' category. Users must have permissions to view this. This section will display your prior invoices along with related charges. You will be invoiced monthly for credit application fees and your monthly service charge. We may introduce a monthly fee, but there are no plans for setup and or transactional fees. You have the ability to view invoices that have either been 'Paid' or 'Due' as well as seeing 'Pending' charges. Viewing bills Below you can see 'Pending Charges'. Pending charges
25 Should you wish to view the application associated with a specific charge you can click the 'Blue' paper click to the far right.
26 Rate Cards Located in the navigation bar as 'Rate Cards' under the 'Account Management' category. Users must have permissions to view this. Rate Cards detail the rates for each product you are able to use; it is possible to have multiple rate cards if you have multiple decisioning tiers, which are agreed with your account manager. Product names (the list of finance products available for you to offer to consumers) are shown along with the product code, rates for each tier, any minimum or fixed fees that apply and the CreditSentry fee. Tier 1 and 2 in the 'Rates' column pertain to the credit value of an order which can be found out from your account manager. Viewing a rate card
27 Integration Located in the navigation bar as 'Integration' under the 'Developer' category. Users must have permissions to view this. This area is intended for all things related to integrating Close Brothers Retail Finance into your platform. It comprises 4 sections: Integration Profiles Integration Profiles are detailed settings that can be applied to installations. Settings such as Return URLs from the application form, and where CSNs go to. Integration Profiles page with 'Actions' menu There is an actions menu on the right of each Integration Profile row to edit, assign it to installations or delete it. When editing or creating an Integration Profile, a pop-up looking like this will appear: Creating a integration profile
28 You can click the 'Return URLs' or 'CSNs & Notifications' tab to edit the respective fields. The following is a table for each of the fields with descriptions: Section Field Description Name Name The name of the Integration Profile. Return URLs Verified URL The link back for a customer that has paid for their deposit. Return URLs Decline URL The link back for a customer that has been declined. Return URLs Cancelled URL The link back for a customer that has had their application cancelled. Return URLs Referred URL The link back for a customer that has had their application referred. CSNs & Notifications CSN URL Where the CSN HTTP Post gets sent. CSNs & Notifications CSN Notification The address where the CSN gets sent to. CSN Logs The CSN log lists all CSN's sent to your server, along with your server's HTTP response code. This is intended to assist in the integration process, as well as to ensure your server is successfully receiving CSN's. You can choose to resend a CSN with the arrow pointed in a circle icon and view the application the CSN refers to with the link icon. CSN Logs
29 API Logs These logs detail each of the requests you have made to the Close Brothers Retail Finance API. It's possible to click one to see the data you send (Data Received) and the response that Close Brothers Retail Finance API gave (Response). API Keys Currently this page displays your one and only 32 character long API Key, however in the future you will be able to create multiple API Keys for separate purposes. API Key page
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