What was said
What this says
As at Fri 9 Oct 2026Laura Penhaligon asks to book a session on the credit connector and first users. Ashok Patel proposes the key-account team and a few branch managers first, holding back the rest until credit data matches the ledger.
Ask: Laura wants to plan user access early under the Enterprise plan and book a session including trade credit.
Customer view: Ashok wants a phased rollout and will "rather not open it to everyone" until the credit figures are tested. He will test the credit connector on one branch first.
Next: Ashok confirms who from trade credit can join, and picks Tuesday or Friday.
The thread
Updated 9 Oct 26Typecs
Messages2
First message2025-04-03
Last message2025-04-08
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Messages
- Laura Penhaligon 3 Apr 2025 11:03Hi Ashok, Following on from our last session, I would like to book another one to look at the credit system connector and to start planning user access. You have licences for 160 users under the Enterprise plan, and I think it is worth deciding early which teams come in first, so that the early rollout is not scattered across every branch at once. Could you let me know a couple of times next week that suit you? If it is easier, tell me who from the trade-credit team should join and I will include them. Also, no rush, but if you have a view on who should be the first group of users, that would let me prepare something useful. Best, Laura Laura Penhaligon Implementation Consultant, BG-Demo
- Ashok Patel 8 Apr 2025 17:36Hi Laura, Sorry for the slow reply, I was tied up with the ledger checks. Tuesday or Friday next week would both work for me. I would like someone from trade credit on the call, as they know the account data better than I do, but I need to confirm who is free. I will tell you tomorrow. On first users: I would start with the key-account team and a small group of branch managers, and hold back the rest until the credit data has been tested. I would rather not open it to everyone and then find the credit figures do not match the ledger. I will test the credit connector on one branch first, same as the others. Ashok
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