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Next onboarding session: credit connector and user access

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Strensall Merchants logo Strensall Merchants · cs

Laura 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.

What was said

What this says

As at Fri 9 Oct 2026

Laura 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.

AI · claude-sonnet-5-5 · as at Fri 9 Oct 2026

The thread

Updated 9 Oct 26
Typecs
Messages2
First message2025-04-03
Last message2025-04-08

Messages

  1. Laura Penhaligon
    Laura Penhaligon 3 Apr 2025 11:03
    to Ashok Patel
    Hi 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
  2. Ashok Patel
    Ashok Patel 8 Apr 2025 17:36
    to Laura Penhaligon
    Hi 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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