Merchant Multi-Use Account Agribusiness Training

Sales Professional Online Courses


Learn how the Multi-Use Account product can keep your staff focused on sales and your customers

Training modules will range from 8 - 30 minutes in length. Select a course from the list below to review the course objectives and begin the training. As additional training modules are developed, they will be included on this page.

For iPad users, please download the app "Articulate Mobile Player" from the App Center before starting the course.

**New Multi-Use Account Course


Recommended Courses


Additonal Courses Available


 

1. What is Sales Finance? (8 minutes)

By the end of this module you will be able to:

  • Differentiate the value and importance of sales finance
  • Recognize the benefits of utilizing sales finance credit
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2. What is the Value of Sales Finance for Your Customer? (12 minutes)

Examine the benefits of sales finance for your customer including:

  • Increased revenue
  • Decreased expenses
  • Simplification of their work
  • Improved working capital
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3. What is the Value of Sales Finance for Your Business? (10 minutes)

Examine the benefits of sales finance for you and your business including:

  • Increased revenue
  • Decreased expenses
  • Simplification of their work
  • Improved working capital
Begin Course

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4. How to Meet Customer Cash Flow Needs using Sales Finance Programs (12 minutes)

By the end of this module you will be able to:

  • Identify finance opportunities that fit your customers’ cash flow needs
  • Recommend valuable solutions for unique farming operations
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5. How to Incorporate Sales Finance into Every Crop Season (15 minutes)

By the end of this module you will be able to:

  • Understand the finance cycle and how it supports the needs of various crop seasons
  • Identify and deliver sales finance options that preserve working capital
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Create and Select Your Own Agribusiness Finance Program (25 minutes)

By the end of this course you will be able to:

  • Customize a finance program
  • Select an existing pre-defined finance program
  • Review your finance programs
  • Opt Out of a Program
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Running Reports in the Merchant Service Toolkit (11 minutes)

By the end of this course you will be able to use reports to:

  • Monitor customer activity
  • Verify funding of transactions
  • Target customers to increase sales
  • The following sample reports will be featured:
    • Customer Name & Account
    • Customer Restrict
    • Preferred Customer Account
    • Purged Customer Account
    • Settlement Notices
    • Merchant Authorized Customer Account
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Help Your Agribusiness Customer Manage Their Multi-Use Account Credit Limits (30 minutes)

By the end of this course you will be able to:

  • Outline the use and purpose of credit limits
  • Explain the difference between regular and special terms credit limits 
  • Cite examples of forms and tools used in maintaining credit limits
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Locating Key Customer Information Using Customer Lookup

By the end of this course you will be able to:

  • Locate your customer using a variety of search options
  • Narrow or expand your search using the tips and tricks provided
  • Find your customers current regular and special credit terms limits
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Navigating the Merchant Service Toolkit (10 minutes)

By the end of this course you will be able to:

  • Sign in and view the three sections of the Toolkit
  • Locate the Procedure and User manuals
  • Identify ways to use the information to make every day more efficient and productive
  • Know who to call for additional help
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Answering Common Questions About the Billing Statement (30 minutes)

By the end of this course you will be able to:

  • Describe the sections of the billing statement
  • Review regular terms and special terms and their importance
  • Recall forms, options and tools that can assist with billing statement questions
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Submitting Purchases Using the Online Transaction Center (11 minutes)

By the end of this course you will be able to:

  • Access the Online Transaction Center in the Merchant Service Toolkit
  • Locate the information needed for the transactions
  • Submit a Regular Purchase
  • Submit a Special Terms Purchase using an incentive
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Submitting Credits Using the Online Transaction Center (11 minutes)

By the end of this course you will be able to:

  • Access the Online Transaction Center in the Merchant Service Toolkit
  • Locate the information needed for the transactions
  • Identify 3 options to Submit Credits
  • Perform the following 3 credit transactions:
    • Refund Returned Merchandise
    • Correct a Billing Error
    • Refund a Finance Charge
Begin Course

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