#1
Login: Enter your UPIC ID and password
#2
To order reports on companies
not in UPIC directory:
If the company you seek is not in the UPIC database, click on UPIC Credit Services and skip to step #8
First, Search the
database: search the UPIC database for the company you are seeking. If they are not in the database—go to:
#3
Search:
Put your inquiry name, UPIC ID or PPAI number in here and click “search.”
See also, filter search section for advanced search options.
#4
Click on the Link of the correct company. This is also where you can see if they are a PPAI member and the company type.
If the company you are looking for is not in the UPIC directory, go to step 8
This blue circle indicates that they are a PPAI member
#6
Click on
Credit Information
If a FREE UPIC Credit Profile
report is available it will show
in red, click on that link and
your report will display.
Choose the alternate report type by clicking on the blue links. You will be prompted to enter your bill plan or credit card information.. If you would like to set up a bill plan, call
(763) 253-4310
. Monthly pay as you go and annual plans are available.Credit Information: You will see how many creditors have reported on this customer, the number of years in our database, etc.
You can
Order
Experian
Reports too!
#7
Enter your email & bill plan number OR credit card number.
Save time and money by setting up a bill plan or unlimited access package. Call (800) 279-6226 x343 or email [email protected] for details.
When a company cannot be found in the UPIC Directory
Use the “UPIC Credit Services” Tab
•
Sometimes a distributor doesn’t have a UPIC ID. Use this method to
bypass the directory and go directly to the credit database.
•
UPIC and Experian reports are available using this method.
Click on the UPIC Credit Services tab
#9
To Order a Credit Report:
Click order a report button. This button will also allow you to order a report on a company not in the UPIC directory Choose your report type
#10
See Sample Reports!#11
For UPIC Reports—Search by company name
Searching for a company:
At this point you must type in the name of the company, address and the state where they are located. REMEMBER that XML doesn’t recognize “&” as a character...
For Experian Reports—you need to enter more
informa on.
#13
Bill Plan Login:
This screen should only come up the first time you login with a bill plan. You will be provided with a user id and password. Make sure you check “remember me” to bypass this screen in the future. Note: If you delete your “cookies” or change work-stations, you will need to
re-enter this information.
Enter your email & bill plan number OR credit card number.
Save time and money by setting up a bill plan or unlimited access package. Call (763)253-4343 or email
[email protected] for details.
Double check company name:
Make sure it’s the company you want.
UPIC Credit Services
powered by
(763) 253-4343
If no company
found:
If UPIC tells you a report is available and yet nothing is found in your report search click new search and broad-en your search criteria.
Get Report!
Note: If multiple companies are found click on the “Get Report” button for only the one you are interested in.
Occasionally, multiple choices come up but companies are actually one in the same. This happens when a company is reported under a slightly different name or a typo is made by the contributor. If you suspect this is the case, please contact us at (800)279-6226 x343 and we will get the reports combined.
CREDIT
SCAN
Price: $6.00
CREDIT SCAN is a snapshot of your customer’s credit standing. It’s a fast, easy to understand, and reliable way to quickly assess risk levels. With CREDIT SCAN, you get:
•
A credit “grade” that helps you decide quickly whether or not to grant credit by predicting theprobability of significant delinquency (over 60 days beyond terms) sometime during the next 4 months.
•
Key factors of the grade, such as days beyond terms (DBT), number of creditors reporting,and creditors’ A/R
•
Industry benchmarks to help you understand the big picture•
Use CREDIT SCAN as a preliminary sales or credit evaluation tool. Recommended for small dollar transactions.UPIC Credit
Profile
Price: $18.00
UPIC CREDIT PROFILE is the most extensive credit report in the promotional products industry. This comprehensive report shows how your customers are paying other industry suppliers. You’ll make decisions faster and with more confidence, thanks to:
•
Easy-to-read summaries that give you the story right up front•
Additional in-depth information, such as extensive payment historyand credit file details•
Convenient links to help you learn more•
Use UPIC CREDIT PROFILE when the dollar volume of your transaction is moderate tolarge
Experian
Intelliscore
® Price: $19A proven risk scoring report which scores a business on a 0-100 range to help you easily and consistently determine a businesses credit risk. This easy to read one page report features:
•
A single credit risk score for making quick decisions by predicting the probability of severedelinquency (over 90 days beyond terms) sometime during the next 12 months.
•
The key factors influencing the risk score•
A percentage that ranks your customer’s risk level compared to all other businesses•
Summaries of trade payment and public record data, plus company background information•
Use Experian Intelliscore when the dollar volume of your transaction is small to moderate.Experian
Business
Profile
Price: $33
Offers a current, objective picture of how a business handles its financial obligations and com-prehensive public record/legal data on more than 16 million business. The Experian Business Profile Report gives you:
•
Actual trade payment experiences and payment trends•
Public record information – bankruptcies, tax liens, UCC filings – to make you aware of anyfinancial distress
•
Company background that validates the company’s identity and protects you againstpoten-tial fraud
•
Use Experian Business Profile when the dollar volume of your transaction is moderate tolarge.
Experian
Combination
Report
Price: $38
