ValtisDesk

Electrical supply credit application

Electrical contractors often buy from more than one distributor, so the house that opens their account first tends to get the order. Here is what the application usually asks for, where the paper version slows down, and how to take it online.

See it online with your name Free PDF template
What electrical distributors ask for

Not every company asks for all of them, and some vary by state or city.

01
Contractor license numberMany distributors ask for the electrical license, where the state issues one.
02
Purchase order rulesWhether a PO number is required on every order, so invoices match the contractor's job costing.
03
Job accountsSeparate accounts or billing for large projects, with the project and general contractor named.
04
Tax exemptionResale or exempt project certificates for jobs where sales tax does not apply.
The core of every application

Whatever the trade, a commercial credit application comes down to the same six things.

01
The businessLegal name, trade name, EIN, entity type, years in business, address and phone.
02
The principalThe owner or officer who signs, with their contact details.
03
A personal guaranteeOften required for newer or smaller accounts, signed separately from the application.
04
Trade referencesUsually three suppliers who already sell to the applicant on terms and can say how they pay.
05
The credit requestExpected monthly purchases and the credit line they are asking for.
06
Signed termsYour payment terms, late charges and credit check authorization, signed and dated.
Where it slows down

01
The contractor is on a job siteA printed form waits until they are back at the office, which can be days.
02
References go unansweredOther distributors' credit desks get the same requests every day and answer the easy ones first.
03
The order goes elsewhereIf the account is not open when the material is needed, the contractor buys it where they already have terms.
Online with Valtis Desk

Valtis Desk takes the core of the application online and emails the trade references for you. Items specific to your trade, like a license or job details, you collect at account setup as you do today.

01
Your branded linkvaltisdesk.com/apply/your-name with your logo and color, on your website, invoices, email signature or a QR code at the counter.
02
The applicant applies on their phoneBusiness details, the principal, an optional personal guarantee, three trade references, and a signature drawn or typed on screen.
03
References answer in one tapThe moment the application is signed, each reference gets an email with a short form. No login, no PDF, no phone call.
04
You decide with the whole fileWhen the last reference answers you get the audit PDF by email, then approve or decline and set the credit line and terms.
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Questions

How do trade references reply on Valtis Desk?

Each reference gets an email with a short form they answer in one tap, with no login. You see who has answered and can nudge anyone who is slow.

Does it replace our ERP or credit software?

No. It handles the application and the references. You set the account up in your own system once you approve it.

What do we get at the end?

An audit PDF with the signed application, the guarantee if there is one, every reference answer, and when each thing happened.

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