PL ProfitLensGCC ERP by Somar
ERP & SolutionsCollections OperationsCollector Workbench
Collections Operations

Collector Workbench

Prioritize overdue portfolios and coordinate contacts, promises, visits, pickup claims, bank transfers, and sales assistance.

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Capabilities

  • Work priority, promise, visit, risk, and all-account queues
  • Sort by overdue days, amount, or customer
  • Log calls and collection activity
  • Capture promises to pay
  • Start and complete collection visits
  • Request sales assistance or pickup
  • Review bank-transfer claims and debt status

How it works inside the ERP

  1. Work priority, promise, visit, risk, and all-account queues
  2. Sort by overdue days, amount, or customer
  3. Log calls and collection activity
  4. Capture promises to pay
  5. Start and complete collection visits
  6. Request sales assistance or pickup
  7. Review bank-transfer claims and debt status

Workflows

Workflows

Receivables Follow-up & Collection

Separate relationship follow-up, field activity, promises, claims, and finance posting while keeping one customer context.

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Important scope note

The workbench coordinates follow-up; confirmed payment posting remains a finance operation.

Product evidence

This description was reviewed against user-visible interfaces and behavior in:

  • public/modules/collections-workbench/view.html
  • public/modules/collections-workbench/logic.js