Home › Resources › Guides › Dealer Credit-Control Playbook
Free playbook · Credit control
The Dealer Credit-Control Playbook
A practical guide to stopping credit leaking through your dealer network — caught at order time, and never a rupee lent. Written for manufacturers with dealer and distributor networks.
What’s inside
- The three-part credit leak — and why the aging report always finds it too late.
- Enforcing the limits you set at order time: hold, cap to headroom, or decline.
- Utilisation, outstanding and accounts-receivable aging in one live view.
- Automated payment reminders and collections on overdue balances.
- A 10-point credit-control readiness self-assessment you can score today.
Get the free playbook
7-page PDF · FreeTell us where to send it and it’s yours.
Who it’s for
Who this playbook is for
If dealers order over WhatsApp and phone, and you find out about a breached limit only when the aging report lands, this is written for you — whether you own the channel or carry the receivables.
Sales & ops leaders
You own the dealer channel and feel the manual-ordering pain first-hand.
Finance & the CFO
You carry the outstanding, the aging and the write-off risk at close.
Founders moving to self-serve
You’re shifting dealers to self-service ordering and need the credit gate to move with them.
The platform
How Concord fits
The playbook is vendor-neutral — the principles hold whatever you run on. Here’s where Concord does the work, if you want it built in rather than bolted on.
Enforce at order time
Every dealer order is checked against the available limit before it’s placed; a breach is held, capped or declined — never discovered later in an aging report.
Receivables, aging & reminders
Utilisation, outstanding and accounts-receivable aging in one live view, with automated payment reminders and collections on overdue balances.
Standalone or above your ERP
Runs on its own, or syncs limits and outstanding via API-based integration. Control you configure — never lending. Not a DMS. Not a SFA.
Frequently asked questions
Is the playbook really free?
Yes. It costs a work email so we can send it to your inbox — nothing more. Unsubscribe in one click whenever you like.
Is this about lending dealers money?
No. The playbook is about credit control — enforcing the limits and payment terms you already extend to your dealers. It is never about lending, financing or any credit product.
Do I need Concord to use it?
No. The five principles are vendor-neutral and hold whatever system you run on. The last section shows how Concord puts them in place, if you want it built in.
How do I get it after I sign up?
The download link lands in your inbox moments after you submit the form. If it doesn’t arrive, check spam or write to us and we’ll resend it.