Finding Applications in the Versatile Portal

• This article provides a walkthrough of finding applications in the Versatile portal.
• This article is intended for users with access to a Versatile portal.

Overview

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When you're ready to process a financed purchase in the Versatile portal, the first step is to locate an approved application. You can easily find these under the Applications tab, where they can then be used to generate a new Order.

Step-by-Step Guide

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1. Access the Versatile Portal.

2. Click Applications.

3. Find the customer's application and click on its submitted date to access the Application Details page.

4. Here you'll find all the information relevant to the application, such as the amount the customer was approved for. Additionally, you'll find the Create Order button in the top-right corner of the screen.

5. The search in the Applications tab is set to 30 days by default. If the application you're searching for is older than that amount, you can use the Submitted dropdown to change the date range.

6. Here, you'll be able to select one of the available range presets or select a custom range.

7. If you select a custom range, you'll be able to select your desired dates using the calendar pop-up.

8. Click Apply to save your changes.