When you initiate a credit application, Trade Shield needs the workflow type to match the country where the applicant entity is registered. If there is a mismatch, the platform cannot assign the correct report product — and you will see the red banner below.

WHAT THE ERROR LOOKS LIKE

⚠ Note: Do not click Initiate if you see this banner. Close or navigate back and restart with the correct workflow.

Navigate to Start Workflow in the left-hand sidebar. Select the workflow that matches where the applicant's entity is registered. For any entity outside South Africa, choose the Africa or International workflow.

Once the correct workflow is selected, you will arrive at the company search screen. Change the country dropdown to the applicant's country (e.g. Spain) and search for their company name or registration number.

START WORKFLOW & COMPANY SEARCH

ⓘ Tip: If the company appears in the search results, select them and continue. If they do not appear, proceed to Step 3 to add them manually.

If the international entity does not appear in the search results, click "Can't find [name]? Add it now" at the bottom of the results screen. This opens the Customer Details form where you can enter the applicant's information manually.

Complete all required fields and click Continue to proceed with the application — the No Product/Report error will no longer appear.

ADD ENTITY MANUALLY

ⓘ Tip: Once you click Continue, the application will proceed without the No Report/No Product error. The correct product and report type will be assigned automatically based on the workflow selected.