The module for enables businesses to set and enforce credit limits for individual customers, enhancing financial control and reducing the risk of bad debt. By automatically flagging sales orders that exceed the established credit thresholds, this module ensures proactive management of receivables and supports healthier cash flow.
Assign customizable credit limits to individual customers.
Automatically flag sales orders as 'CC HOLD' if they exceed the customer's credit limit.
Integrate seamlessly with Sales and Invoicing modules.
Provide real-time alerts and notifications for credit limit breaches.
Support for multi-currency transactions and regional formatting.
Enhance financial security by preventing overextension of credit.
Improve cash flow management through timely identification of potential issues.
Streamline credit control processes with automated alerts and flags.
Strengthen customer relationships by maintaining transparent credit policies.
Reduce administrative workload with integrated credit management tools.
Adding Credit Limit for customers on sale orders with ability to give users access rights to hold it
Features
- Adding Credit Control tap in Contact view
- Users with Manager access rights can set value for credit limit
- Users with Manager access rights can see summery of credit balance
- Users with User access rights can only hold tjhe credit limit for the customer
- sales users with users access right of credit limit can see how much balance and credit limit on sale order
- If customer credit limit after adding the sale order or quotration value before confirmation exceeds the credit limit value, the will get message that customer over credit and they will get the credit limit value in addition to current balance
- users with credit limit access rights of user or manager can put credit limit on hold
- all changes are stored in chatter
