This app manage credit limit and do not allow to confirm sales order if customer has reached limits. This allow you to configure difference credit limit rules/policies your company is having and set on customer form.

 

 

Main Features:

- Allow Sales team to create Credit Limit Rules.

- Allow Sales team to set Credit Limit Rule on Customer Form.

- Credit limit will be compared using Customer receivable amount or Customer receivable amount till number of days you have set on rule. (See Credit Limit Formula).

 - You are allowed to have product and categories set on credit limit rule so when that product and category comes on sales order then only credit limit will apply.

- Credit limit will be automatic set on customer form.- For more details please see video or contact us.

App New Menus:

• Sales
  • Configuration
    • Credit Limit Rules
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