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- You can Edit the Billing Details via Edit Details in the Customers Card Box
- View the history of this customer via View History
- You can see the Details Tree via + Show Tree
- You can download all of the addresses to your email contacts via the V card symbols
- Add customer warning message with editable warning colours (See below example)
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Credit limits can be set for each customer, this prompts a pop up box on the quote summary screen when the credit limit has been exceeded (image 2 & 3)
The pop up box will not be removed until the credit limit is increased or the customer has paid outstanding amounts.
The credit limit is set under the Customer card > Account details (Image 1)
The status for this function can be edited in (Settings-> Sales settings-> Orders status)
Accounts could be a few days out in reconciling, therefore BUZ does not restrict allowing customer orders to be placed, the orders are not processed until Credit approval is completed.
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For wholesalers →
If you want to have a note on the customer card 'Account is on Hold' as the customer has outstanding payments simply set the credit limit to negative.
Account is on hold will appear when entering an order and on any of the customers orders in the system.
Days Credit
Days Credit (30, 60 or 90 days from the end of the month) can be set for each customer to restrict any customers who have exceeded 30, 60 or 90 days credit. This prompts a pop up box on the quote summary screen when the credit days has been exceeded from the end of month. You can set either 30, 60 or 90 days credit.
The pop up box will not be removed until the days credit limit is increased or the customer has paid outstanding amounts.
The days credit is set under the Customer card > Account details (Image 1, 2 or 3). You must have an amount in the credit limit field for the days credit limit.
The status for this function can be edited in (Settings-> Sales settings-> Orders status)
Accounts could be a few days out in reconciling, therefore BUZ does not restrict allowing customer orders to be placed, the orders are not processed until Credit approval is completed.
- 30 Days Credit
2. 60 Days Credit
3. 90 Days Credit
When placing an order in BUZ and the customer has exceeded the days credit the following message will show.
Once orders have been placed if the customer has reached the credit days.
Note: You can't have both credit limit and days credit working with each other at the same time. There isn't a check for both, BUZ handles them separately. If a customer exceeds the credit limit - the credit limit message will appear, if a customer exceeds days credit the days credit message will appear.
Removing Days Credit
Option 1 - using the Export/Import function
Contacts -> Customers -> Import/Export -> Download Current Layouts -> Customers Billing -> Export -> update the Days credit field to 0 and re import the file to BUZ
Option 2 → Using BUZ
Customers → Advanced Search to find required customer → Edit Details → Scroll down to Account Details → Update Days Credit to zero → Save
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Setting Credit Limits
Days Credit
Import/ Export Customer Details
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