Setting Customer Credit Limits

Credit Limits

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 (images 2 & 3).

The credit limit takes into account all invoiced and work in progress orders that have an outstanding amount.
For example:
-Your customer has a credit limit of $10,000
-There are invoiced orders with $5,000 outstanding and work in progress orders with total outstanding value of $4,000.
-If the next order placed by that customer is greater than $1,000, it will trigger the credit approval check.

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.

1.

Open

2.

Open

3.

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 customer's orders in the system.