“This page covers everything related to the credit limit, its importance, uses, and how to set it up.”
Note: “Credit limit” is the maximum amount of credit that a company or organization allows its customer to use. This limit can change, either increasing or decreasing, based on various factors such as “invoices” and “returns,” among others. The updated value of the credit limit can be utilized by displaying it on sales pages before executing any document related to that customer.
To access the Customer Management page and set the credit limit:
please follow the instructions below:
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Firstly, How to Access the Customer Management Page:
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- Start from the home page by clicking on the “Sales” menu.
- Look for the “Customers” window in the top bar of the page.
- Once you click on it, you can access the “Customer Management” page.
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Customer Management Page:
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- You will find a list containing all customers registered in the system.
- For each customer, information such as the number, reference, name, and allowed credit limit will be displayed.
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To Adjust the Credit Limit for a Specific Customer:
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- Navigate to the customer’s data editing page by clicking on the link of the customer you want to edit.
- Look among the displayed fields for the “Credit Limit” field.
- When you find the “Credit Limit” field, check the currently saved value for the customer.
- If you wish to change this value, enter the new value you want to set as a new credit limit for the customer.
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Saving Changes:
- Once you have made the required modifications to the value, click the “Update Customer” button on the page.
- The modified data will be saved in the system, and the credit limit will be updated according to the new value you specified.
In summary, you can easily make changes to a customer’s credit limit by navigating to the Customer Management page and following the steps outlined to access the customer data editing page and modify the credit limit, saving the changes in the system.