Define customer credit limits, track credit usage, and monitor available credit directly from the customer profile. Automatically enforce credit policies, block over-limit sales orders, and manage approval requests through a structured credit approval workflow.

Automatically validate customer credit limits during quotation and sales order confirmation. When an order exceeds the approved credit limit, the system routes it through a structured approval workflow, ensuring compliance with company credit policies before processing the sale.

When a sales order exceeds the customer's approved credit limit, users can instantly submit a credit approval request. The system displays credit exposure, available credit, order value, and excess amount, allowing approvers to make informed decisions before the order proceeds.

Track credit approval requests directly from the sales order. Orders exceeding customer credit limits are placed in a pending approval stage, providing complete visibility into approval status, exceeded amounts, and decision progress until final authorization is granted..

Empower authorized users to review and decide on credit approval requests directly from the sales order. Managers can approve eligible orders or reject requests based on customer credit exposure, exceeded amount, and company credit policies.

Once a credit request is approved, the quotation is automatically confirmed and converted into a sales order. The system maintains a complete approval history, ensuring transparency, compliance, and a seamless transition from credit review to order processing.