Advance Credit Limitby Synconics Technologies Pvt. Ltd. http://www.synconics.com
• CRM (crm)
• Sales Management (sale)
• Inventory Management (stock)
|License||See License tab|
|Also available in version||v 13.0 v 12.0 v 11.0 v 10.0 v 9.0|
Configuration of Credit Code Rule
Under Sale configuration we can define the rule
This screen describes credit hold rule and user can configure the same here. Under this rule every time a sale order is created, regardless of credit limit or past due this goes into hold stage while confirming the order.
Configuration Based on Rule
Dynamic rules are predefined and one may configure as per business needs.
Example of configuration based on rule
Here we take an example where Credit code rule states approval is needed if there is any amount which is past due in 60 days or more.
Configuration Based on Advanced Rule
Further enhancing the credit code, we have developed a feature wherein on top of past due days the system also takes into consideration a percentage of what is due compared to credit limit.
Under customer records, there is a field which can be activated if there is a need to have credit check on this customer. Also a credit limit and credit code rule can be defined here.
Create Sale Order
Once we create a sale order and proceed to confirm it, at this stage system will check credit code rule and if there is any past due. Then accordingly it will check with credit limit and put on hold or gets in confirmed stage.
Credit Code Hold
Upon confirming the order if it goes in hold stage, then an approval is needed. Account manager can approve or reject Credit hold order.
Credit hold order on Dashboard
Through dashboard Account manager can view all credit hold records and can either approve or reject.
Credit Hold Approve/Reject
For any particular order where it is in hold stage, Account manager can approve credit hold order and mark approval amount along with approval reason. Likewise Account manager can also Reject with a reason.
Once orders which are on hold stage gets approved for an amount which is equal to or less than order amount, user can then create delivery order.
User can check Credit code approval history order wise.
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