How to Set and Manage Customer Credit Limits

Step 1: Access the Customer Profile

• From the Customer Profiles screen, select the customer whose credit limit you want to manage.

Step 2: Set the Credit Limit

• In the customer details section, find the Credit Limit field.
 
• Enter the desired credit limit for the customer. This will prevent any new transactions that exceed this limit.

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Step 3: Update and Manage Credit Limits

• To update the credit limit, simply return to the customer profile, adjust the credit limit, and save the changes.

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Step 4: Monitor Customer Transactions Against Credit Limit

• The system will alert users if any sales orders exceed the set credit limit, helping you manage financial risk.