Credit Limit Restriction
My business is mainly run on credit sales. In order to hit the sales target, my salespersons try to sell products without knowing customer credit limit. After having order agreement with customer, he creates sales order to get approval from manager. In this time, manager rejects the sales order because it is exceeded credit limit. Salesperson gets a problem with customer for breaking up the agreement. As a result, I am losing my valuable customers day by day in this way. I hope to have a setting to restrict for credit limit on sales order level.
Aung Min Thu (WTSC)
shared this idea
Hi all,
We have added the customer credit limit preference to effect the Sales order. You can enable this option under Settings > Preferences > Customers and Vendors > Enable Credit Limit > select Include sales orders’ amount in limiting the credit given to customers > Save
Best regards,
Zoho Books Team
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Credit Limit functionality is currently available in Zoho Books. This will be soon made available in Zoho Inventory as well.