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Set a credit limit check

In the entry layout you can specify whether you want to check the credit limit when an order is added. You can set this up for the order and the quotation. You record the credit limit itself at the sales contact level.

Profit checks the credit limit using the following formula: Credit limit -/- (Outstanding balance + Amount of outstanding packing slips + Amount of invoices not journalised + Quotation/Order amount).

Note:

You can set the credit limit check for orders and for quotations. In this description, you can substitute quotation for order.

Example:

Check the credit limit

You have the following information for a sales contact:

  • Credit limit: €5,000
  • Outstanding balance: €4,000
  • Amount of invoices not yet journalised: €400

    The sales contact's credit amount is: €5,000 -/- (4,000 + 400) = €600. You can still add a quotation or an order with a value of €600 or less. If you add an order or quotation for an amount greater than €600, Profit reports that the credit limit has been exceeded and Profit may block the order or quotation.

To set the credit limit check:

  1. Go to: General / Management / Entry layout.
  2. Open the entry layout properties select the entry layout for orders or quotations. You can also select a default entry layout supplied with Profit and click on the Copy action.
  3. Go to the tab: General settings.
  4. Select a value for Credit limit exceeded to specify how you want to check the credit limit:
    • Do notcheck credit limit option - Credit limit is not checked.
    • Report excess - Profit checks the credit limit. If the credit limit is exceeded, Profit reports this.
    • Report excess and block order - Profit checks the credit limit. If the credit limit is exceeded, Profit reports this and Profit blocks the order.
    • Block order - Profit checks the credit limit. If the credit limit is exceeded, Profit blocks the order.
  5. Click on: OK.

Directly to

  1. Order process entry layout settings
  2. Set default blocking of quotations and orders
  3. Set a credit limit check
  4. Check the minimum and maximum amount of a quotation/order
  5. Set order printing
  6. Set order e-mailing
  7. Set up that orders are always placed in the dossier
  8. Enter order number manually
  9. Finalise a quotation immediately
  10. Copy a quotation after the expiry date
  11. Add a new order immediately
  12. Redetermine price/discount for cumulative entry

Process

Set up checks in the entry layout

Work area

sales