Code | Function | Invoice | Sales Order | Logistics Shipments | Point Of Sale |
---|---|---|---|---|---|
Always Allow | Allow the entry of invoices, orders, or back-orders for customers who are over their credit limit. No warning message will be displayed and this is truly the same as having no credit limit established. | ||||
Normal | The system will prompt the operator with a warning message if the customer is going to exceed their pre-set credit limit. The operator may then choose to continue with the transaction. Both the customer’s credit limit and A/R balance will be displayed. | ||||
Monitoring | The system will allow entry of a ticket but will place the ticket on “hold” status if the ticket is NOT a Cash Sale or a Cash Refund. The system will send the credit manager an email to notify him/her that the ticket was entered for the customer. The “held” ticket will not be printed at the time of entry, but may be released at the discretion of the credit manager | ||||
Always Hold | The system will allow entry of a ticket but will place the ticket on “hold” status if the ticket is NOT a Cash Sale or a Cash Refund. The system will send the credit manager an email to notify him/her that the ticket was entered for the customer. The “held” ticket will not be printed at the time of entry, but may be released at the discretion of the credit manager. | ||||
Reject Orders | You will be allowed to enter an order and the system will warn you that the customer is over the credit limit. When the order is shipment confirmed, the system will only allow a cash sale and not a charge to the customer’s account. (PT) The system will not allow entry of any type of ticket for this customer. | ||||
COD | If the customer is C.O.D. the system will only allow cash sales (no charges on account) for this customer not unless the the override password is provided o If you enter an order for a C.O.D. customer, a message will alert the operator that the customer is C.O.D. | Requires cash payment method be used |
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