A credit limit is the maximum amount of credit you allow a customer to charge to their account. You can set a default credit limit for all new customers using the Sales Easy Setup Assistant (see ‘You may not need to do every task. An introduction to each task helps you determine whether you need to do the task and, if so, the information you needSet up sales’), or set a specific credit limit for a single customer.
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warn users before recording a sale that will exceed a customer’s credit limit
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prevent certain users from recording a sale that will exceed a customer’s credit limit. When you use this preference, you set an override password to allow approved users to record the sale.
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Click the Customer tab and select the customer for whom you want to set a credit limit.
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Click the Selling Details tab.
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Click the Action menu icon (
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Type the customer’s credit limit in the Credit Limit field.
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To receive a warning when a customer exceeds the credit limit
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Click the Sales tab.
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Select the If the Credit Limit is Exceeded on Sale preference and choose Warn and Continue from the list.
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Click OK.
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To prevent the recording of a sale when a customer exceeds the credit limit
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Click the Sales tab.
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Select the If the Credit Limit is Exceeded on Sale preference and select Prevent Unless Overridden from the list. The Credit Limit Override Password window appears.
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You can change the credit limit override password in the Credit Limit Override Password window (choose Preferences from the Setup menu, click the Sales tab and then click Set Override).
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