Display Credit Limit next to Account Balance so the team can see when approaching the limit.
Display a warning when trying to save a quote that goes over the limit.
1 Votes
2 Comments
Sorted by
M
Mariaposted
10 days ago
Yes - again, would be very useful to us, and very important as there are so many businesses going into administration, or don't have credit terms and are therefore COD.
Because WG doesn't show if an account is overdue (only an account balance), we will often have to change the credit terms to NIL (due on receipt), so that they pay before goods are dispatched. But this is easily missed by the admin staff when invoicing.
The only other option we asked for, is a POP UP screen that we could initiate on any client that we want our staff to be wary of. Eg.
NOTE: Customer is on STOP SUPPLY. No further orders will be processed until payment is made in full.
or Customer is COD only. Orders must be prepaid before delivery.
Display Credit Limit next to Account Balance so the team can see when approaching the limit.
Display a warning when trying to save a quote that goes over the limit.
1 Votes
2 Comments
Maria posted 10 days ago
Yes - again, would be very useful to us, and very important as there are so many businesses going into administration, or don't have credit terms and are therefore COD.
Because WG doesn't show if an account is overdue (only an account balance), we will often have to change the credit terms to NIL (due on receipt), so that they pay before goods are dispatched. But this is easily missed by the admin staff when invoicing.
The only other option we asked for, is a POP UP screen that we could initiate on any client that we want our staff to be wary of. Eg.
NOTE: Customer is on STOP SUPPLY. No further orders will be processed until payment is made in full.
or Customer is COD only. Orders must be prepaid before delivery.
Hopefully this can be escalated.
0 Votes
Jennelle Dupuy posted 10 days ago
Very important aspect of business risk mitigation
0 Votes
Login or Sign up to post a comment