Credit Management

#1 Credit Management

This mask enables the user to verify and manage settings of customer register credits, without entering every one of them from contacts management of 'Home'-'Registers'-'Contacts Registers' tab.

There are four credit control types:

Doc. Block and credit monitor: the sales area document, that overruns the credit, will be blocked and for this reason there will be the necessity to authorize it in order to go on to the following phases of documental flow;

Credit Monitor: it will be necessary to perform a credit control with possible message to the user of the overrunning occured;

Group Block: as the first one, but the calculation is cumulative for all companies of database that refer to the same customer register;

Group Monitor: as the second one, but the calculation is cumulative for all companies of database that refer to the same customer register;

The field of insured credit is only a reference not managed actively by the program, as well as the credit notes.

the credit management procedure consists as follows:

RIBBON BAR: it represents the Form menu, that is the area in which it is possible to perform actions about a pre-existing document rather than to create a new one. The list of features is the following: