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Enabling the credit limit feature allows a user to import and reference QuickBooks accounts receivable and aging data to easily monitor the line of credit for a specific customer. This tool can ensure that orders are not placed for any customer who is over their credit limit, warn when a customer has reached their credit limit and can keep track of the invoiced and un-invoiced order amounts.
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Imported A/R records are updated according to the specific schedule set in the Credit Calculations X Stream Definitions. For assistance updating the interval please contact Customer Support. Credit limits are not currently supported by Rapidship Client. |
How to Set or Edit Credit Limits Permissions for Operations App Users
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Go to the Accounting tab.
Go to Enforce X Dispatch Credit Limit and/or Enforce X Internet Credit Limit and select how you would like to enforce credit limits. You can choose between:
Ignore - Any credit limit set on a customer record will be ignored and all orders can be placed.
Warn - This option is only available for Enforce X Dispatch Credit Limit. A warning will be displayed when entering the Customer ID of a customer with a credit limit when placing an order or editing any posted route stop.
Enforce - A warning will be displayed when entering the Customer ID of a customer with a credit limit when placing an order or editing any posted route stop. See Configure Internet Credit Exceeded Message for the warning message in the Client Portal.
The Warn and Enforce message for all orders placed inside of the Operations App is set by CXT Software and cannot be changed,
Click OK or continue to the steps below to configure the internet credit exceeded message.
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Go to the Internet Options tab.
In the Orders section under Credit Exceeded Message, enter the text you would like to display.
Click OK.
Export from QuickBook and Import to the Operations App
See Import A/R Data from QuickBooks.
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