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Question

Credit Limit - review dates

  • February 12, 2021
  • 2 replies
  • 96 views

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  • Sidekick (Customer)
  • 75 replies

If we add in a Credit Limit review date, does this affect anything?

 

Do we get any alerts to review or does it affect orders etc?

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2 replies

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  • Hero (Employee)
  • 88 replies
  • February 12, 2021

you have to setup the message groups, assign credit analysts to the customer and ensure the notification events are enabled. once all this done, you can then receive notifications / alerts when credit limit review date arrives.


Forum|alt.badge.img+6
  • Hero (Employee)
  • 88 replies
  • February 12, 2021

you have to setup the message groups, assign credit analysts to the customer and ensure the notification events are enabled. once all this done, you can then receive notifications / alerts when credit limit review date arrives.

also, it does not affect orders or credit checking, it is just for house-keeping of the customer credit limits.