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 ‘Set 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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