ID #1058

How to set the credit limit of the customer so that the system stops selling more than the limit set?

Answer:

You can allow credit sale and also can check the credit limit during sale, in FusionRetail6. Please check the following steps...

Step1:

  1. Go to Main > Master Data Management > Others > Customer Master(M> O> C)
  2. Select the customer from the list or create new
  3. Set “Allow Credit Sale=Yes
  4. In “Account” field press CTRL + N
  5. Select account name from the list or create new
  6. Set “Group Name = Sundry Debtors
  7. In Credit Limit enter the desired credit limit
  8. Save
  9. Esc
  10. Save Customer master

 

Step2:

  1. Go to  Main Menu > Sales Management > Transaction > Sales Invoice (POS) (S> T> S)
  2. Alt+ O (or use "-O opt voucher" button)
  3. Set "Check limit on credit sale = Stop" (Default is “No”, you can also use "Warn")
  4. Save 

Note: Please enter a non-zero value in credit limit field to enable system to help you choose credit sale as MOP

For more detail please visit:

Tags: Customer Master, Sale Invoice, Setup

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