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Customer Credit Control

Comprehensive Tools to Monitor, Enforce, and Manage Customer Credit Efficiently

PrismERP offers a robust Customer Credit Control module that not only allows setting credit limits but also provides advanced control features to protect your business from credit risks and improve cash flow.

🧾 What is Customer Credit Control?​

This module manages credit exposure by enforcing credit limits, controlling credit receipt periods, and enabling batch updates of credit limits based on customer sales performance. It helps balance sales growth with financial prudence.

Core Components:​

1. Customer Credit Limit Control​

Assign and enforce individual credit ceilings per customer to prevent excess outstanding balances. Real-time checks ensure sales comply with these limits.

2. Block Credit Limit on Credit Receipt Days​

Automatically block or restrict sales to customers exceeding allowed credit receipt days, minimizing overdue payments and accelerating collections.

3. Batch Credit Limit Update Based on Sales Amount​

Easily update credit limits for multiple customers simultaneously based on their cumulative sales volume or payment behavior, simplifying credit management.

📌 Example:​

A customer with a credit limit of BDT 1,00,000 and a maximum credit receipt period of 30 days will be prevented from placing new orders if their outstanding invoices exceed the limit or payments are overdue beyond 30 days.

⚙️ Key Features​

✅ Flexible Credit Limit Assignments Configure credit limits per customer or customer groups.

✅ Credit Receipt Day Monitoring Set credit terms with allowed receipt days and block orders upon violation.

✅ Bulk Credit Limit Adjustments Use sales data-driven batch updates to adjust credit limits automatically.

✅ Real-Time Alerts & Blocking Notify users or block transactions when credit rules are violated.

✅ Seamless Integration Syncs with sales orders, invoices, payments, and accounts receivable.

✅ Detailed Credit Reporting Track credit utilization, overdue amounts, and risk profiles in dashboards and reports.

Business Benefits​

🔹 Reduce exposure to bad debts and overdue payments 🔹 Streamline credit management across customer portfolios 🔹 Improve cash flow and financial stability 🔹 Automate credit rule enforcement for faster decision-making 🔹 Empower sales teams with up-to-date credit information 🔹 Gain better insight into credit risk and customer payment trends

🔗 Integrated With​

  • Sales Order & Invoice Processing
  • Accounts Receivable & Payment Modules
  • Customer Master & Credit Risk Management
  • Financial Reporting & Compliance

🚀 Maximize Revenue While Minimizing Risk With PrismERP’s Customer Credit Control, you get the precision and automation to confidently extend credit without compromising your business health.