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Batch Credit Limit Update Based on Sales Amount

Automatically Adjust Customer Credit Limits According to Their Sales Performance

Efficient credit management requires dynamic adjustment of customer credit limits aligned with their purchasing behavior. PrismERP’s Batch Credit Limit Update feature empowers your finance team to revise credit limits in bulk based on customers’ total sales amounts—streamlining credit control and reducing manual workload.

🧾 What is Batch Credit Limit Update Based on Sales Amount?​

This feature allows you to periodically update credit limits for multiple customers simultaneously by analyzing their cumulative sales data. By linking credit limits to sales volume, you ensure credit assignments reflect current business relationships and risk profiles.

📌 Example:​

After reviewing quarterly sales, the system increases credit limits for high-volume customers and adjusts limits downward for inactive or low-volume accounts, all through a batch update process.

Key Features​

✅ Bulk update credit limits for large customer sets ✅ Define rules based on sales thresholds or percentage increments ✅ Schedule automatic or manual batch updates ✅ Integrate sales data from multiple periods for accurate calculation ✅ Audit trail for changes with user and timestamp information ✅ Option to notify customers or sales teams of credit limit changes

🔗 Integrated With​

  • Customer Credit Limit Control
  • Sales & Order Management
  • Accounts Receivable
  • Financial Reporting

🚀 Optimize Credit Policies at Scale With PrismERP’s Batch Credit Limit Update feature, confidently manage your credit portfolio by automatically aligning limits with customer sales activities—efficiently and accurately.