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Customer Credit Limit Control

Effectively Manage and Enforce Customer Credit Boundaries to Safeguard Your Business

PrismERP’s Customer Credit Limit Control feature enables businesses to set precise credit limits for each customer, ensuring outstanding balances remain within authorized thresholds. This proactive control mechanism minimizes financial risk and supports healthy cash flow management.

🧾 What is Customer Credit Limit Control?​

This feature lets you define maximum allowable credit amounts per customer or customer category. It enforces these limits during sales order processing and invoicing, blocking or warning users when customers exceed their credit boundaries.

📌 Example:​

If a customer’s credit limit is set at BDT 50,000, any new sales order pushing the balance beyond this will trigger an alert or be prevented until payments are received.

⚙️ Key Functionalities​

✅ Assign credit limits on individual customers or groups ✅ Real-time credit utilization checks during order creation ✅ Automatic blocking or warning on exceeding limits ✅ Configurable tolerance levels and override permissions ✅ Integrated with sales, invoicing, and accounts receivable modules ✅ Credit limit tracking with detailed usage reports

🔗 Integrated With​

  • Sales Order Management
  • Invoice Processing
  • Customer Accounts Receivable
  • Financial Reporting and Alerts

🚀 Keep Your Credit Risk in Check With PrismERP’s Customer Credit Limit Control, you confidently balance customer satisfaction and financial discipline.