• User can configure the credit limits of sales and purchase with the help of this option.


    1. Open an existing company following Open Company.
    2. Click "Utilities" from menu-bar & select Settings > Co. Configuration from drop-down list.
    3. A multiple tab "Company Configuration" window will open. 
    4. Click on "Credit Limits" Tab & following window will appear.


 


 Enable Credit Limits 

 Tick the check-box to enable credit limits.

 Enable Multi Co.Credit Limit

 Tick the check-box to enable credit limits in multiple companies.

 Enable credit limits on days

 Tick the check-box to enable credit limits for specific no.of days.

 Sales

 Ask in customers

 Tick the check-box to enable pop-up message for credit limits for customers.

 

 Credit Amount

 No Credit 

 Select if you do not wish to provide any credit.

 No limit

 Select if you do not wish to limit the credit amount.

 Limit Value

 Select if you wish to limit credit to a particular amount & mention amount in the field provided.

 


 If limit is reached

 Ignore

 Will not show any message.

 Confirm

 Will show message asking for confirmation.

 Warn 

 Will show warning message.

 Block

 Will block the customer for any further transactions.

 Credit Days

 Mention no.of days to give credit during sales.

 Purchase

 Ask in vendors

 Tick the check-box to enable pop-up message for credit limits for vendors.

 

 Credit Amount

 No Credit

 Select if you do not wish to provide any credit.

 No limit

 Select if you do not wish to limit the credit amount.

 Limit Value

 Select if you wish to limit credit to a particular amount & mention amount in the field provided.

 


 If limit is reached

 Ignore

 Will not show any message.

 Confirm

 Will show message asking for confirmation.

 Warn

 Will show warning message.

 Block

 Will block the customer for any further transactions.

 Credit Days

 Mention no.of days to give credit during sales.