Automatic credit line increase for Mass Allocations

Automatic credit line increase for Mass Allocations

 

The system does not allow to create orders for customers that are over their credit limit, however, users with this option enabled will be allowed to make an exception on this so they can bill items through  Mass Allocation process  to customers that have reached their credit limit.

 

Information

Once this option is enabled, the system will send a notification to Credit Managers informing that the product was sold to a customer that has reached their credit limit.

Instructions

  1. Go to Setup > Users > Company Users.

  2.  Use filters to "Search" for the user.

  3.  Go under the Actions column and click on "Edit".

  4.  Select the "Options" tab.

  5.  Enable the option named Do not allow access to Customers' E-commerce.

  6.  Click on Save.

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