Selling · Guide 218 of 624
Credit limits
Credit limits stop RockifyERP from selling more to a customer than you allow them to owe.
How to do it in RockifyERP
- Open the customer and find the Credit Limit table.
- Add the company and the limit amount.
- Choose whether to bypass the check at sales order stage.
- Save. Orders or invoices that would exceed the limit are blocked unless approved.
Tip: Give the Credit Controller role the right to approve exceptions, rather than raising limits for one order.
Need more help with RockifyERP?
Can’t find what you’re looking for? The RockifyERP support team can walk you through it. Contact RockifyERP support.