In metasfresh you can limit the total amount from all unpaid invoices of a partner to a maximum. This is called the credit limit.
If a partner has reached their credit limit, any new orders placed by them cannot be processed for as long as their debts remain unpaid. How much of the partner’s credit has been used is shown in the field Credit Limit Usage in the respective partner entry.
There are several different types of credit statuses, the meanings of which are described below:
|No Credit Check||Credit is not checked.|
|Credit Watch||Note to the user that they will soon be reaching their credit limit.|
|Credit Hold||No orders, shipments, payments, etc. are possible!
Note: The “hold”-status can be removed by increasing the credit limit.
|Credit OK||Sales possible without restrictions.|
|Credit Stop||No orders, shipments, payments, etc. are possible!
Note: The “stop”-status cannot be removed by increasing the credit limit.