How do I manage the credit status of a business partner?

Overview

This describes how you can manage the credit status of a single business partner. If you want to know how to set the credit status for an entire business partner group, click here.

Steps

1. Open the entry of an existing business partner or add a new one.
2. Go to the record tab “Statistics” at the bottom of the page.
3. Double-click the field Credit Status of the statistics line and pick a status from the drop-down list, e.g., Credit OK.
4. metasfresh saves the progress automatically.

Next Steps

1. Set credit limit.
2. Request approval for the credit limit.
3. Approve credit limit (only authorized users).

Example