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How to use the Credit Limit Worksheet
Steps | Description | ||||
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1 | Go to 1) Select the action Credit Limit Worksheet | ||||
2 | Add Customer to credit limit worksheet ) Fill up the worksheet for review and apply new credit limit. Select Action button Add Cust. to Credit Limit Wksh. Remarks: user can fill up the Start Date, End Date, Customer, Calculation Value x, y manually | ||||
Fill up the criteria for adding customer to the worksheet for review the sales amount and credit limit in the worksheet. Click OK to confirm the option
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3 | Calculate Suggested Credit Limit...
3) Calculate Suggested Credit Limit...
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4 | Apply Suggested ) Review Customer Credit Limit | ||||
5) Apply Suggested Credit Limit | |||||
Suggested credit limit to be calculated according to the formula Sales (LCY) / x * y. User can edit the suggested credit limit or apply the suggested limit to the customer. | |||||
Click Apply Suggested Credit Limt. if ready to update the credit limit to customer card | |||||
5 | 6) Credit Limit Updated to Customer Card System update the credit limit to customer. The credit limit change information to be added to Comment Sheet by system. |