The Limit Is on Screen, Not in Your Head
A contractor rings for two tonnes of steel. The boy at the counter says yes, because he has no way of knowing the man already owes four lakh across three sites. The lorry is loaded before anyone senior hears about it.
The owner is the only one who knows
Limits live in the owner’s head, and he is at the bank, or at a site, or asleep. Orders get taken anyway. Refusing a regular customer is not something a counter clerk will do on his own judgement, so the yard extends credit it never agreed to extend.
What the counter sees while booking
Outstanding and limit together
Both on the order screen while the order is being written. The clerk is not making a judgement, he is reading a number.
Held, not refused
An order past the limit goes into hold. The contractor is told it is with the owner, which is a far easier sentence to say.
The release is recorded
When the owner lets it through, his name and the time go on the order. Arguments three months later have somewhere to go.
Nothing leaves meanwhile
The yard cannot load against a held order. The rule survives a busy morning. A verbal rule does not.
Limits per contractor
Each account carries its own figure, set by you and changed by you. A new contractor can start small.
What it will not do
It does not decide who deserves credit. That judgement is yours, built from twenty years of knowing which contractors pay after the slab and which pay after the handover. The software only makes sure your decision reaches the counter.
- Orders on hold, waiting for a release
- Contractors nearest their limit
- Releases given this month, and by whom
- Limits and balances brought across from Tally at set-up
Frequently asked questions
Can the owner release an order from his phone?
Yes. Held orders open in a browser, so a release can be given from a site or from home. The record keeps who did it and when.
Can a limit be set per site instead of per contractor?
The limit sits on the contractor, and the outstanding is shown broken up by site underneath it. Most yards find that is the useful way round, because the money comes from one man.
What if we want to allow one order past the limit?
That is exactly what the hold and release is for. It is allowed, it is deliberate, and it is on the record instead of being a conversation nobody remembers.
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