Credit Limit Checks and Order Holds
Credit limit, outstanding and overdue amounts appear on the order screen while an order is placed. Orders past the limit are held for an authorised person to release.
Checking before packing
Where the order taker cannot see the ledger, cartons can be packed before anyone checks what the dealer owes. Refusing the load at that stage costs a relationship as well as a lorry trip. The check belongs at the start of the order.
What sits on the order
What the owner reviews
- Orders held on the limit, and who released each one
- Dealer outstanding with ageing, oldest bill first
- Parties regularly running past their terms
- Dealers who have not ordered this month
Frequently asked questions
Does it decide who deserves credit?
No. It holds the limits the firm sets and records who released an order past them. Which party to trust remains a judgement built on knowing the dealer.
Can we block a party completely?
Yes. A dealer can be stopped outright instead of held, as with a party in dispute. Stopping and restarting are both recorded.
Who is allowed to release a held order?
Whoever the firm names, often the owner or one senior person. The order desk can see that an order is held without being able to release it.
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