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.

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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

Limit, outstanding, overdue

All three figures show on the screen as the order is placed, whether the dealer enters it or a sales officer keys it in on the dealer’s behalf.

Held, not blocked

An order past the limit waits. Holding leaves room for a conversation the software knows nothing about, which is often how the decision is made.

Released with a name

The person who releases an order is recorded with the time and the reason typed. Later questions about who allowed what have an answer.

Ageing that matches the ledger

Outstanding is shown bill by bill with the days each has crossed, using the same figures the accounts team reads and the dealer downloads.

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

FAQ

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.

Talk to us

Tell us what you need.

Share your requirements and one of our engineers will come back to you within one business day.

What happens after you share your requirements

A senior engineer reads your answers. Nobody phones first.
Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
No call is booked and nothing is paid until you have read the note. Your details stay with us.

Start with your requirements

Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.