A credit limit is the maximum amount of credit you allow a customer to charge to their account. You can set a default credit limit for all new customers (see Set up sales) or set a specific credit limit for a single customer.
1
|
2
|
Click the Customer tab and select the customer for whom you want to set a credit limit.
|
3
|
4
|
Click the Selling Details tab.
|
5
|
6
|
Type the customer’s credit limit in the Credit Limit field.
|
7
|
8
|
1
|
2
|
Click the Sales tab.
|
3
|
Select the If Credit Limit is Exceeded on Sale preference and choose Warn and Continue from the list.
|
4
|
Click OK.
|
2
|
3
|
Click the Sales tab.
|
4
|
Select the If Credit Limit is Exceeded on Sale preference and select Prevent Unless Overridden from the list. The Credit Limit Override Password window appears.
|
6
|
You can change the credit limit override password in the Credit Limit Override Password window (choose Preferences from the Setup menu, click the Sales tab and then click Set Override).
7
|