Keep food production customer credit and payment status accurate
Keep food production customer credit and payment status accurate
Finance at food producers set customer terms manually, causing orders to use wrong payment rules. Assign credit limits and payment groups so finance and sales use correct credit status.
Overview
Manual credit assignment exposes food producers to supplier disputes and production delays. This workflow assigns credit limits and payment-term groups when customers are created, keeping finance and sales aligned on credit status and preventing orders from using incorrect payment rules.
Notable Features
- Assign credit limits on customer creation
- Set payment-term groups by criteria
- Notify finance and sales on changes