Credit limits are checked when a quote is sent

What moves

When a rep sends a quote for a customer, accounting is asked whether the customer's credit limit and hold status allow it, and its decision is recorded against the quote.

Before you start

• Both modules in your plan
• The CRM account is linked to a customer in the shared register
• A credit policy set up in accounting
• The person sending holds permission to read credit

Step by step

1. Account executiveCRM & Sales Pipeline

   Marks a quote sent for a customer.

   You see:The quote is checked before its status changes.

2. SystemAccounting & E-Invoicing

   Compares the quote total with the customer's credit limit, open balance and any credit hold.

   You see:Returns allow, warn or block according to your credit policy.

3. SystemCRM & Sales Pipeline

   Records the decision against the quote and either marks it sent or stops with the reason.

   You see:The rep sees why a quote was blocked and who to ask.

4. Account executiveCRM & Sales Pipeline

   Resolves the hold with finance or reduces the quote, then sends again.

   You see:The quote is marked sent.

Related

• Accounting & E-Invoicing
• CRM & Sales Pipeline
• CRM quotes are credit-checked and deals see payment
• Customers see and pay their invoices
• Customers see their statement and pay online
• An auditor exports e-invoices and an accountant retries a failure
• An employee's expense claim is approved and paid
• Connections between modules