Concord B2B2C_Credit Limits

Introduction:

What is Credit Limit?

Credit limits are the maximum amount of money one business allows another business to owe on credit when buying goods or services.

Add Credit Limit

• Click on Credit Limits under Financial Management in Left Side Panel.

• User redirected to Credit Limit List Page

• Click on Add Credit Limit Link

• Add New Credit limit Pop Up displays.

• Add Credit Limit ID, Select Dealer code from drop down, Status, Credit Limit Amount, Currency from Dropdown, Credit term days from dropdown, Validity Period, Report Frequency from dropdown, Alert rate type from dropdown, Alert threshold and click on Save button.

• Credit Limit created successfully and displayed in List Page

 

Edit Credit Limits

• Click on edit icon under actions to edit saved details.

• Edit Credit Limit page displayed with saved details.

• Edit required details and click on save button to save edited details.

Delete Credit Limit

• To delete not required Credit limit, click on delete icon under actions.

• After click on delete icon, credit limit deleted and also removed from list page.

Search Credit Limit

• For searching required Credit limit Click on Search icon, search bar appears with search by ID as place holder.

• Enter ID and click on search icon.

• After click on search icon, respective Credit limit are displayed based on search ID.

Filter Credit Limit

• For filter Credit Limit, Clicks on Filter Icon.

• Filter popup page displayed.

• Click on Filter button. Property, Operation dropdowns are displayed. Select data from Dropdown. Value box opens. Enter data and clicks on Tick mark icon

• Respective Credit Limits displayed based on Filters.

 

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