Set Credit Limit for Salesman

Owned by Gracia Surialim
Last updated: 2016-Oct-28 by Jessie Ju (Unlicensed)
1 min read

  1. Add or Edit New User (Add New Users)

  2. Click on Optional Tab

  3. Tick "Enable Credit Limit" and Key in the Credit Limit Amount


  4. Set or Configure Role Permissions for the user : Trading → General Permissions → Disabled or Untick the permission to "Can override credit limit control" or Tick the permission to allow the salesman to override the salesman credit limit.



  5. After all set up are done, please set the correct salesman when creating transaction








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