Products / ERP / Features / Credit Management
Assign customer credit limits distinctively to each of your customers depending on their purchase history and association level.
Update, manage, and control your customers' credit limits as per your growing terms with your customer base.
Control your sales orders as per defined customer credit limits to prevent bad debts and maintain the creditworthiness of your customers.
Access your customers' credit limits while creating sales orders helping you stay updated with their current credit limit status.
Assign, manage, and control credit limits of your customers considering their purchase history, past behavior, and more, ensuring improved cash flow and minimizing the risk of bad debts. Upgrade or control credit limits based on your customer relationship and association with them.
Allow your customers to leverage their determined credit limits and notify them once they reach their limits. Track and view their available credit limits and control the same helping you to maintain good cash flow and customer creditworthiness. You can enhance limits for customers specified with low credit limits contemplating their past purchase activities and overall behavior ensuring a sound relationship with your worthwhile customer base.
The first complete business management software for small business with CRM, Inventory, Accounting, and much more.
With LionO360 ERP, allow your customers to order within specific predefined limits respectively and automatically, and restrict them once they exceed their specified limits. Monitoring credit limits can help you minimize the risk of bad debts. Moreover, reduce your costs while offering credit limits to your customers as our software prevents you in terms of availing more credit limits but not ensuring payments on time from your customers.
By setting credit limits for your customers, you can control as well as prioritize your sales orders depending on your customers' credit scores. While creating sales orders, you can see the available credit limits for the respective customer base and can make a smarter decision instantly.
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The "new normal" during a COVID-19 world is driven by a businesses use of technology to be able to function and prosper. In this webinar we are speaking with LionO360’s who's mission is to empower small businesses to grow and thrive through advanced CRM technologies. LionO360 is the first and only cloud and mobile-based software as a service CRM solution that includes sales automation, warehouse/inventory management, customer service management, field representative management, and route management all in one platform. LionO360 helps companies improve operations, grow their business by converting more sales leads, and provide better support for their inside and outside sales teams.
Learn how your business can reinvent itself by using the proper technologies to manage inventory, drive sales and function effectively during these difficult times.