Sometimes there’s a need to hold back from accepting any orders from a particular customer or prevent any new orders going to a particular supplier. The Credit Control function of the system allows you to manage this in a simple and immediate way without affecting any other activities with the customer or supplier; the customer can still receive quotes (just not confirm the order for them) and the service team can still get quotes from the supplier (but not send an order to them).

For Enterprise deployments this credit control facility is also available via the finance system – ‘stopping’ a customer or supplier there will instantly stop them on Claritum, ensuring compliance at all points in the chain.

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