Customer Credit Rules

Navigate to Customers Credit Rules#

• Step 1: Access the Partner Management sub-module of the Finance module from the left sidemenu as shown in the fig1 below.
• Step 2: Click on Customer Credit Rules as shown in the fig1 below.

• This displays a list view of Customer Credit Rules.
• Use the Filter button, when clicked, gives you a dropdown where you can specify various parameters for filtering the records:
  • Search string: for filtering records
  • Company: A dropdown list of companies
  • On: Date time
  • Customer Group

Create a Customer Credit Rule#

• To create a transfer, hit the Create button in the toolbar area and populate the form fields.

• The following are some of the fields that needs to be populated:

  • First Name
  • LAst Name
  • Title
  • Date of Birth
  • National ID
  • Gender

• You also need to populate the fields in the following tabs:

  • Address
  • Contact Details
  • Related Parties
  • Documentation
  • Bank Accounts
  • First Rel Manager
  • Profile
  • GL Accounts

• After filling out the forms, hit the Save and Close button.

View a Customer Credit Rule#

• From the list view, click on the ID of the customer credit rule to view it

Edit a Customer Credit Rule#

• From the list view, select the customer credit rule you want to edit by clicking on a checkbox
• Click the edit button to edit the customer you just selected
• After editing, save the changes.

Delete a Customer Credit Rule#

• From the list view, select the customer credit rule you want to delete
• Click on the Delete button to delete it

Export Customer Credit Rules#

• Click thee Export button to export the credit rule data in excel format