Εμπόριο B2B

Credit limit & balance

Σύντομη απάντηση

Commercial exposure control: the portal checks the customer's credit limit and balance before accepting the order.

Βασικά συμπεράσματα

Current balance and due invoices
Remaining available credit
Blocking or flagging of over-limit orders

What credit limit is

Credit limit is the maximum amount a customer can owe at any time. On order placement, the B2B portal checks whether the new order + current balance exceeds the limit.

What it shows the customer

Current balance and due invoices

Remaining available credit

Blocking or flagging of over-limit orders

Why it matters

Selling on credit without control increases the risk of non-payment. Automatic checking in the portal protects cash flow and reduces arrears, without needlessly blocking good customers.

How CRMconnect helps

CRMconnect syncs balance and invoices from the ERP and applies credit rules directly in the portal and SFA: over-limit orders can be blocked, flagged or sent for approval, per your policy.

Πραγματικό παράδειγμα

A distributor had 340,000 RON in arrears from over-limit orders. After enabling automatic checking in CRMconnect, risky orders go to approval, and DSO dropped by 9 days in 4 months.

Ενημέρωση: 2026-07-17

Συχνές ερωτήσεις

Is an over-limit order blocked automatically?+

It depends on your policy: it can be blocked, merely flagged or sent for internal approval. Rules are configurable per customer or group.

Where does the portal get the balance?+

From the ERP, via sync. The portal shows current balance, due invoices and remaining available credit in real time.

Πού ταιριάζει το CRMconnect

Portal B2B CRMconnect Software OMS Software CRM

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