Credit Hold Management and Customer Settings

Managing Credit Holds in 10X ERP

Setting Credit Hold Settings:

• GO to the Customer File > Credit Details, and SET a Credit Limit and Grace Days .
• ENABLE Always Pass to bypass credit hold rules.

Processing Orders on Credit Hold:

• CREATE a sales order; system warns if the customer is on hold & the reason(s) for the HOLD
• Order acknowledgment can be sent if the order is held.

Managing & Releasing Credit Holds:

• CONFIGURE email notifications under "Admin > Templates > Emails."
• ADD e-mail address(es) into the template for users to receive Credit Hold notifications
• GO to "Accounting > General > Credit Holds" to release orders.
• REFRESH the order page and proceed with shipment once released.