POS Credit Limit

Cashiers can accidentally sell on account to customers who already owe too much. This module checks the customer credit standing at the POS payment screen and stops a credit payment that would exceed the limit. It reuses the credit limit configuration of the sales credit limit module and the settle-due feature. It plugs into Point of Sale, Contacts and Accounting and protects the cashier from bad debt.

1. 1

   Set the credit limit

   The customer credit limit is configured on the partner using the credit limit dependency. The POS reads it together with the amount due.

   • Limit on the partner
   • Due amount from accounting
2. 2

   Select the customer

   The cashier selects a customer on the order. Sales to anonymous customers are not affected by the check.

   • Customer required for the check
   • Partner info is loaded
3. 3

   Pay on credit

   On the payment screen the cashier chooses a payment method that splits transactions, i.e. customer account.

   • Payment methods with split transactions
   • Amount compared to limit
4. 4

   Validation check

   When validating the order, the module checks whether the partner is overdue and uses a limit before letting the standard validation continue.

   • Checks overdue and limit flags
   • Standard validation continues if clear
5. 5

   Warning popup

   If the limit is reached, an error popup titled Credit Limit Exceeded names the customer and asks for another payment method or an administrator bypass.

   • Title: Credit Limit Exceeded
   • Payment is stopped

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