The Trader Card has a panel, from which you configure credit control settings for your traders.
- GBP – Base balance. The trader's balance in your company currency.
- Balance – The trader's balance in the trader's currency.
- Credit Limit – The amount of credit the trader is allowed to have. Whether customers are placed On stop after exceeding their credit limit, and whether orders can be added, are controlled by Accounting options.
- Days – Your trader terms. The time period in which your customer should pay you after invoicing. Type a Days code, or click … to choose from:
- 30 – 30 days
- 999 – End of next month
- 60 – 60 days
- Grace – additional days, after due date, before account is considered overdue.
- Chased – Date is updated when you add a Credit Control Trader Note.
- Next – Use the date picker to choose the next date to chase the customer.
- Account reference – reference for the account, used when sending pact orders, or transactions via Wholesaler Comms. We recommend 20 characters maximum as this is all your supplier may support.
- Currency – Trader's currency.
- Credit Score – Customer's credit score.
- Status – the colour of the panel changes according to the credit status.
- Normal – Customer can place orders.
- Query – Customer can place orders, and have them processed, but an alert is displayed so you can exercise your discretion.
- On Stop – an order can be taken, but warnings are displayed and orders will not be processed.
- Outstanding orders – Total amount on orders that have not been invoiced.
- … – Recalculate outstanding orders. Use if you think the total may have been altered by another user while your trader card has been open.
- Type – Trader type.
- B – Branch/Warehouse
- D – Delivery address
- I – Internal
- L – Lead
- P – Supplier
- S – Customer
- X – Dead/deleted account
- W – Web lead. This trader was created using HorizonWeb.
- Dead – Account is no longer active.
Credit Status and E-commerce Orders
A customer's credit status affects whether their contacts can place an order on account. If credit account is not available then an alternative, such as a payment gateway, could be configured.
EvolutionX
The Export Data Config option Use credit status for credit account works in conjunction with the Trader credit control settings Status and E-commerce credit. The EvolutionX setting Credit account is updated when changing these settings in Horizon. The default settings are recommended.
| Use credit status for credit account | E-commerce credit | Status | EvolutionX Credit Account |
|---|---|---|---|
| ☑ | Controlled by Export Config | Normal or Query | Credit account |
| ☑ | Controlled by Export Config | On Stop | No credit account available |
| ☐ | Controlled by Export Config | Any | Credit account |
| ☐ | Online Credit Account Enabled | Any | Credit account |
| ☐ | Online Credit Account Disabled | Any | No credit account available |
HorizonWeb
- HorizonWeb does not use the E-commerce credit setting.
- When the setting Prevent an account on hold from checking out is selected:
- If a customer with a Status of Query or On Stop attempts to Order on account, a message set in the Message override is displayed.
See Also
