AutoCount Remote Credit Control Module
Centralized Credit Management
- Multi-Branch Credit Control
Enforce and monitor credit limits for customers across all branches or locations in real-time. - Live Sync with HQ Database
Monitor customer outstanding balances, credit limits, and overdue amounts in real time from multiple branch locations. - Online and Offline Credit Check
Perform credit validation even from remote offices or outlets with automatic sync when connected.
Approval and Validation Features
- Real-Time Credit Validation
Validate credit status at the point of order, delivery, or invoice creation to avoid over-credit transactions. - Block Transactions on Breach
Automatically prevent sales orders, invoices, or deliveries if a customer exceeds their credit limit or due period. - Override with Approval Workflow
Allow authorized managers to approve over-limit or overdue transactions with logged history and user trail.
Credit Control Monitoring
- Credit Limit Dashboard
View summary and detailed credit status of customers across branches like balances, overdue amounts, and sales trends. - Aging Analysis by Customer
Access detailed aging reports to assess customer payment behavior and risks. - Customer Credit Performance Report
Analyze how well each customer adheres to credit terms over time.
Integration and Compatibility
- Works with AutoCount Sales, AR, and HQ Modules
Seamlessly integrates with sales orders, delivery, invoicing, and customer statements. - Remote User Ready
Perfect for businesses with sales agents, branch offices, or franchisees who need to follow centralized credit rules. - Customizable Credit Policies
Set rules by customer group, region, or sales channel for more granular credit control.
Security and Access Control
- Role-Based Restrictions
Control who can view, approve, or override credit settings and violations. - Audit Trails for Credit Actions
Keep a detailed log of overrides, approvals, and blocked transactions for accountability.
