Credit & Risk Limit Control
Assign custom credit and collateral risk caps to clients; eliminate bad debts with automated order-entry locks whenever limits are exceeded or overdue invoices exist.
This transaction was rejected because a blockage was placed by Risk Management. No new orders or invoices can be issued due to credit ceiling breach.
Module Capabilities & Overview
Safeguard your corporate working capital by setting customized open-account credit ceilings and promissory/check collateral caps for each client based on their creditworthiness and payment history.
Whenever a customer's total outstanding balance exceeds their approved risk ceiling or when overdue unpaid invoices are detected, the system immediately locks new sales order creation and invoice issuance for sales reps. Shipments can only proceed with controlled one-time manager authorization, ensuring goods and services are never delivered without guaranteed collection.
Key Business Advantages
Every transaction entered in this module immediately reflects in customer ledgers, cash balances, and accountant reports across all your connected smartphones and web browsers.
Switch to Defter 360
Save up to 90% compared to legacy ERP solutions. Free starter plan forever.
See Pricing Plans