Credit Limit Management

Enable flexible purchasing control by setting and managing credit limits across your B2B customer base where you can set:

• Individual Credit Limits: Set specific credit limits for individual customers, companies, or locations, giving you fine-grained control over purchasing thresholds.

• Configure Credit Rules: Define global or segmented credit rules that can be applied to multiple customers, company groups, or store locations, ensuring consistency and compliance across your organization.

• Customer Account Integration: Extend credit limit enforcement to the Quick Order form, allowing customers to place bulk or repeat orders while staying within their assigned credit boundaries.

• Real-Time Validation: Automatically check credit availability during checkout and display real-time alerts if the limit is exceeded.

• Admin Flexibility: Easily update, reset, or override credit limits from the admin dashboard as needed, with full visibility into credit usage and history.