Default Customer Credit Limit Settings

[dave-faragher]

It would be a really nice if we could add a new feature to Breww where we can set default customer credit limit settings, which automatically applies to any new account that is created. We often create accounts where customers pay by proforma but it’s easy to forget to enable the £0 credit limit (which prevents the order being confirmed). We set up new proforma accounts as follows:

It would be great if we could set Breww for this to happen by default.

Would that be handy for others too?

[chris-andrewes]

Hi, yes this is a really important attribute to have. I would suggest changing the default setting in Breww toa Zero credit limit, rather than -, with payment on 0 days after invoice date. Additionally, the default for ‘Over Credit Limit Action’ should be set at ‘Prevent Order Dispatch and Confirmation’ as the default as this is the most prudent option.