Checking the customer's credit limit at checkout

Updated

Brightpearl POS will check a customer's credit limit during checkout once the following conditions are met:

  • You are processing a sale (Sales Order) in POS
  • A customer has been associated to the basket
  • The customer has a set-up credit limit in their profile
  • The chosen payment method is "Pay later" (please make sure that the option "" is set to "Yes" in the POS store's configuration).

Let's see this through an example:

  1. Customer "Cleopatra Fizzani" has a credit limit in their back office profile set up at £500.

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  2. The customer is added to a sale in POS.
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  3. At the checkout, the payment method "Pay later" is selected.
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  4. POS checks the customer's set-up credit limit as well as the outstanding credit and if the current payment added to the outstanding credit exceeds the credit limit, a warning message is displayed.
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  5. At this point, the payment cannot be completed unless one of the POS managers authorizes it.
  6. If the selection is to cancel, POS remains at the same screen. A smaller amount needs to be selected to be paid later and/or a combination of multiple payment methods.
  7. If the approval by manager is selected, POS prompts the user to enter their manager's pin code.
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  8. The transaction is completed.
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