AutoCount Module: Remote Credit Control Module
Introduction to AutoCount Remote Credit Control
In today’s fast-moving business world, it’s really important to manage your company’s finances well. In other words, the AutoCount Remote Credit Control module can help with this. To clarify, it lets supervisors and managers more easy and quickly approve customer orders. Therefore, this plugin can make a big difference in how you handle credit control and make your business run smoother.
AutoCount Remote Credit Control Module Video Guide
Key Features of AutoCount Remote Credit Control Module
Efficient Approval Workflow
Firstly, it makes it more easy for supervisors and managers to say "yes" or "no" to customer orders from their own computers. In other words, they don't have to go to other people's computers. They just need to type in a password, and they can say "yes" or "no" quickly. Thus, saving more time and makes the work more smooth.
Access Right Management
Secondly, you can set up who can approve orders by deciding who has the power. For example, if a salesperson or buyer goes over their credit limit or owes too much, the system tells the supervisor or manager on their computer. In addition, it also shows how much they went over. This help them make quick decisions on whether to say "yes" or "no" to the order.
Time and Effort Savings
Thirdly, you don't have to do things manually and make extra work for yourself. This module lets supervisors and managers more easy to handle credit control without spending more time and effort.
Enhanced Credit Control Management
In addition, improve credit control management with a simplified and efficient approach. Stay on top of credit limits, monitor overdue accounts, and make sure timely approvals. Streamline operations and minimize credit risks for better financial management.
Increased Productivity
Finally, make work go faster by making credit control easier. When the process is smooth and you get automatic messages, supervisors and managers can focus on important jobs and make quick decisions. Thus, helping the business get more done.
Step-by-Step Guide to Use AutoCount Remote Credit Control Module
1. Setting up Credit Control
- First, right click on Debtor Maintainance in the main menu.
- Then, select the debtor that you want to enforce the credit control limit and click edit.
- Click on Credit Control and key in the Credit Limit and Credit Term’s Overdue Limit.
- Tick on the “Controlled by credit trem” and change to “Need password“.
2. Maintaining Access Right
Ensure you have enable the access right to allow admin to approve or reject pending credit limit approval request and to allow auto check for pending credit control.
- First, go to General Maintainance > Access Right Maintainance.
- Use the search function and search for “remote“.
- Expand the “Remote credit control” and make sure to tick on “ADMIN” to grant the access right for Auto Check for Pending Credit Control.
- Then, click on Apply.
3. Test on Normal User Account
Log out from the admin account and login again using different user account that do not have access right to approve credit control limit. (For example – normal user)
- Then, go to Sales > Invoice to create a new invoice.
- Click on New to create new invoice and key in an amount that exceed the credit limit that was set just now.
- Once you click Save, a window will pop up alerting the user that the debtor has violate the credit limit.
In the Admin account, a Document Credit Control Approval window will pop up, allowing the admin to approve or reject the request.
- The system will also notify the user whether the request has been approved or rejected.
Benefits of AutoCount Remote Credit Control Module
1. Approve or Reject Orders
- With the notifications and calculated data, supervisors or managers can easily say “yes” or “no” to customer orders. This helps to make sure that we follow the credit rules and manage orders well.
2. Convenient Approval Process
- Open the AutoCount Remote Credit Control Module on your computer. Enter the special password to start the approval process.
3. Automated Notifications
- Get messages on your computer when a salesperson or buyer goes over their credit limit or owes too much. The system figure out how much they went over, so you can make quick decisions.
Conclusion
To conclude, get the advantages of the AutoCount Remote Credit Control Module. It will help your business work better, manage credit well, and get more done. As a result, you’ll have smoother work, automatic messages, and more easy to approve processes. Therefore, try this module and make your credit control even better for success.
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