In WOLVOX ERP program, you can give credit limits to your clients on the basis of Open Account, Order, Delivery Note or Cheque/Voucher in total. In this way, it is provided to make the transactions in a more controlled manner by separating the client loans on a module basis.
 

The procedures you need to do in the WOLVOX ERP program regarding credit limit definitions and usage are as follows.

1- General Settings

From the "Admin" menu, go to "General Settings" and go to "Client Card Settings". You can make a number of settings related to the risk limits under the heading "Risk limit settings" in this field.

The amount you type in the "Generate Client Code Automatically" field will be reflected in the "Total Risk" field of each newly added client card.

You can select "In client limit controls, don't allow limit excess" to keep the "Continue Process" button passive after warning in limit outflows. So you can block the process. In the field of "Limit control for cheque and vouchers added to turnover," you can ensure that the documents endorsed by your choice are not included in the limit totals or you can ensure that they are not included until the due date and are not included after the due date.

The "The option (day) is used for cheque and vouchers that are added to turnover at limit controls" field becomes active until expected due date and you have to specify the Option (Day) value that you will give in addition to the due date.

The program will carry out the control based on the due date + the specified Option (Day) value in the risk controls.

2- Client Settings

After making the necessary adjustments, credit limits should be determined on the client cards. To do this, go to the "Balance / Credit" field and click on the "Credit Limits" tab.

After selecting the type of account you want to check the limit, enter the credit amounts in the sections below.

The processing of credit amounts in the modules of WOLVOX ERP program is detailed below;
 

Invoice:

• After the client selection, the total risk limit of all accounts is checked.

• When saving the invoice, total risk and open account risk are checked according to the account type if the invoice is not a closed invoice.

Delivery Note:

• After the client selection, the total risk limit of all accounts is checked.

• The total risk and the open account risk are checked according to the account type while the Delivery note is being saved, the client transaction is being processed, not cancelled, and the Outbound Delivery note is checked according to the account type.

• If the delivery note is not processed to the client transaction when saving, it is not cancelled, and Outbound Delivery note is checked for the total risk and dispatch risk according to the account type.

Order:

• After the client selection, the total risk limit of all accounts is checked.

• When saving the order; (Only undelivered amounts are considered.)

• If Prepayment Sale, total risk and open account risk are checked according to the account type.

• If it is a Normal order and the order status is pending, approved, partially accounted, the order risk is checked.

Offer:

• After the client selection, the total risk limit of all accounts is checked.

Service:

• After the client selection, the total risk limit of all accounts is checked.

• If the bill is not accounted, the client transaction is processed and the receipt status is not cancelled, total risk and open account risk are checked according to the account type.

Client Transaction:

• Total risk and open account risk are checked according to the type of account in the debit transaction entries.

Cheque/Voucher:

• Check/Voucher limit controls are being only made on Check/Voucher and received payrolls entries.

Service Appointment / Service Maintenance Contract:

• After the client selection, the total risk limit of all accounts is checked.