Customer Profile
Credit Limits
View customer credit status and plafonds.
Credit limits (plafonds) show a customer's credit status — how much credit they have, how much they've used, and whether they're in good standing.
Quick Overview: Check credit status before taking orders. Green means good standing, yellow means approaching the limit, red means over limit or blocked.
Credit Display
The credit card shows:
| Field | Description |
|---|---|
| Credit Limit | Maximum allowed credit |
| Current Balance | Outstanding amount owed |
| Available Credit | Remaining credit (limit minus balance) |
Status Indicators
Color coding shows credit health:
- Green — Within limits, good standing
- Yellow — Approaching limit (warning threshold)
- Red — Over limit or blocked
Did you know? The dashboard's Due Amount widget shows outstanding invoices that eat into available credit. Check both credit limits and due amounts for the full financial picture.
How Credit Affects Orders
Depending on your configuration:
- Orders may be blocked when credit is exceeded
- Warnings may appear during order creation
- Approval workflows may trigger for over-limit customers
Tip: Before a sales call, glance at credit status. If a customer is near their limit, you can proactively discuss payment or credit increase — rather than getting blocked mid-order.
Data Source
Credit information comes from your source system. WiseParts displays the data but doesn't calculate or manage credit limits.
To update credit information:
- Make changes in your source system
- Use Sync to refresh the customer profile
Multiple Credit Lines
Some organizations track multiple credit types:
- Standard trade credit
- Special financing terms
- Project-specific credit
If configured, these appear as separate entries.
Prospects
Prospects (not yet in your source system) don't have credit limit information — there's no account to track credit against.