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xTupleCommerce Product Guide |
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xTupleCommerce Product Guide |
| 10. Credit Status | ||
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 | Chapter 1. Preparing the ERP for xTupleCommerce |  |
A customer's credit status in the ERP is reflected on the xTupleCommerce web portal. For instance, if a customer has been flagged for a credit hold in the ERP, that customer will not be able to check out on the web portal using the Pay with Terms option.
You can use ERP credit statuses to control the user experience on the web portal. You can find the customer's credit status by going to the in the ERP. Here, you will find the following radio buttons representing the customer's credit:
If a customer is in good standing and they have not used more than their credit limit, then they will have a flawless customer experience.
If a customer is marked as on credit warning, they will be able to checkout. However, during checkout they will see a notification that there is a problem with their account and that they should call to resolve the problem. The content of this warning can be modified within xTupleCommerce via . You will see a default message there, but this can be easily customized.
If a customer is marked as on credit hold, they will not be able to check out. They will be able to add items to their cart. However, when they go to their cart, they will see a notification that they are on credit hold and they should call to resolve the issue. Again, this content is managed within the control panel.
Once you navigate to the Credit Rating field on the tab of the Customer screen, there are checkboxes relating to credit limits being exceeded. If one or both of the checkboxes are checked, then that rule will apply if the instance is met during an xTupleCommerce purchase. By default the two checkboxes are disabled.
To learn more about managing credit status in the ERP, read the settings content in the "Customer" section of the xTuple Reference Manual.
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| 9. Creating Billing Terms |  | 11. Tax Regions Setup |