Module · Premium

Credit Management

Customer credit limits and exposure checks at sales order and delivery — configurable block/warn policies, risk classes and a blocked-order worklist.

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Overview

Inside the module.

Biztimize Credit Management protects your receivables by checking customer exposure before you commit or ship — with policies you configure per company.

What You Can Do

  • Compute live exposure from open AR, undelivered orders and delivered-not-invoiced value.
  • Apply block, warn or none policies independently at sales order and at delivery, with tolerance and overdue rules.
  • Work blocked orders from a worklist with release and re-check actions and a full check-log audit.
Key features

What you get out of the box.

01

Live exposure across AR and open orders

02

Configurable block/warn at order and delivery

03

Risk classes and credit profiles

04

Blocked-order worklist with release

Pairs with

Modules that work together.

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Module

SAMS

Systems & Applications Management Services, refers to a suite of professional services designed to oversee, optimize, and maintain business-critical IT applications & systems throughout the lifecycle.

Run Credit Management on your data.

We'll set up a sandbox with sample data from your industry — see it work end-to-end before committing.