Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
  1. Add or Edit New User (Add edit users)

  2. Click on Optional Tab

     

  3. Tick "Enable Credit Limit" and Key in the Credit Limit Amount

    Image RemovedImage Added


  4. Set or Configure role permissions for the

    user →

    user : Trading → General Permissions → Disabled or Untick the permission to "Can override credit limit control" or Tick the permission to allow the salesman to override the salesman credit limit.

    Image RemovedImage Added


  5. After all set up are done, please set the correct salesman when creating transaction

    Image RemovedImage Added