Add or Edit New User (Add
edit usersClick on Optional Tab
Tick "Enable Credit Limit" and Key in the Credit Limit Amount
Set or Configure
role permissionsRole 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.
- After all set up are done, please set the correct salesman when creating transaction
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