Be able to set a sales limit/alert to contact or commercial risk
M
Marc Vidal
To be able to set a limit, in the contact form, so that the sum of the outstanding due dates plus the orders that are placed in new ones does not exceed it, unless it is accepted. A warning message should appear giving the option of accepting or not placing a new order given that it exceeds the commercial risk limit given to a customer.
An example would be a customer who has a limited business risk (entered by hand in a box) of 50,000e. And that customer has undue, outstanding payment, 40,000 euros. If you place a new order of 15,000 euros, the system should notify you that you have overcome the risk, and in this case accept or not place the order.
A
ALVARO BLANCO
Muy bueno, imprescindible para quienes trabajan con aseguradoras tipo CESCE, COFACE, etc.
Javier Gonzalez
Merged in a post:
Poder crear alertas cuando un cliente supere cierto importe de deuda
Yeray Pérez Martínez
Esta mejora permitiría disponer de una alerta cuando un determinado cliente supere cierto importe en facturas pendientes de cobro.