Credit Limits / Credit Holds and Tablet experience

Hi there,

We're very excited to inform you that you can now set credit limits for customers, as well as place customers on credit hold.

Credit limits

• You can now assign a credit limit to customers via the Settings tab of a customer's profile.
• Credit limits are calculated based on the total value of unarchived Sales Orders which are not in a draft status.
• When a credit limit is exceeded, or when submitting a Sales Order that would cause a customer to exceed their credit limit, a warning will be displayed.
• For MYOB customers, an additional option is available under the Settings > Integrations page to leverage MYOB's built-in credit limit values and credit hold status instead of Factory's.

Credit hold

• Customers can now be placed on Credit Hold, preventing new Sales Orders from being created for them.
• Credit Holds can be toggled on/off via the Settings tab on a customer's profile.
• When enabled, a warning will display when attempting to create a new order for the customer.

Other

• In addition, we have also made several improvements to the user interface of Factory when accessed via a tablet device. This will ensure a smoother experience when accessing the platform remotely or via the workshop floor.