Credit Watch

Medium
ERP · Sales and finance teams

Watch customer credit limits and overdue risk, and hold shipments to risky accounts.

Coding Ideas

Built in this build

  • Customer credit limit and balance
  • Ship-hold over the risk line
  • Limit and risk rules
  • Customer segments
  • Risk summary and recommendation from payment history
  • Holds shipment for approval when limit is exceeded
  • Over-limit customers and open receivables

Vision (needs external services)

  • Overdue receivable alerts
  • Accounting import

The build delivers the entire scope above as one coherent application. Items in the vision column require real external services (payments, messaging, integrations) and are not part of this version.

Customer features

  • Customer credit limit and balance
  • Overdue receivable alerts
  • Ship-hold over the risk line

Admin modules

  • Limit and risk rules
  • Customer segments

AI capabilities

  • Risk summary and recommendation from payment history

Automations

  • Holds shipment for approval when limit is exceeded

Analytics & reports

  • Over-limit customers and open receivables

Integrations

  • Accounting import

Mobile

  • Check customer risk from phone in the field

Roles & permissions

  • Admin
  • Sales
  • Finance

ERP

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