Credit Watch
MediumERP · Sales and finance teams
Watch customer credit limits and overdue risk, and hold shipments to risky accounts.
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
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