Check credit before the truck leaves, not after.
Credit checks run before an order is placed, on every channel. Each one can warn, hold for approval or block.
Credit decided at the order desk is credit decided by whoever answered the phone.
A customer who is over their limit still gets a delivery because the rep did not look, and the controller finds out at month end.
APFoodz checks the account's full exposure at the moment the order is placed, on every channel.
What is in credit control.
Credit checks
Credit limits, account holds and order minimums, checked before the order is placed.
Warn, hold or block
Warn asks the rep for a reason, hold sends the order for approval, block refuses it.
Dollar thresholds
Act only above an overage you choose.
Unattended orders held
Orders placed with no rep involved can be held for review instead of only warned.
Per-customer overrides
Tighten the checks for a single customer.
Credit exceptions log
Every override and its reason, in one list.
Scheduled statements
Statements on the schedule you choose, by email or text.
Overdue reminders
An automatic email when an invoice falls past due.
Credit control & collections: questions we are asked.
How is credit exposure calculated?
It counts orders not yet invoiced as well as open invoices, so a large order that has not been billed still counts against the limit.
Can a rep override a hold?
Only when the check is set to warn, and the reason they give is logged. A hold or a block needs an approver or a change to the account.
Terms on this page
Credit control & collections works with
See it with your own data.
A working session on your own items, customers and route days. Thirty minutes.
Get a demo