← Back to Q&A
This question was asked by a BeatRoute prospect. Names withheld; question lightly edited for clarity.
Can the salesman see a shop's outstanding before taking a sales order?
Our answer
Yes. BeatRoute shows the outstanding balance, the ageing behind it and the credit limit on the customer screen before the sales order is booked. If the shop is over its limit the order can be blocked or sent for approval rather than going through and being argued about later. Collections recorded in the field update the same statement of account, so the salesman and the accounts team are reading one number.
More on this: the statement of account.