Epicor Credit Limit Alerts

Are you looking for an Epicor credit limit alerts solution to automatically know when a key customer is approaching their credit limit? Or do you need to know if the finance department has already placed a customer on credit hold?

Codeless Platforms’ credit limit alerts solution for Epicor ERP removes the risk of relying on employees to monitor and report on potential financial issues by automatically creating and distributing real-time email or SMS alerts from Epicor ERP.

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Epicor Credit Limit Alerts Scenarios and Benefits

Common email or SMS credit limit alert scenarios created by Epicor users include:

  • Automatic creation of email / SMS alerts for strategic customers approaching their credit limit
  • Automated email / SMS alerts for large orders exceeding agreed credit limits
  • Automatic credit review alert
  • Automated notifications of key customers placed on credit hold
  • Automatic notifications to relevant parties when a credit limit is exceeded by X number of days
  • Automatic notification of credit limit changes and adjustments

Commercial benefits of implementing credit limit alerting capabilities into Epicor ERP include:

  • Improved company cash flow
  • Increased ability to monitor and enforce best practice
  • Removal of company reliance on employees to spot financial issues
  • Ability to identify issues before they become a problem

Epicor ERP Integration

Learn more about Epicor ERP connector.

Epicor Credit Limit Alerts starts from

Connector Pricing

Epicor ERP

One time purchase

POA

BPA Platform

Standard Product Base Server

Starts from:

£2,000

Configuration day(s) required subject to requirement.

Notifications & Alerts

Notifications & Alerts

The Notifications & Alerts capability provides you with the ability to automatically distribute email and SMS messages 24/7, 365 days a year.

Easy-to-use editor

Build HTML and plain text notifications and alerts using an easy-to-use editor. No coding required.

Multiple delivery methods

Send notifications and alerts via multiple channels including email, SMS or compatible messenger APIs.

Memory and escalation

Capture everything that happens and action where escalation is required.
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