Epicor Credit Limit Alerts

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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Credit Limit Alerts for Epicor Brochure

Automate email or SMS notifications on critical customer credit status changes through credit limit alerts for Epicor.

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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