Head Office

Created 27 May 2025 • Updated 27 May 2025

Credit Requests

Credit request rules can be configured to enable either automatic requests or exclude outlets from being able to raise requests to suppliers.

Credit Requests Topics

Settings

Navigate to Admin Functions | Company Settings | Credit Requests

Follow these steps configure settings:

  1. For the selected supplier set the check box to enable automatic credit requests

  2. For any excluded outlets, click Exclude Outlets | apply any filters or search for outlets

  3. Set the check box to exclude sites

  4. Click OK