Warn at order entry
Make the representative aware that the customer is outside terms or over limit.
What the salesperson needs
Know the account position before the goods leave.
See the balance, terms, credit limit and credit stop while the order is being taken, then decide whether to hold the order or the shipment.
“They still haven’t paid” shouldn’t be a daily task.
Set the payment reminder timing and wording once. Tall Emu can send the follow-up, show what is overdue and keep a record of what the customer received - so the credit conversation happens before the next order, not after the goods have gone.
The order can be accepted without releasing the goods
Tall Emu brings credit information and control into the order and shipment process. The representative can see the issue while the business decides who may override or release it.
Show balance, terms, credit limit and credit hold
- Payment terms
- Outstanding balance
- Credit limit
- Amounts outside terms
- Credit stop
- Open Sales Orders and exposure
- Customer account status
Choose whether to hold the order or the shipment
Require review
Create a visible handoff to accounts or an authorised manager.
Prevent shipment
Stop warehouse release while the account remains on credit stop.
Accept payment
Take a deposit or full payment where that resolves the issue.
Do not make the warehouse decide credit policy
The warehouse should receive an order that is ready to fulfil or a clear hold. It should not discover the issue after the goods have been picked.
Make credit control part of order release
Show the account position early and keep fulfilment aligned with the account decision.
Prefer to talk? Call 02 9299 9959 or talk to a real person.