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Credit Exposure

How much credit each customer is using.

Overview

Credit Exposure compares each customer’s reserved and outstanding amounts with their credit limit, so you can see who is near the limit before approving more orders.

Credit Exposure in the Sales module.

When to use credit exposure

  • You approve large orders.

Step by step

In the Sales module open Reports in the green navigation bar, then choose Credit Exposure under Sales Performance.
Screenshot for this step has not been captured yet — run npm run docs:flow.