You can now set a Maximum Allowed Outstanding Balance to control credit exposure at both the facility and customer level. When enabled, Canix automatically prevents new internal sales orders from being created once a customer exceeds the configured balance threshold.
How it works
- Configure a maximum outstanding balance at the Facility level, with optional overrides per Customer.
- If a customer’s outstanding balance exceeds the limit:
- The Create button is disabled in the Canix app and Internal Shop.
- Clear messaging explains why the order cannot be created.
- Backend validation ensures the restriction cannot be bypassed.
- Marketplace buyer–initiated orders are unaffected and continue as usual.
Why it matters
- Enforce consistent credit policies.
- Reduce financial risk without disrupting Marketplace sales.
- Apply controls only where you need them—internal order creation.
This setting is optional, easy to configure, and defaults to current behavior when left unset.
