BEST POS - Credit limit terms and blocks

Set Customer Credit Limit, Terms and Blocks in BEST POS (Retail)

Summary

This guide shows how to configure a customer’s credit limit, payment terms and blocks (stop/alerts) in BEST POS—either at the register (if allowed) or in Back Office. It also explains what happens at On Account tender when the limit would be exceeded.

Step-by-step Instructions

1) Prerequisites

  • Rights to edit customers and/or access to Back Office.
  • Know policy defaults: standard limit, terms (e.g., Net 30), alert text, hard stop rules.

2) Set limit and terms at the register (if allowed)

  1. Open Customer > Search, pick the customer, then Edit.
  2. Update:
    • Allow On Account: enable/disable.
    • Credit Limit: maximum allowed balance.
    • Terms: e.g., Net 15, Net 30, month-end.
    • Alert/Block: show a warning or block when over limit (per options).
  3. Click Save. Check: the profile shows the new limit and terms.
  1. Open Back Office > Customers, search and open the record.
  2. In the Credit/Terms area, set: Allow On Account, Credit Limit, Terms, Block, and Alert message.
  3. Save. Check: settings sync to the register.

4) Validate at time of On Account tender

  • Attach the customer (see article 3.1), then press Subtotal.
  • When pressing On Account: if current balance + invoice exceeds the limit, BEST POS shows an alert or blocks per configuration.
  • Temporary override: a manager may override if policy allows.

5) Variants (if applicable)

  • Hard stop: fully block on-account charging.
  • Soft alert: display a warning but allow the sale (for traceability).
  • Periodic review: adjust limit after reviewing statement and payment history.

Fixes and FAQs

  • On Account rejected: ensure On Account is enabled, the customer is attached, and the limit is not exceeded.
  • Cannot save: insufficient rights to edit the profile; use an admin/Back Office.
  • Unexpected block: review block rules and alert text on the profile.
  • Limit mismatch: recalc balance (unsynced recent settlements) or refresh transactions.

    • Popular Articles

    • Sell by Department in BEST POS (Retail)

      Summary This article explains how to record a sale by department in BEST POS, with or without a scale, while respecting HALO limits. It includes useful checks (subtotal, tender) and quick recovery actions if a keying error occurs. No screenshots are ...

    • Sell by PLU (direct, manual, barcode) in BEST POS (Retail)

      Summary This article explains three ways to ring sales by PLU in BEST POS: via the PLU key (direct), by manually keying the code, and using a barcode scanner. It also covers repeating the last item and handling weight-based PLUs (scale). No ...

    • Price Levels (P1–P4) and Price Override in BEST POS (Retail)

      Summary This guide shows how to sell using price levels P1–P4 (forced price) and how to override the item price at the point of sale. It also covers quick price maintenance for price #1–#4 at the register, with access and compliance notes. ...

    • Apply a discount (closed / open) in BEST POS (retail)

      Summary This article explains how to give a discount in BEST POS: closed discount (preset value) and open discount (free-entered value, % or $), either on a single line or on the subtotal. It also covers access controls (HALO, manager approval) and ...

    • Subtotal and Customer Display in BEST POS (Retail)

      Summary This article explains how to show the subtotal at any time during a sale without finalizing it, and how to ensure the customer display reflects amounts correctly. Steps cover discounts, taxes and fixes—no screenshots needed; labels and paths ...