Role
Credit controller
Chases overdue accounts and sets limits.
Planned
Where this role appears
9 of the studied industries list a matching role.
- Health care wholesale and distribution
- Wholesale food and grocery
- Wholesale: diversified, building and industrial supplies
- Household and personal products
- Equipment rental and leasing
- Oil, gas and energy
- Water, waste and environmental services
- Software, IT services and internet
- Staffing, facilities and business outsourcing
Planned catalog items that serve this role
- Pay on account (fiado) tender SALE-0061
- Unpaid ticket aging list TKT-0018
- Customer credit limit CRM-0010
- Customer account statement CRM-0011
- Customer credit score (fiado) CRM-0029
- Yape/Plin drawer reconciliation CASH-0033
- Under-payment handling PAY-0036
- Supplier statement INV-0091
- Credit on account (fiado) RET-0028
- Fiado limits & grace days RET-0029
Permissions themes
- Give this role only the rights its job needs.
- Sensitive actions (voids, discounts, refunds, price edits) are normally approved by someone else.
- Every sensitive action should leave an audit entry.
All of this is planned. No app is released. See roles and permissions.