How to create a credit request in timeline - Web

Modified on Wed, 27 Aug at 4:16 PM

1. Navigate to the Timeline tab




2. Click on "Add"




3. Click on "Create new credit request" 




4. Select the customer and click "Create" 




5. A new tab with the order will open, select your warehouse (if required), select product and quantities and click "Add" to add the product(s) to the order. 




6. Click "Next" once all products have been added to the credit request 




7. Fill in the credit request form and click "Next" 




8. Click on "Place credit request" to finalise credit request 



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