Set Credit Line

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1.0 Purpose

The main purpose of this setting is to provide credit line to place orders by the customers/dealers

1.1 Who can set the credit line?

Credit Controller

1.2 Navigation Path

  1. Station Wallet Balances > Actions Dropdown > Set Credit Line

1.3 Different Applications Involved in Process

Portal Web

1.4 Set Credit Line for Station/Shop

Credit controller can set the credit line for the station/shop from the station wallet balances listing and station wallet transactions pages.

By clicking on the set credit line button system opens a popup to set the credit line value. In the credit line popup user enters the credit line value and respective documents and the remarks.

Page/ScreenStation Wallet Balances > Set Credit Line
ApplicationPortal Web
RoleCredit Controller

1.5 PIN Authorization

User will be asked to enter the secret PIN for submitting the entered details.

Once correct PIN is submitted, it will be authenticated by the system and Retail Station/Shop credit amount will be stored and same will also reflect in Station/Shop wallet balance under the financial summary.

Customer will be able to place orders as soon as credit line is updated and balance is available in their wallet.

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