For accounts
Review balance, credit limit, and unallocated-payment context before goods are released.
Credit risk is checked before stock leaves.
Credit account control
Stop over-limit stock releases before goods leave
Account customers are trusted, but they still need control. WMSync connects account checks with the operational handover so balance, credit limit, and unallocated-payment risk can be reviewed first.
- Review account balance and credit limit before release
- Check unallocated payments before the handover decision
- Require separate attention when an account is over limit
The problem
Credit risk becomes real when stock leaves
If an account customer is already over limit, every new handover adds risk. Operations needs a clear release decision before handing over stock, and Accounts needs a record of what was checked.
The outcome
Account control before the delivery moves forward
WMSync helps Accounts review the customer balance, credit limit, and payment allocation context before Operations releases goods to the customer.
For managers
Give over-limit releases separate attention instead of letting them slip through normal dispatch.
Better control of exceptions.
For operations
Give dispatch and drivers a clear release state before the handover.
Less pressure on operational staff to judge account risk.
How it works
From account review to controlled release
01
Prepare the account order
The warehouse, dispatch, or collection record is prepared for the account customer.
02
Review the exposure
Accounts checks balance, credit limit, unallocated payments, and whether the release needs extra approval.
03
Release or hold
Operations gets a clearer decision before value leaves the business.
Start with Starter
Bring credit control into the handover process
Try WMSync for free and help Accounts and Operations work from the same account-release decision before stock leaves.