Read customer credit risk
Sales Credit Control focuses on credit holds, overdue invoices, customer risk, override discipline, and collection escalation. In AWRA, sales control depends on keeping customer, quote, invoice, payment, stock, attachment, and report context connected.
The practical goal is revenue confidence. Teams should know who the customer is, what was promised, what was approved, what was invoiced, what was paid, and what remains at risk.
In practice, a manager reviews an overdue customer, keeps the credit hold active, and approves a one-time override only with payment evidence.
Credit control path
Review
Balances, aging, and customer history are checked.
Hold
Risky accounts are blocked or flagged.
Override
Exceptions need authority and reason.
Collect
Payment promise or action is tracked.
Release
Risk is reviewed before normal sales resume.
Sales model
- Sales records should preserve customer identity, promise, approval, and collection context.
- Attachments and status changes should support the transaction instead of living outside it.
- Credit and payment controls protect revenue quality as much as sales speed.
- Managers need exception patterns, not only individual transaction totals.