Creating member-specific spending limits

If you have a member that requires a higher spending limit or one you wish to restrict from being able to spend on account you can override the default limit for that individual member.

  1. In the Data Entry main window click Manage and select Spending Limits to open the Member Spending Limits window.
  2. Click the Add button and select a member. Click OK.
  3. In the Member Specific Spending Limit pop up window select Custom Spending Limit and enter their new number. If you wish to restrict the member select Not allowed to purchase items on account. Click OK to save.
  4. The spending limit for that member will now be displayed in the Member "On Account" Spending Limits window.
  5. Click OK to finish.

 

 

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