Introduction

The B2B Credit Limit extension adds a new payment method “Pay on Account” that can be used by customers to pay using credit. The credit calculation is based on the open orders form the particular customer. Which orders are considered as open can be set from the module configuration settings.



Compatibility

- This extension is compatible with Magento CE 1.7.x – 1.9.x and Magento EE 1.13.x – 1.14.2

- This extension is compatible with all Magento products types.

- This extension is compatible with the Magento SUPEE-6788 patch.

This extension is compatible with the Magento SUPEE-6285 patch.




Installation

If you have compilation enabled, please disable it before installing this extension. You can check compilation status in System → Tools → Compilation under 'Compiler status'.

1. Copy the folders (and its content): "app" and "skin" to your root magento directory

2. Clear the magento cache

3. Log out and log in again in your Magento admin.




Configuration

System -> Configuration -> B2B Extensions -> Credit Limit



1. Info & Support: An overview of the extension information such as version number, compatibility, documentation and support.


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2. License: Add your license key to this section.

 

3. General:
 Extension Enabled: Yes/No

4.Credit Limit Settings:

- Use credit limit for customer: Select 'No' to only use Pay On Account payment method without Credit Limit.

Payment Method for Credit Limit Order: Which payment method will be used for accepting credit limit orders.

- Credit Limit Open Orders: Which orders are considered open.In the cases in where the administrator changes the setting for a new open order status, all the credit limits done with the previous open orders selected statuses are released (reset) and the new credit limit is taken in concern from the new set open order statuses.

- Limit Exceeded Message: This message is displayed on checkout page, next to the credit limit payment method when the credit limit payment method cannot be used because the customer has exceeded the maximum allowed amount in open orders.

- Unset customer or global limit message: This message is displayed when no credit limit is set for individual customer or no global limit is set for the all customers.

- Hide credit limit option for customers who do not have a credit limit set: If this setting is enabled (set to ‘Yes’) and the customer does not have a particular credit limit set, the Credit Limit tab present in the My Account left navigation menu will not be shown.

- Hide Credit Limit info for customer groups: This option handles the visibility of the amount of credit limit in the account of the customer. The visibility of the credit limit info can be changed by selection/deselection certain customer group.

Use credit limit for all customers: Use global credit limit. If it is set to yes it will override the credit limit that is set for the individual customers.

Customer Limit Default Amount: Set the global credit limit amount.





4.Setting Credit Limit to a Customer:  The credit limit can be set to every customer individually. There is a separate menu item in backend “Credit Limit”, where all already created credit limits can be listed, new credit limits can be added, modified or already present ones can be deleted as we can see on the image shown below. 





Good to be mentioned one of the implemented functionalities that are referred to the Credit Limit itself are the following ones:

a) Credit Limit cannot be deleted if it is used for an open order (assigned to a certain customer).
b) Credit Limit cannot be updated to a value lower than the total amount of the opened orders.


*NOTE: Good to be mentioned is that after the installation of the module the setting for using the Credit Limit for customer should be set. After some time period, if this setting "Use credit limit for customer" is disabled, this can result with some unusually behavior related with the display of the Credit Limits.


5. Pay on account – Payment method configuration:This extension also adds a new payment method “Pay on Account” and a new payment status “Placed by Credit Limit”. To configure the payment method navigate to System -> Configuration -> Payment Methods -> Pay on Account


- Enabled: Enable/Disable the payment method.

- New order status: Status of the created order.

- Title: Title of the payment method.

- Sort Order: This options adds an ability for setting sorting order for the Pay On Account payment method among the rest payment methods that are going to be used on the store.

- Customer Groups: Set for which customer groups the payment method is available.

- Purchase Order NumberWhen enabled, a text field is added next to Pay On Account method on checkout page. Here the customer can enter number which will be added to the order, order email, invoice, etc.





View customers credit limits info
Admin user can see the credit limit info set for each individual customer.



On customer level, there is also a new tab ‘Credit Limit’ added in where if there is an already set credit limit for a particular customer the credit limit info is shown, and also this credit limit can be modified with the already existing Edit link. If for that particular customer no credit limit is set, this could be done with the “Add Credit Limit” button. The mentioned functionalities are shown on the image below.







Front End

Checkout page

If the customers have enough credit limit they will be able to pay using the payment method “Pay on Account”.


 

 

If no credit limit is set for a certain customer the message from the:

“Unset customer or global credit limit message” setting is shown. This message can be modified as well.


 





If the Credit Limit amount is exceeded, then on the Checkout Page a message will be shown that the Pay on Account method cannot be used, the Credit Limit amount is exceeded. This message is easily adjustable for the customer in the module settings in the admin configuration of the module.


There is also the possibility for displaying the credit limit info details, when customer chooses to create an order from the admin. In the Payment Information section, the Pay On Account method will be displayed with the proper Credit Limit info for that specific customer. This is described on the image below.






My Account page

Customer credit Limit info is visible on the My Account, Credit Limit link.








Uninstall


1. Change the “Active” element to “false” /etc/modules/Ecomwise_Creditlimit.xml and save the file.

2. Flush Magento cache.


This will set the extension to inactive. However, if more explicit action is needed:

- Remove all files from file system.

- Remove the entry with code='ecomwisecredit_setup' in the core_resource database table.





Updates


05 December 2016

  • B2B suite compatibility

22 November 2016
  • Adding dutch translation file

15 June 2016
  • Bug fixes
  • Adding new features- Sort Order field,Hide Credit Limit info for customer groups

26 April 2016
  • Module refactored to be dependent with Credit Limit Plus
  • Cannot DELETE limit if any opened orders 
  • Cannot update limit to a value lower than the sum of opened orders
  • Bug fixes

25 February 2016

  • Bug fixes

24 December 2015
  • Bug fixes


17 December 2015

    • Module compatible with SUPEE-6285 patch.


    11 November 2015

    • Module compatible with SUPEE-6788 patch.

    02 October 2015

    • Bug fixes
    • Compatibility issue with OSC (OneStepCheckout) module.

    29 September 2015

    • Bug fixes

    15 September 2015
    • Bug fixes

    26 August 2015
    • Re-factor module, credit limit is defined as a separate entity.


    07 July 2015

    • Code maintenance and bug fixes.


    19 Jun 2015

    • Added possibility for setting a global credit limit, which will be applied to all the customers.
    • Code maintenance and bug fixes. 


    19 May 2015

    • Added possibility to select which payment method will be used for accepting the credit limit orders.


    15 April 2015

    • New order status “Placed by Credit Limit” has been added for the orders placed with Pay on account payment method.


    05 March 2015

    • Added Credit limit tab in customer account on frontend and customer overview in backend.
    • Added possibility Pay on Account to be used for creating order from backend.

    24 November 2014
    • Added info & Support tab in configuration.

    06 November 2014
    • Credit limit is equal to the amount a customer can have in open order only made by the payment method "Pay on Account".

    30 October 2014
    • Only orders with Pay on Account payment method are considered as open orders.
    • Option to enter Purchase order number with the payment method Pay on Account.

    29 May 2014
    • Compatible with Magento Community 1.5.x-1.9.x

    02 May 2014
    • Compatible with Magento Community 1.5.x-1.8.x




    Support

    Please browse to our FAQ page for more details or contacthttp://support.b2b-extensions.com.