> For the complete documentation index, see [llms.txt](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://duos-b2b-documentation.gitbook.io/duos-b2b-wholesale/company-credit-limit/credit-limit-management.md). # Credit limit management ## Credit limit management **Company list:** The page displays a **list of B2B companies** with their associated locations and assigned total credit limits, including these following columns: * Company - company name * Locations - show the number of locations in this company * Total credit limit - indicate the total amount of credit limit amount of all locations in this company
### Bulk add credit limit for all locations within a company When there is a agreement, merchants can update credit information in the App Admin. * On the *app* sidebar, go to **B2B extension**. * Find Finance & Credit extension, then choose \`Manage\` on the Credit limit section. * Within the Credit management page, click on the Add credit limit button * Then enter the credit limit amount * This amount will be **assigned as the individual credit limit for each of the company**'s locations.
{% hint style="info" %} For example, if you enter a $10,000 credit limit to a company that has 2 locations (location A, location B), this means that: * The total value of the credit limits assigned to this company is $20,000. * Location A has $10,000 and location B has $10,000. {% endhint %} ## Company credit detail **Location list**: The page displays a **list of locations within a specific B2B company** with their assigned credit limits, including these following columns: * Location - location name * Credit limit - indicate the amount of credit limit amount of the location * Outstanding balance - the amount credit used (it represents the total value of unpaid invoices from all orders placed on net terms) * Available credit
### Add credit limit for each location of a company * Within the Company credit detail, you will find all locations listed * On each location of the company, you can enter the credit limit amount {% hint style="info" %} For example, if you enter a $10,000 for location A, and $20,000 for location B, this means that: * The total value of the credit limits assigned to this company is $30,000. * Location A has $10,000 and location B has $20,000. {% endhint %} ## Location credit detail The page displays a complete history of all credit transactions, balance changes, and payment activities in a grid format.
### B2B credit activities
ColumnDescription
ColumnDescription
DateThe date of the transaction. To display the date and time, hover over the date.
OperationsThe type of activity associated with the transaction. Values:
Purchased - An order was placed on net term
Reimbursed - The outstanding balance was reimbursed due to order/invoice paid
Reverted - The order was canceled and the amount returned to the credit balance.
Credit changeThe amount of the transaction associated with the following transaction types: Purchased / Reimbursed / Reverted
Outstanding balanceIt represents the value of unpaid invoices from orders placed on net terms.
Available CreditAvailable credit = Credit limit - Outstanding balance.
Credit LimitThe amount of credit extended to the company location
ReferenceThe event that is associated with the transaction (order placed, invoice paid,...)
## Automated credit validation at checkout The app automatically checks a B2B customer's available credit at checkout. If a new order on net terms exceeded their available credit, the checkout would be blocked, prompting the customer to reduce order size or pay the outstanding balance to continue. This ensures that purchases stay within a company's approved credit limit, mitigating risk for the merchant.