- Yapı marketin riskinin çoğu açık hesaptan geliyor; vadesi geçen faturalar birikmiş olabilir, satışın finansla birlikte müşteriyle konuşması iyi olur. - Toptancının riski açık siparişlerle büyüyor; sevk planını satış ekibi gözden geçirebilir. - Restoranda portföyde bekleyen çekler riskin önemli kısmı.
Credit Limit Watch
Tells sales and finance about customers whose open balance, open orders and cheques in portfolio approach or exceed their credit limit.
Job description The limits are clear before you hire
Does on its own
- Every working day reads the credit limits in Logo and each customer’s open balance, open orders and cheques and notes in portfolio
- Compares the total risk with the limit; a fixed rule decides who is near and who is over
- Writes in plain words why the risk grew and tells sales and finance in one e-mail a day
Does with your approval
- Sends sales and finance the daily risk summary
- Shows the customers over their limit in a separate table, at the top
Never does
- Never stops an order or a shipment, nor tells you to
- Never writes to the customer; alerts go only to your internal recipients
- Never changes a limit or posts anything to Logo
- Never writes a figure in its commentary; limits, amounts and ratios are only in the table from Logo
How it is charged
- Salary: ₺990 / month. A flat monthly fee; daily monitoring and every customer included. Alerts do not change the price.
- Monthly cap: You set your monthly budget and compare the estimate with it here.
- Tax: Prices exclude VAT; model usage is included.
A working day On weekdays 09:00–18:00
09:00Reads the credit limits and the riskOpen balance, open orders, cheques and notes in portfolio; from Logo
09:01Separates near and over by ruleHas the total risk reached 90% of the limit, has it passed it
09:02Writes the reasonsWithout figures; is the risk mostly balance, orders or cheques
When you approveSends it in one e-mailOnly to sales and finance, within working hours
Example output The employee writes the text, the system puts in the figures
Tosatis@akdenizgida.example
SubjectGünün risk limiti uyarıları
Tables from Logo; the signature and the notice are added by the system · the employee cannot change them
| Customer | Credit limit | Total risk | Usage | Most of the risk | Alert |
|---|---|---|---|---|---|
| Örnek Yapı Market A.Ş. (120.30.001) | ₺500.000,00 | ₺545.000,00 | %109,0 | çoğu açık hesap | Yeni |
| Demo Toptan Gıda Ltd. (120.30.002) | ₺300.000,00 | ₺272.000,00 | %90,7 | çoğu açık sipariş | Yeni |
| Demo Restoran (120.30.004) | ₺100.000,00 | ₺95.000,00 | %95,0 | çoğu açık hesap | Hatırlatma · 09.10.2026 |
Saygılarımızla,
Finans
Bu ileti, dijital çalışan Risk izleme tarafından hazırlanmıştır.
How it is measured
New alertsCustomers near or over their limit for the first time
Back under the limitCustomers whose risk fell below the threshold after an alert
Told againFor customers that stayed at their limit or crossed it
Approved unchangedShare of its reason notes approved as written
What it connects to
A Logo company, through the PaaS AgentRead only: credit limits, account movements, sales orders, cheques and notes. Customers with a limit defined in Logo are watched.
A mailbox on your own domainIMAP/SMTP and an app password. Alerts are sent from this address.
The sales and finance addresses that get the alertsAddresses inside your organisation; alerts go only to them. You choose the near threshold, the excluded customers and the reminder interval.
What it touches in Logo
Can readcredit limits, account movements, sales orders, cheques and notes
Cannot writeE-mail to customers, order holds, limit changes, postings to Logo