We would like to see a way for users to be able to have a credit check performed at the time an order is opened.    

Under the current Softbase methodology, when the user attempts to close an order to invoice a credit check is performed.  This method is fine for a counte parts type ticket, but very insufficient for shop repair orders.

For example, if we have a customer with $5,000 limit but they have brought in a repair job that will be $15,000 the service department receives no warning about the credit issue until all the labor and parts have already been expended.  At that point there is really no choice but to approve the credit override.

We are looking for a  way to input an estimate at the time the order is opened, which will then be run against the credit limit check.