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Credit Categories - Configuration Tab Documentation

The Credit Categories section under the Configuration tab enables administrators to manage discount categories that are applied during payment transactions. These categories distinguish between Customers and Distributors.

Interface Overview

The table displays the following fields:

  • ID: Unique identifier for each category.
  • Category: Name given to the discount category.
  • Type: Classifies whether the category is for a Customer or a Distributor.
  • Discount: Monetary discount (percentage) that is applied during transactions.
  • Default: Indicates if a category is the system default. This default cannot be overridden unless modified manually by an admin in the configuration.
  • Actions: Includes icons to Edit (✏️) or Delete (🗑️) the category. Only available to admin users.

Functional Buttons

  • Create Category: Opens a modal form to input new category details, including:
  • Name
  • Type (Customer/Distributor)
  • Discount percentage
  • Set as default or not
  • Edit (Pen Icon): Used to update an existing category's details.
  • Delete (Trash Icon): Removes the category from the list (admin only).

User Access

Only users with admin privileges have access to perform creation, update, or deletion of credit categories.