$ 37.92
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Employees (hr)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
Lines of code | 335 |
Technical Name |
customer_credit_limit_alert |
License | OPL-1 |
Website | https://www.boraq-group.com |
Versions | 14.0 13.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Employees (hr)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
Lines of code | 335 |
Technical Name |
customer_credit_limit_alert |
License | OPL-1 |
Website | https://www.boraq-group.com |
Versions | 14.0 13.0 |
Customer Credit Limit Alert
This app limits customers purchases according to their specified limit and provide tracking on customer operations. Manager approval is needed for exceeding customer credit limit.
Request a Free Demo
Features
- Tracking for all customer purchase operations and populate the alert with all information
- Popup alert on exceeding credit limit
- Set a different credit limit for each customer
- All activities are recoded in the chatter,
- Admin/Manager approval on customer exceeded limits
Configuration
-
Choose a customer to set them a credit limit,
- You can set different credit limits for each customer.
-
In customer form view under Sales and Purchase tab you can set the customer's
credit limit in Credit Limit field,
-
Now go ahead and create quotation which doesn't exceed the credit limit,
-
Create a second quotation that exceeds the credit limit,
-
If try to confirm the second order an alert will popup warning you that this customer
has exceeded the credit limit, showing the credit amount, order amount, amount
exceeded and list of all unpaid orders or invoices. In case the customer is a company it
will show all the individuals' orders that are working for the company,
-
Exceed Limit button will be available in the popup alert which sends an email for the manager
to get their approval on the customer exceeding the specified credit limit,
Yes, the app works perfectly well with Odoo Enterprise (On-premise and Odoo.SH) as well as Community. Odoo Online (Cloud) does not allow installation of third-party apps and hence this app cannot be installed on Odoo Online.
You can contact us to request a customization in the app.
If you purchase our app for Odoo Version 12 and prior, we will provide you access to all the versions up to 12 depending on their availability. Starting version 13, every version of the app will be sold separately.
We offer free support for a duration of 90 days from the date of purchase. Kindly read our support policy to know the details.
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WHO'S BORAQ
BORAQ Solutions is considered to be the double threat in business solutions and media production that will make your business grow effectively. We have got the professional team and the experts in the field that will take your business and step it up to the next level. We tend to find the most fit solutions to your enterprise in a strategic way that will improve your business. Our highly talented and skilled team will use their creativity and their unique innovation to turn your vision into reality in the most original way.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
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