| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 250 |
| Technical Name |
sr_customer_credit_limit |
| License | OPL-1 |
| Website | https://sitaramsolutions.in |
| Versions | 17.0 15.0 16.0 12.0 13.0 14.0 11.0 10.0 |
Customer Credit Limit Assign/Hold/Blocking
With this plug in, you can set customer credit limit and blocking limit to reduce credit risk. To avail this feature you need to enable credit limit access for any perticular user. Only that user can able to assign credit limit and blocking limit. once you assign credit limit to any of your customer it will consider total receivable and total payable against that customer to check credit limit. If any customer cross credit limit or blocking limit then system will raise warning Also you can put hold to that customer for a while.
Module Features
- Access right for credit limit
- Set credit limit and blocking limit in customer
- Put on hold customer if exceed credit limit or blocking limit
- Auto generate email to the administrator if any customer cross their credit limit
- Notifications and warning for cross credit limit, hold customer and due amount
- 50 days free support
Assign Credit Limit
First of all, you need to give access to the user for assigning/blocking credit limit.
Now, Go the the customer and activate credit limit feature and assign the credit limit and blocking limit.
While creating sales order for any customer, you can see the credit limit for that customer and also total receivable from that customer.
If any of the customer exceeded credit limit, you can see the wizard with credit limit, receivable and exceeded amount details when you confirm the order.
You can confirm the sales order even any customer exceeded credit limit but one email will will be sent to the admin.
Warning/Validations/Notification
If any customer crossed their credit limit then following warning can be appeared while selecting customer
If any customer exceeded their blocking credit limit then following warning can be raised when save the record.
If you have put on hold to any customer then following warning will be raised.
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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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