Customer Credit Limit Setup

$ 19.83

v 15.0 Third Party 6

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Invoicing (account) • Inventory (stock)
Lines of code	349
Technical Name	`o2b_customer_credit_limit`
License	OPL-1
Website	https://www.o2btechnologies.com
Versions	16.0 10.0 9.0 11.0 13.0 15.0 14.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Discuss (mail) • Invoicing (account) • Inventory (stock)
Lines of code	349
Technical Name	`o2b_customer_credit_limit`
License	OPL-1
Website	https://www.o2btechnologies.com
Versions	16.0 10.0 9.0 11.0 13.0 15.0 14.0

Description
License

Odoo Customer Credit Limit

This module allows businesses to apply the credit limits on the customers so that they can limit and track customers' outstanding dues. Once you set the credit limit on a customer, they cannot have an outstanding amount greater than the credit limit. If they exceed the credit limit, only the admin or manager can approve the orders. Also, this module will let you see the pending invoices and unpaid sales order amount while placing an order. This module will allow the business to control the number of outstanding dues of customers. Also, this module will allow you to place the Customer Credit On Hold, which means the customer should be restricted from placing any new orders.

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Highlights

Features List

Effective System For Tracking Your Customer Dues
- With the tiniest configuration changes, you can track the outstanding dues of your customers.
- No need for checking the unpaid amount manually.
- You can easily see the pending invoice amount and unpaid sale order amount at a glance.
Individually set the Credit Limit on Each Customer.
- Easily set the credit limit on each customer.
- You can set different credit limit amounts for different customers.
- The set amount denotes the total amount of unpaid dues a customer can have at a time.
- The outstanding amount cannot be more than the credit limit.
- If a customer's unpaid dues exceed the credit limit, no new order can be placed for that customer.

Shows Warning Pop Up As Soon As The Customer Credit Limit Exceeds.
- A warning message can be seen while placing an order and if the outstanding amount of the customer is greater than their set customer credit limit.
- The user cannot confirm the order if the sum of the current quotation and previous unpaid dues surpass a credit limit.
See All the Previous Customer Dues on a Warning Popup.
- In the warning message, you can see the pending sale orders amount, current quotation amount, and pending invoice dues.
Control Over Approval Process For Orders Exceeding The Credit Limit.
- When a user creates a quotation for a customer whose credit limit is exceeding, the order will go to the Credit Limit Stage.
- Admin will receive the approval request email.
- Only the admin/manager can approve and confirm such orders.
- Once the admin/manager approves and confirms the order, the sale order, and delivery order will be placed for the customer.
Track All The Activities On a Record in The Chatter Area.
- User and admin's activities will be recorded in chatter.
- The approval request email and user activity can be tracked from the chatter.

O2B Customer Credit Limit: User Guide

Provide the Credit Limit Set Up Access to the Admin or Manager

Go to the Settings >> Users >> Credit Limit Setup and then checkmark the box. This user will be able to set up the credit limit on the customers and approve the order if the limit exceeds.

Set A Credit Limit and Add an Amount for each Customer

Users (Admin/Manager) with the credit limit set up access can set up the credit limit and add the amount to each customer.
Go to the Customers >> Sales Purchase Tab, here you will see the check box for Check Credit

Also, you can put a customer's credit limit on hold by checking the Credit Limit On Hold checkbox.

Display A Warning Pop Up Screen When Customer Credit Limit Exceeds

When the credit limit amount of the customer exceeds you will see a warning popup while confirming the order.
Here you can see the exceeded amount, pending invoices amount, unpaid sale order amount, etc.

Admin/Manager's Approval Is Required When Credit Limit Exceeds

When a user clicks on the confirm button on the PopUp warning message the quotation will go to the Credit Limit Stage and an approval request email will be sent to the Manager.

The email will have the link for the order that needs to be approved and confirmed

Manager Have The Rights To Approve and Go Further to Confirm the Order.

They can click on the Confirm Sale and the sales order will be placed.

The Credit Limit Exceed Mails and Approval Mails Log into chatter Area.

Emails and other changes will be logged into the Chatter so that you can track the activities.

Draft the Approval Request Email Template and Add The Recipients.

First, you need to activate the technical mode and then go to Settings >> Technical >> Email >> Email Templates .

Here you can create or choose an email template, for example, Send Mail When Credit Limit Exceeds

In the template, you can draft the email content and it will be used whenever the user will confirm the quotation and it moves to the Credit Limit stage

Need Any Help?

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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
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IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM,
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Muhammad Ibrahim

on 7/15/22, 8:03 AM Confirmed Purchase

What happens if contacts already have unpaid invoices in odoo before your module is installed? Will it consider the past invoices and recalculate credit balance for all contacts automatically (or via some "recalculate all credit used" button or some other similar mechanism)?

Customer Credit Limit Setup