We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 366 |
| Technical Name |
sh_sale_credit_limit |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 14.0 17.0 10.0 11.0 12.0 9.0 13.0 15.0 16.0 |
Community
Enterprise
Odoo.sh
Sales Credit Limit
A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module. For example, a manager grants a credit limit of $5,000 to a customer. The credit limit is used to limit the amount of loss that order will on hold if a customer does not pay. you can also notify the customer by email when a customer crosses his credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the customer by email.
Features
- Goto user ==> sale manager and tick right on 'Approval On Hold Sale Order'
- Goto user ==> sale user and leave blank 'Approval On Hold Sale Order'
- Easy to set each customer credit limit.
- There is an option to send notification via email when the credit limit is cross.
-
- Notify by E-mail.
- To All Approval: When you tick this option then all persons (user/manager) give you approval who have access for approving.
- By Team: After ticking this option only the sales team person can give you approval.
- Specific User: In this option, you have to define a specific person for sales order approval.
- No special configuration required, install it, use it.
- This module saves your important time.
- It reduces human efforts.
- This app is compatible with Odoo's Multi-Company Feature.
Sales Manager has given group rights for "Approval On Hold Sale Orders" and can Confirm sales orders that are in the "On Hold" stage.
Sales User not given group rights for "Approval On Hold Sale Orders".
Inside Sales Configurations set Email settings for whenever any sales order set to "On Hold" state, who should be notified. If "No Alerts" selected no one will be notified on any sales order set on hold state.
To Customer if "Set Customer Credit Limit" to True then will ask for "Customer Credit Limit" enter amount up to max you want to allow customer to create order on limit exceeds. You can set "Set Customer On Hold" to True if required, so whenever that customer is selected it will be notified.
If Customer set as "On Hold" than when the user creates a new Quotation/Order and selects that customer will be notified for it.
So Now after choosing that customer on hold state and create a new quotation. When the user clicks on "Confirm Sale" then a new pop up window opens, which shows all details of the customer. user can change it on hold state from here. If User clicks on the "Confirm" button then that sale order will be "Confirmed" though the credit limit for that customer exceeds. Users can set that sale order to the "On Hold" state by clicking the "On Hold" button.
Sales order set to "On Hold", as per settings email alert will be sent. If from setting "To All Approval" selected than all user having "Approval On Hold Sale Orders" group will be individually notified, if "By Team (Sales Channels)" option is selected on that sales order if any sales channel is selected then all team member of that channel having "Approval On Hold Sale Orders" group will be notified for that sales order.
Sales quotations that are "On Hold" state is available in new Menu "Sales Order On Hold".
Inside Quotation/Order there is "Confirm" button that is visible to all e.g. Sales Manager or any other having group "Approval On Hold Sale Orders".
Now if an authorized person clicks on "Confirm" that sale quotation is confirmed.
Inside sales setting if "Specific User" is selected then it will ask to choose one user for email alert notification. Then only that user will be notified when he having the "Approval On Hold Sale Orders" group or not.
Also from the Sales Quotation/Order, one can filter orders that are "On Hold" state.
Email alert sent to the user as per settings selections.
Can Filter customers that is "Customer On Hold" state.
Inside Quotation/Order there is a "Confirm" button is visible which has the group rights "Approval On Hold Sale Orders".
Version 15.0.2 | Released on : 9th December 2021
Update
Email Template Updated.
Version 15.0.1 | Released on : 10 October 2021
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Yes, This app is compatible with Odoo's Multi-Company Feature.
- Please Contact Us at sales@softhealer.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
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ENG:
Hi, I'm Eduardo Franco.
In my company we use Odoo V15 sh, and we require an app for customer credit limit, or credit hold.
We are evaluating your app as an option, but we want to know if there is a demo that we can try a few days in our staging.
Feel free to contact me on my cell phone +52 811 8019690 or by e-mail: efranco@archdistr.com
Re:
Hello,
Hope you are doing well !
Please email us on support@softhealer.com.
Thank you...