Overview

In Business, A customer credit limit defines the basic amount of credit that you are allow to a customer without the completing the approval process. by Carefully analysis it will minimize the risk and maximize the revenue into the business and on other side will helpful to salesman to to grow sales process and certain limits for credit approvals. In odoo , we come with proper solution to set credit limit on customer screen and raise some alert for sales man when outstanding invoice will more the credit limit and send mail notification to sale manager or who having authority to process credit sale orders in odoo.

Feature

Odoo admin cans set customer limit to any customer from odoo customer screen
Alert Sales Person when customer credit limit will be exceeded
Exceeded credit limit window will show the sum of total outstanding Invoices from previous orders and total bill amount of the current sale quotation being placed for the customer
Quick allow to set customer on credit limit on hold
Sales Manager/ Credit manager will notify by mail when customer sale order goes into credit limit
Separate Menu to see all credit sale orders
Alert when selecting customer already on credit limit on hold

How To Work

Customer Credit Limit

Admin can set the customer Check Credit True in the Customer form. Then after he can set the credit limit of the customer other wise system can not set the credit limit.

Exceeded Customer Credit Limit

When the Credit Limit is Exceeded then this window is open by clicking the confirm sale Button. You can See full information for Which sale order , Invoice are not Done or Paid. When You click the confirm Button then the sale Order is move on credit limit state If you set the Customer credit limit hold for second sale order then set True to Credit Limit on Hold.

Notify the Sales Manager

When You click the confirm button of the Credit limit Window then sales manager get the email for confirm the sale order.

Sales Manager Confirm Sale Quotation

View Sales Order in Credit Limit

Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

Get in Touch

devintelle@gmail.com   (+91) 87805 43446   devintelle

Odoo Support Services For any other assistance related to the new Odoo feature, customization or Odoo Development.Our Odoo experts will help you to build your business OUR MORE APPS