We have added some predefined languages (English, German / Deutsch, Arabic, Spanish / Español, French / Français, Chinese) in the module. If you want to add other languages, you can contact us at support@softhealer.com . We use Google Translator tools for multiple languages, so possible translations may not be accurate. We welcome suggestions to make the translations more accurate at support@softhealer.com.
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 386 |
| Technical Name |
sh_sale_credit_limit |
| License | OPL-1 |
| Website | https://www.softhealer.com |
| Versions | 17.0 16.0 13.0 10.0 11.0 12.0 9.0 14.0 15.0 |
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 be set to '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's credit limit.
- There is an option to send a notification via email when the credit limit is crossed.
- 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.
Sales Manager has given group rights for 'Approval On Hold Sale Orders' and can Confirm sales orders that are in the 'On Hold' stage.
Inside Sales Configurations set Email settings for whenever any sales order is set to 'On Hold' state, who should be notified. If 'No Alerts' is 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 the amount up to max you want to allow the customer to create an order if the limit exceeds. You can set 'Set Customer On Hold' to True if required, so whenever that customer is selected it will be notified.
If the Customer is set as 'On Hold' then when the user creates a new Quotation/Order and selects that customer will be notified for it.
Tick the 'Set Customer Credit Limit' option.
So Now after choosing that customer on hold state and creating a new quotation. When the user clicks on 'Confirm Sale' a new pop-up window opens, which shows all details of the customer. Users can change their on-hold state from here. If the 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 setting 'To All Approval' is selected then all users having the 'Approval On Hold Sale Orders' group will be individually notified if the '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 in the 'On Hold' state are available in the new Menu 'Sales Order On Hold'.
Inside Quotation/Order, there is a '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.
You can filter the 'On Hold' quotations in the Kanban view of the quotation/sale order.
Can Filter customers that are in a 'Customer On Hold' state.
Inside Sales Configurations set Email settings for whenever any sales order is set to 'On Hold' state, who should be notified. If 'To All Approval' is selected all approval persons will be notified on any sales order set on hold state.
If any sales channel is selected then all team members of that channel having an 'Approval On Hold Sale Orders' group will be notified for that sales order.
Email alert sent to the user as per settings selections.
Go to the sales setting and select the sale order credit limit 'By Team (Sales Team)'.
If any sales channel is selected then the sales team will be notified of that sales order.
Email alert sent to the user as per settings selections.
Go to the sales setting and select the sale order credit limit 'Specific User'.
Now the quotation is 'On Hold stage.'
Email alert sent to the user as per settings selections.
Sales User not given group rights for 'Approval On Hold Sale Orders'.
Inside Quotation/Order, there is a 'Confirm' button visible which has the group rights 'Approval On Hold Sale Orders'.
Now the quotation is 'On Hold stage.'
Version 17.0.1 | Released on : 12th December 2023
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & On-Premise) as well as Community.
- No, this application is not compatible with odoo.com(odoo saas/Odoo Online).
- Please Contact Us at sales@softhealer.com to request customization.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- For version 12 or upper, you will need to purchase the module for each version that you want to use.
- Yes, we provide free support for 100 days.
- No, We do not provide any kind of exchange.
Multi-Languages
You May Also Like
Most Demanded Apps
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.
Please log in to comment on this module