​Credit Limit for Customer Sales Advance

by
Odoo

$ 108.71

v 10.0 v 11.0 v 12.0 Third Party 18
Required Apps • Invoicing (account)
• Sales (sale)
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 16.0 v 15.0 v 13.0 v 14.0
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Required Apps • Invoicing (account)
• Sales (sale)
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Also available in version v 11.0 v 12.0 v 16.0 v 15.0 v 13.0 v 14.0

Credit Limit for Customer Sales Advance

This app manage credit limit and do not allow to confirm sales order if customer has reached limits. This allow you to configure difference credit limit rules/policies your company is having and set on customer form.

Main Features:

- Allow Sales team to create Credit Limit Rules.
- Allow Sales team to set Credit Limit Rule on Customer Form.
- Credit limit will be compared using Customer receivable amount or Customer receivable amount till number of days you have set on rule. (See Credit Limit Formula).
- You are allowed to have product and categories set on credit limit rule so when that product and category comes on sales order then only credit limit will apply.
- Credit limit will be automatic set on customer form.
- For more details please see video or contact us.

App New Menus:

  • Sales
    • Configuration
      • Credit Limit Rules

Credit Limit Rule

Create Credit Limit Rule.

Select Credit Limit Formula for the Credit Limit Rule.
1. Receivable Amount of Customer will Calculate Customer's Receivable amount and it does not consider due dates.
2. Due Amount Till Days will Calculate Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example if Quote Date is = 13 Oct 2017 and Days = 10 then system will consider due amount from all unpaid invoices till 23 Oct 2017.

List view of Credit Limit Rules.

Customer Form - Credit Limit Setup

Select Credit Limit Rule

System will automatic set Credit Limit From the Credit Limit Rule.

Create Quotation

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

  • Odoo Implementation

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  • Odoo Customization

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from the authors, typically via Odoo Apps, or if you have received a written
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