Partner Maximum Creditby O'Labs http://www.olabs.be
Sales Management (sale_management)
• Invoicing Management (account_invoicing)
|Also available in version||v 10.0 v 9.0|
Partner Credit Maximum
Boost sales productivity
- A parameter "maximum outstanding" on the customer record (Visible and modifiable by account_manager).
- Visibility of the balance (maximun outstanding - total unpaid invoices) visible by everyone.
- When creating a quote, the user receive a warning that the customer has exceeded the limit of credit.
- Blocking the order except for the accountant.
- View the balance in the view list of clients.
Help and Support.
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