Credit Limit

by
Odoo          
v 12.0 Third Party 2

40.00 €

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Technical name payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Read description for v 11.0 v 10.0 v 9.0
Required Apps Invoicing (account)
CRM (crm)
Sales (sale_management)
Sales (sale)
Inventory (stock)
Technical name payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Read description for v 11.0 v 10.0 v 9.0
Required Apps Invoicing (account)
CRM (crm)
Sales (sale_management)
Sales (sale)
Inventory (stock)

Credit Limit

A credit limit is the maximum amount of credit offered to a customer. Set up a credit limit ensures that the amount of this credit is consistent with the financial capacities of each customer. Set up credit limits is one of the key tools to avoid overdue invoices and bad debts.

This application provides functionality of set credit limit for individual customers. When customer request for goods and in Odoo while confirming the quotation system will check past due amount of the customer and it will compare with his credit limit. If order amount is more than customer's credit limit system will automatically update order status as 'CC HOLD'.

The credit limit is used to limit the amount of loss that a business will sustain if a customer does not pay. The amount of a credit limit is established by the credit department. The amount of the credit limit is based on a number of factors, such as:

1) A customer's credit score.

2) The customer's payment history with the company.

3) The customer's financial results and financial position, as described in its financial statements.

4) The presence or absence of any personal guarantees or other collateral.

Key Features

  • Allow to set credit limit for individual customers.
  • System will automatically check customer credit limit and update order status as 'CC HOLD'.

Assign Credit Limit on Customer

On customer record, user can assign credit limit.

Create Sale Order

Once sales person will create the quotation and proceed to confirm, system will check total amount (past due amount of customer + order amount) and compare with customer's credit limit if amount is greater then credit limit then system will put order in 'CC HOLD' other wise allow to create delivery.

Credit Code Hold

If order is goes in 'CC HOLD' stage, then it's require Account manager approval. Account manager can approve or reject hold order.

Approve/Reject Hold Orders

Account manager can view all credit hold orders on his dashboard and update status approve/reject with amount.

Approved Order

Order can be proceed for delivery order once get the approval from Account manager.

Approval History

Approval history will be maintain on sales order.

Free Support

1) One month free bug support period will be offered pertaining to any one server used, testing or live.
2) If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
3) Please note that you are not allowed to distribute or resell this module after purchase.
4) This module is tested and working on Odoo vanilla with Ubuntu OS.
Checkout Other Apps Developed By Synconics Technologies Click Here


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