Odoo Customer Credit Limitby Webkul Software Pvt. Ltd. https://store.webkul.com/Odoo-Customer-Credit-Limit.html
• Employees (hr)
• Invoicing (account)
|Lines of code||476|
|License||See License tab|
|Also available in version||v 15.0 v 14.0 v 13.0 v 11.0|
Odoo Customer Credit Limit
Now limit and track customer's outstanding dues by setting a credit limit for them in Odoo. Once set, no buyer can have an outstanding amount greater than the credit limit. If an order exceeds the set credit limit only the admin/manager can approve such order.
Detailed Features List
A effective customer dues tracking system for your Odoo
- The simple module put the check on your customers in Odoo.
- With minimal configuration you can track the unpaid dues from customers.
- You do not need to manually check the open invocies of customer each time.
Set Individual Odoo Credit Limit For Each Customer
- A unique Odoo Customer credit limit can be set for each customer.
- Choose different Odoo credit limits for different types of customers.
- The credit limit is sum of all open invoices and unpaid orders of the customer in Odoo.
- Once set, the customer's unpaid dues cannot be greater than the credi limit.
- If credit limit exceeds, new order cannot be placed for customer in Odoo.
Displays Warning Message When A Customer Credit Limit Exceeds
- If sum of current quotation and previous dues exceed credit limit, order cannot be confirmed.
- The Odoo user will recieve a warning popup message for the same.
Warning PopUp Show Details Of customer's All Previous Dues
- The warning message shows the details of previous dues and their total amount.
- Odoo user can see each invoice or order number which are still due on customer.
- It also show the amount of each unpaid, open invoice and order.
Admin Control On Approval Of Order Exceeding The Credit Limit
- Admin/manager approval is Mandatory to confirm such orders.
- Gives admin control on confirmation of orders exceeding customer credit limit.
- The user can send approval request mail to his Manager or admin from Odoo.
- Once manage approves the order, confimation mail is sent to the Odoo user.
- The user can then confirm the sales order of the respective customer.
Records The Admin and Odoo User Activity In Chatter
- The manager and Odoo user activity is recorded in the Odoo chatter.
- The approval request mail is automatically attached to the chatter of the order.
- Similairily, the confimation mail is also added to the order's chatter.
Set A Different Credit Limit for each Customer in Odoo
Warning PopUp Messages When Customer Credit Limit exceedsWhen the credit limit exceeds the module shows warning popup to the Odoo user trying to confirm an order. The popup shows the previous orders and/or invoices of that customer which are still unpaid or open in Odoo.
Manager Approval Needed To Exceed The limitClick Exceed Limit to send 'Exceed Limit' Approval Request mail to the manager of the Odoo user.
Logs Customer Credit Limit Exceed Mails in the ChatterBoth the mails are also added to the odoo chatter for tracing and future references.
Help and Support
Get Immediate support for any of your query
You will get 90 days free support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issue related to this module.
Write a mail to us:firstname.lastname@example.org
Any queries or want any extra features? Just drop a mail to our support.
Get in touch with our Expert:https://webkul.uvdesk.com/en/customer/create-ticket/
Any technical queries, want extra features, or anything else, our team is ready to answer all your questions, just raise a support ticket.
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