29.72

v 12.0 Third Party
Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 355
Technical Name sh_supplier_credit_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 13.0
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Required Apps Purchase (purchase)
Invoicing (account)
Lines of code 355
Technical Name sh_supplier_credit_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 14.0 v 13.0
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Enterprise Community Odoo.sh

Supplier Credit Limit

This module helps to set a credit limit for every supplier. A credit limit is the maximum amount of credit offered to a supplier. If the credit limit is less then that order will on hold if a supplier does not pay. You can also notify by email when a supplier crosses their credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the supplier by email.

Features


  • You can set a credit limit for the supplier.
  • Easy to set each supplier credit limit.
  • There is an option to send a notification via email when the credit limit is cross.

    A) No Alerts: When you tick this option then no notification will send.
    B) To All Approval: When you tick this option then all persons (user/manager) get an email notification.
    C) Specific User: In this option, you have to define a specific person for email notification.

The purchase manager has given group rights for "Approval On Hold Purchase Orders" and can confirm purchase orders that are in the "On Hold" stage.


Option-1

Inside configurations set email settings for whenever any purchase order set to "On Hold" state, who should be notified. Here we choose "Specific User".


To supplier if "Set Supplier Credit Limit" to true then will ask for "Supplier Credit Limit" enter amount up to the max you want to allow the supplier to create order on limit exceeds. You can set "Set Supplier On Hold" to true if required, so whenever that supplier is selected it will be notified.


Now create a new request for quotation and click on the "Confirm Order".


When clicking on "Confirm Order" then a new pop-up window opens, which shows all details of the supplier. The purchase manager can change it on hold state from here by clicking the "On Hold" button.

In the wizard, there is a "Confirm" button is visible which has the group rights "Approval On Hold Purchase Orders".


Purchase order set to "On Hold", as per settings email alert will be sent.


Email alert looks like this.


Which has group rights "Approval On Hold Purchase Orders", the "Confirm" button is visible to only them.


When clicking on "Confirm Order" then a new pop-up window opens, which shows all details of the supplier. The purchase manager can set that supplier to the "On Hold", so whenever that supplier is selected it will be notified.


If the supplier set as "On Hold" then when creates a new RFQ/PO and selects that supplier will be notified for it.


"Purchase Order On Hold" menu and tree view.


You can filter suppliers that are "On Hold" state.


Option-2

Inside configuration, if the "To All Approval" option is selected then all persons (user/manager) will be notified on any purchase order set on-hold state.


Email alert sent to the allowed approval as per settings selections.


Email alert looks like this, that email alert sent as per settings selections.


Email alert looks like this, that email alert sent as per settings selections.


Option-3

Inside configuration, if the "No Alerts" option is selected no one will be notified on any purchase order set on-hold state.

Version 12.0.1 | Released on : 26 February 2021

  • Initial Release.
  • Yes, This app is compatible with Odoo's Multi-Company Feature.
  • Yes, we provide free upgrades as well as free support for 90 days.

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