v 13.0 Third Party 101
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Required Apps Invoicing (account)
Sales (sale_management)
Technical Name dev_customer_credit_limit
LicenseSee License tab
Websitehttp://www.devintellecs.com
Also available in version v 11.0 v 9.0 v 10.0 v 8.0 v 12.0
You bought this module and need support? Click here!
Required Apps Invoicing (account)
Sales (sale_management)
Technical Name dev_customer_credit_limit
LicenseSee License tab
Websitehttp://www.devintellecs.com
Also available in version v 11.0 v 9.0 v 10.0 v 8.0 v 12.0

Customer Credit Limit


DevIntelle Consulting Service Pvt Ltd

Overview

In Business, A customer credit limit defines the basic amount of credit that you are allow to a customer without the completing the approval process. by Carefully analysis it will minimize the risk and maximize the revenue into the business and on other side will helpful to salesman to to grow sales process and certain limits for credit approvals. In odoo , we come with proper solution to set credit limit on customer screen and raise some alert for sales man when outstanding invoice will more the credit limit and send mail notification to sale manager or who having authority to process credit sale orders in odoo.

Feature

Odoo admin cans set customer limit to any customer from odoo customer screen
Alert Sales Person when customer credit limit will be exceeded
Exceeded credit limit window will show the sum of total outstanding Invoices from previous orders and total bill amount of the current sale quotation being placed for the customer
Quick allow to set customer on credit limit on hold
Sales Manager/ Credit manager will notify by mail when customer sale order goes into credit limit
Separate Menu to see all credit sale orders
Alert when selecting customer already on credit limit on hold

How To Work

Customer Credit Limit

Admin can set the customer Check Credit True in the Customer form. Then after he can set the credit limit of the customer other wise system can not set the credit limit.

Exceeded Customer Credit Limit

When the Credit Limit is Exceeded then this window is open by clicking the confirm sale Button. You can See full information for Which sale order , Invoice are not Done or Paid. When You click the confirm Button then the sale Order is move on credit limit state If you set the Customer credit limit hold for second sale order then set True to Credit Limit on Hold.

Notify the Sales Manager

When You click the confirm button of the Credit limit Window then sales manager get the email for confirm the sale order.

Sales Manager Confirm Sale Quotation
View Sales Order in Credit Limit

Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

Get in Touch




  devintelle@gmail.com
  (+91) 87805 43446
  devintelle




Odoo Support Services

For any other assistance related to the new Odoo feature, customization or Odoo Development.Our Odoo experts will help you to build your business




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error encountered when confirm sales order
by
Ahmed Sadek
on 8/24/20, 7:42 AM Confirmed Purchase

Error:

Odoo Server Error


Traceback (most recent call last):

  File "/odoo/odoo/odoo/http.py", line 624, in _handle_exception

    return super(JsonRequest, self)._handle_exception(exception)

  File "/odoo/odoo/odoo/http.py", line 310, in _handle_exception

    raise pycompat.reraise(type(exception), exception, sys.exc_info()[2])

  File "/odoo/odoo/odoo/tools/pycompat.py", line 14, in reraise

    raise value

  File "/odoo/odoo/odoo/http.py", line 669, in dispatch

    result = self._call_function(**self.params)

  File "/odoo/odoo/odoo/http.py", line 350, in _call_function

    return checked_call(self.db, *args, **kwargs)

  File "/odoo/odoo/odoo/service/model.py", line 94, in wrapper

    return f(dbname, *args, **kwargs)

  File "/odoo/odoo/odoo/http.py", line 339, in checked_call

    result = self.endpoint(*a, **kw)

  File "/odoo/odoo/odoo/http.py", line 915, in __call__

    return self.method(*args, **kw)

  File "/odoo/odoo/odoo/http.py", line 515, in response_wrap

    response = f(*args, **kw)

  File "/odoo/odoo/addons/web/controllers/main.py", line 1326, in call_button

    action = self._call_kw(model, method, args, kwargs)

  File "/odoo/odoo/addons/web/controllers/main.py", line 1314, in _call_kw

    return call_kw(request.env[model], method, args, kwargs)

  File "/odoo/odoo/odoo/api.py", line 387, in call_kw

    result = _call_kw_multi(method, model, args, kwargs)

  File "/odoo/odoo/odoo/api.py", line 374, in _call_kw_multi

    result = method(recs, *args, **kwargs)

  File "/odoo/custom/dev_customer_credit_limit/wizard/customer_limit_wizard.py", line 22, in set_credit_limit_state

    order_id.send_mail_approve_credit_limit()

  File "/odoo/custom/dev_customer_credit_limit/models/sale.py", line 184, in send_mail_approve_credit_limit

    mail_id =self.env['mail.mail'].create(mail_values)

  File "<decorator-gen-109>", line 2, in create

  File "/odoo/odoo/odoo/api.py", line 314, in _model_create_single

    return create(self, arg)

  File "/odoo/odoo/addons/mail/models/mail_mail.py", line 67, in create

    new_mail = super(MailMail, self).create(values)

  File "<decorator-gen-3>", line 2, in create

  File "/odoo/odoo/odoo/api.py", line 335, in _model_create_multi

    return create(self, [arg])

  File "/odoo/odoo/odoo/models.py", line 3703, in create

    raise ValueError("Invalid field %r on model %r" % (key, self._name))

ValueError: Invalid field 'type' on model 'mail.mail'

Re: error encountered when confirm sales order
by
Devintelle Consulting Services Private Limited
on 8/24/20, 8:14 AM Author

Hello Sir, please send us your issue on our email - devintelle@gmail.com so we can help you more, also let us know which odoo version are you getting this , please write us on mail for support so we can help you 


can't download this app
by
Ahmed Sadek
on 8/20/20, 7:16 AM Confirmed Purchase

i have purchased this app , but the web site still not accept me to download the app

Re: can't download this app
by
Devintelle Consulting Services Private Limited
on 8/20/20, 8:16 AM Author

When you buy the app , odoo will send you the mail with confirmation of order & download link via mail so from there you can download or you can log in with your account and check your order page. there should be download link provide by odoo. if you still not get the download link you can send mail to apps@odoo.com to get your purchase module download link. or let us know on devintelle@gmail.com for any more support if you need.