Customer Credit Limit on Sales

by
Odoo

$ 108.06

v 13.0 Third Party 19
Live Preview
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 216
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 11.0 12.0 17.0 16.0 18.0 14.0 15.0 13.0 10.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Discuss (mail)
Lines of code 216
Technical Name odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 11.0 12.0 17.0 16.0 18.0 14.0 15.0 13.0 10.0

Customer Credit Limit on Sales Process

Sales Order with Credit Limit Feature - Odoo Module

This app allow you to manage credit limit of your customer and restrict confirmation of sales order if customer reached credit limits. So allow your Sales Manager to configure different credit limit rules/policies your company Management has decided. Credit limit can be set on customer form based on rules selected on customer.



Main Features :
  • Allow Sales Manager to create Credit Limit Rules.
  • Allow Sales team to set Credit Limit Rule on Customer Form once your select Credit Limit Rules.
  • Credit limit will be compared using Customer receivable amount or Customer receivable amount till number of days you have set on rule. (See Credit Limit Formula).
  • You are allowed to have product and categories set on credit limit rule so when that product and category comes on sales order then only credit limit will apply and If you do not set Product and Product Category on credit limit rule then system will apply credit limit formula on all Sales Order Lines..
  • For more details see below screenshots.

Available Option On Credit Limit Rules :

  • Receivable Amount of Customer will Calculate Customer's Receivable amount and it does not consider due dates.
  • Due Amount Till Days will Calculate Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days.

Menus Available:

  • Sales
    • Configuration
      • Credit Limit Rules

Credit Limit Rules Configuration

Credit Limit Rule

Create Credit Limit Rule.

Select Credit Limit Formula for the Credit Limit Rule.

- Receivable Amount of Customer will Calculate Customer's Receivable amount and it does not consider due dates.
- Due Amount Till Days will Calculate Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example if Quote Date is = 13 Oct 2017 and Days = 10 then system will consider due amount from all unpaid invoices till 23 Oct 2017.

List view of Credit Limit Rules.

Customer Form - Credit Limit Setup

Select Credit Limit Rule

System will automatic set Credit Limit From the Credit Limit Rule.

Create Quotation

Create Quotation under Credit Limit Rules

Contact / Support
 Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

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Odoo Proprietary License v1.0

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Unpaid invoices
by
Yeison X.
on 5/1/21, 11:17 AM

Hi, 

Can the app block the customer if he has unpaid invoices even though he still has credit limit (Amount $)?

Thanks

Re: Unpaid invoices
by
Mustufa
on 5/2/21, 10:40 PM Author

Hi,

Please check this video to get details about app https://youtu.be/X4pSQR_YwXc

If you have any further questions, you can email us to contact@probuse.com

Regards,

Probuse Team