Credit Limit Management Processes | Credit Days for Customer
by BROWSEINFO https://www.browseinfo.com/demo-request?app=bi_customer_credit_limit_days&version=18&edition=Community$ 72.19
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 957 |
| Technical Name |
bi_customer_credit_limit_days |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Invoicing (account) • Purchase (purchase) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 957 |
| Technical Name |
bi_customer_credit_limit_days |
| License | OPL-1 |
| Website | https://www.browseinfo.com |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Advance Customer Credit Limit Odoo Apps
Credit Limit for Customer Invoice Odoo Apps
Customer Invoice Approval Odoo Apps
Specific Customer Credits Limits and Credit Days Odoo Apps
Credit Limit and Credit Days for Customer Odoo App helps you with credit management by enabling users to set credit limits and credit days for customers. This odoo app allows users to request credit approvals based on customer credits and their due amounts. Users can initiate approval requests, and managers have the authority to approve or reject them. Additionally, the system generates email notifications to keep users informed about the status of invoice approvals and rejections.
Features
Invoice Approval Access Rights
You can give an access right to user or manager for invoice approval.
Only Manager Can Set Customer Credits
Only manager can set or update customer credit limit and credit days.
Approve or Reject Invoices by Manager
You can see only manager can approve or reject an invoices which are waiting for approvals.
Email Notification for Invoice Approval and Rejection
You can see email notification are sent when invoice approved and rejected.Invoice Approval Category Access Rights
Under user configuration, You can give an access rights for invoice approval as "User" or "Manager".
Manager can Set Specific Customer Credits
In customer form, Under "Sales & Purchase" tab Only Manager can set customer credit limit and credit days.
Create an Invoice with the Customer Whom Given Credit Limit and Credit Days
User can create an invoice with the customer whom credit limit and credit days are given and click on "CONFIRM" button.
If user try to confirm customer invoice which amount is exceeding credit limit, State change as "Waiting for Approval".
Approval Invoices Menu
Goto Invoicing -> Customers -> Approval Invoices menu, Manager can view those invoices which are in "Waiting for Approval" State.
Waiting for Approval Invoices
Only Manager can "APPROVE" or "REJECT" invoices.
When user click on "APPROVE" button, The invoice should be approved and moved to "POSTED" State.
After approval invoice by manager, User can see an invoice should be posted.
Email Notification for Invoice Approval
You can see email notification should be sent for invoice approval.
Create an Invoice with the Customer Whom Given Credit Limit and Credit Days
User can create an invoice with the customer whom credit limit and credit days are given and click on "CONFIRM" button.
If the current date is greater than the sum of credit days and the least due date by comparing all the invoices that are related to this customer, State change as "Waiting for Approval".
Waiting for Approval Invoices
Only Manager can "APPROVE" or "REJECT" invoices.
When user click on "REJECT" button, The invoice should be rejected and moved to "CANCELLED" State.
After rejected invoice by manager, User can see an invoice should be cancelled.
Email Notification for Invoice Rejection
You can see email notification should be sent for invoice rejection.
Apps May You Like
Most Demanded Apps
Free Support
You will get 90 Days free support incase any bugs or issue (Except data recovery).
At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on ticket@browseinfo.in or raise a ticket on support.
Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.
Please log in to comment on this module