Credit Limit Rules For Customer Odoo appby BrowseInfo https://www.browseinfo.in
• Sales (sale_management)
• Invoicing (account)
|Lines of code||188|
|License||See License tab|
|Also available in version||v 13.0 v 12.0 v 11.0|
Odoo Customer Credit Limit with Sales Rules Odoo Apps
This odoo apps module enhance sales and accounting features, first it setup customer setup limit in Odoo, second you can make new credit rules for sales team for customer based on customer previous record you can writing down policy for credit management to that account in Odoo. Through this module, the user/sales person/sales team can define rules for checking the credit limit of the customer which also not over due payment or credit but also product and categories set on credit limit rules as advance and based on that sale order will get confirmed, if Credit Limit rules reached it limits on customer form in Odoo sale and accounting app.
Allow user to set Credit Limit Rule on Customer.Allow to set credit rule for any customer.
Allow to Set Credit Limit on Product Category.User can apply credit limit for selected product category in credit limit rule.
Allow to Set Credit Limit for Specific Products.User can apply credit limit for selected products in credit limit rule.
Allow to Set Credit Limit on Receivable Amount of Customer or Due Dates.Select credit limit rule to show warning on customer receivable amount or the due date till days for that customer.
Configuration for Credit Limit Rule
You can find menu for credit limit rule in configuration of sale.
Credit Limit Form
Create credit limit rule using product, product category, or credit limit formula.
List of created credit limit rules
Customer credit limit setup in customer form
On selection of credit limit rule in customer system will automatically update credit limit in the form.
Create quotation with the customer having credit limit rule selected.
Warning will appear when the sale subtotal is more than credit limit defined.
Confirmed Sale order
Confirmed sale order having sale subtotal smaller than customer credit limit.
Warnining showing Receivable is more than credit limit of that customer
Warning will be raised when receivable amount of the customer is more than the credit limit of that customer.
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 firstname.lastname@example.org 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.
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