| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 257 |
| Technical Name |
itech_customer_credit_limit |
| License | LGPL-3 |
| Website | https://itechresources.pk |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 257 |
| Technical Name |
itech_customer_credit_limit |
| License | LGPL-3 |
| Website | https://itechresources.pk |
Customer Credit Limit
Description:This Application helps in setting any customer credit limit and blocking limit beyond which the credit is blocked to reduce credit risk. Once a credit limit is assigned for any particular customer, this application will consider total receivable and total payable against that customer to check credit limit. Then if that customer's Sale Order exceeds the credit limit, a pop-up appears that shows a warning that customer has crossed the credit limit along with exceeding amount and other details. Using this application Customer can also be put on hold, if the customer crosses its credit limit with a lot margin. Once the Customer is put on hold, customer will be unable to place any sale order.
Set Credit Limit
Customer Credit limit, blocking limit and put the customer on hold settings can be accessed from
Accounting tab on Partner form.
Enable or Disable customer credit limit.
While creating any sale order, customer credit limit is visible, also total amount that is receivable till
now. Sale order can be placed of that customer even if total receivable is more than credit limit.
You can also view notification about customer's due amount.
Credit Limit Wizard
At the time of sale order creation, if the customer's credit limit exceeds then on confirming the sale order; a warning pop-up appears which shows that credit limit has been exceeded along with exceeding amount and other details. On clicking the confirm button on the wizard, the sale order can still be confirmed.
Customer Blocking Limit
If the customer blocking limit is crossed then at the time of creating a new sale order for that customer, a warning will be shown on the sale order conveying the message that the customer blocking limit has been crossed.
If the customer exceeds the blocking amount then a warning pop-up on confirming the sale order which warns that the blocking limit has been exceeded. So the customer will be unable to place any sale order.
If any customer exceeds its credit limit by a lot margin or it happens often times, you can put that customer on hold by selecting this option. Once the customer is put on hold then sale order for that customer will not be placed.
If any customer is put on hold then if a sale order is made for that customer then on selecting the customer on sale order, a pop-up will be displayed to contact administration department. And so that sale order will not be placed.
Free Support
Incase of any question regarding this module feel free to email us on info@itechresources.pk or raise a ticket on support.
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