19.18

v 15.0 Third Party 3
Required Apps Invoicing (account)
Inventory (stock)
Lines of code 344
Technical Name o2b_customer_credit_limit
LicenseOPL-1
Websitehttps://www.o2btechnologies.com
Also available in version v 13.0 v 14.0 v 11.0 v 10.0 v 9.0
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Required Apps Invoicing (account)
Inventory (stock)
Lines of code 344
Technical Name o2b_customer_credit_limit
LicenseOPL-1
Websitehttps://www.o2btechnologies.com
Also available in version v 13.0 v 14.0 v 11.0 v 10.0 v 9.0

Odoo Customer Credit Limit

This module allows businesses to apply the credit limits on the customers so that they can limit and track customers' outstanding dues. Once you set the credit limit on a customer, they cannot have an outstanding amount greater than the credit limit. If they exceed the credit limit, only the admin or manager can approve the orders. Also, this module will let you see the pending invoices and unpaid sales order amount while placing an order. This module will allow the business to control the number of outstanding dues of customers. Also, this module will allow you to place the Customer Credit On Hold, which means the customer should be restricted from placing any new orders.

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Highlights

O2B Customer Credit Limit: User Guide

Provide the Credit Limit Set Up Access to the Admin or Manager

Go to the Settings >> Users >> Credit Limit Setup and then checkmark the box. This user will be able to set up the credit limit on the customers and approve the order if the limit exceeds.

Set A Credit Limit and Add an Amount for each Customer

Users (Admin/Manager) with the credit limit set up access can set up the credit limit and add the amount to each customer.
Go to the Customers >> Sales Purchase Tab, here you will see the check box for Check Credit


Also, you can put a customer's credit limit on hold by checking the Credit Limit On Hold checkbox.

Display A Warning Pop Up Screen When Customer Credit Limit Exceeds

When the credit limit amount of the customer exceeds you will see a warning popup while confirming the order.
Here you can see the exceeded amount, pending invoices amount, unpaid sale order amount, etc.

Admin/Manager's Approval Is Required When Credit Limit Exceeds

When a user clicks on the confirm button on the PopUp warning message the quotation will go to the Credit Limit Stage and an approval request email will be sent to the Manager.


The email will have the link for the order that needs to be approved and confirmed

Manager Have The Rights To Approve and Go Further to Confirm the Order.

They can click on the Confirm Sale and the sales order will be placed.



The Credit Limit Exceed Mails and Approval Mails Log into chatter Area.

Emails and other changes will be logged into the Chatter so that you can track the activities.

Draft the Approval Request Email Template and Add The Recipients.

First, you need to activate the technical mode and then go to Settings >> Technical >> Email >> Email Templates .


Here you can create or choose an email template, for example, Send Mail When Credit Limit Exceeds


In the template, you can draft the email content and it will be used whenever the user will confirm the quotation and it moves to the Credit Limit stage





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by
Muhammad Ibrahim
on 7/15/22, 8:03 AM Confirmed Purchase

 What happens if contacts already have unpaid invoices in odoo before your module is installed? Will it consider the past invoices and recalculate credit balance for all contacts automatically (or via some "recalculate all credit used" button or some other similar mechanism)?