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  1. APPS
  2. Sales
  3. Credit Limit v 15.0
  4. Sales Conditions FAQ

Credit Limit

by Synconics Technologies Pvt. Ltd. http://www.synconics.com
Odoo

$ 46.85

v 15.0 Third Party 38
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Dashboards (board)
• Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Lines of code 362
Technical Name payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Dashboards (board)
• Invoicing (account)
• Discuss (mail)
• CRM (crm)
• Sales (sale_management)
• Calendar (calendar)
• Contacts (contacts)
• Inventory (stock)
Lines of code 362
Technical Name payment_credit_limit
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
  • Description
  • License

Credit Limit

A credit limit is the maximum amount of credit offered to a customer. Set up a credit limit ensures that the amount of this credit is consistent with the financial capacities of each customer. Set up credit limits is one of the key tools to avoid overdue invoices and bad debts.

This application provides functionality of set credit limit for individual customers. When customer request for goods and in Odoo while confirming the quotation system will check past due amount of the customer and it will compare with his credit limit. If order amount is more than customer's credit limit system will automatically update order status as 'CC HOLD'.

The credit limit is used to limit the amount of loss that a business will sustain if a customer does not pay. The amount of a credit limit is established by the credit department. The amount of the credit limit is based on a number of factors, such as:

1) A customer's credit score.

2) The customer's payment history with the company.

3) The customer's financial results and financial position, as described in its financial statements.

4) The presence or absence of any personal guarantees or other collateral.

This Application is compatible with

  • Key Features
  • User Guide
  • FAQ

Credit limit Set

Allow to set credit limit for individual customers

Credit Limit Enforcement

System will automatically check customer credit limit and update order status as 'CC HOLD'.

  • Assign Credit Limit
  • Sale Order
  • Code Hold
  • Approve/Reject
  • Order
  • History
Assign Credit Limit on Customer

On customer record, user can assign credit limit.

Create Sale Order

Once sales person will create the quotation and proceed to confirm, system will check total amount (past due amount of customer + order amount) and compare with customer's credit limit if amount is greater then credit limit then system will put order in 'CC HOLD' other wise allow to create delivery.

Credit Code Hold

If order is goes in 'CC HOLD' stage, then it's require Sales / Account manager approval. Sales Manager and Account manager can approve or reject hold order.

Approve/Reject Hold Orders

Sales manager and Account manager can view all credit hold orders and update status approve/reject with amount.

Approved Order

Order can be proceed for delivery order once get the approval from Sales / Account manager.

Approval History

Approval history will be maintain on sales order.

Frequently Asked Questions

Does this module work, if we will upload multiple documents at once

Yes, this module works with multiple attachment uploads.

If I will replace any uploaded attachment then, does your module work?

Yes, this module works in case of any document is replaced with another scanned PDF document.

Does your module work with JPG, JPEG, Excel, and CSV kinds of documents formats?

No, our module only works with PDF kind of documents.

I still have some queries to ask you.

You can drop your queries on our email id - contact@synconics.com or communicate with us via Skype - synconics.technologies

I want to see/test functionality of this module, can you able to provide us a demo link?

Please contact us for it

Is it possible for you to add on some new features in this module as per my or my company requirements?

Our company's dedicated team of experts will map your company's requirements, and will do customization accordingly. You can contact us using our company Email id: contact@synconics.com

Till how much time do I get free support for this module from your company, once I purchase this app?

Our company will give free support for 30 days. 1 month bug free support period will be offered pertaining to any one server used, testing or live.

Suggested Products
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Terms & Conditions

  • All the apps are to be purchased separately, for individual versions and individual edition.
  • One month free bug support period will be offered pertaining to any one server used, testing or live.
  • Synconics is not responsible for installation or updating of the module on any of your server.
  • If an error appears in our app due to other custom modules installed in your system or if Odoo base source code is not updated on your system, to make it compatible with your source code, we'll charge you for our efforts to resolve those errors and make the module compatible with your source code.
  • Please refer the document for configuration. If any support is needed for module configuration, installation, updating or any help is needed, it will be considered in paid support.
  • Please note that you are not allowed to distribute or resell this module after purchase.
  • This module is tested and working on Odoo vanilla with Ubuntu OS.
  • Support services will be provided from Monday to Friday, 10:30 AM to 7 PM IST (Indian Standard Time).
  • Support will not be provided during Indian public holidays or company holidays.
Questions? Get in touch!
Call us at
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+91 94268 64274
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E-mail us with comments, questions or feedback.
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
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modules under the license of your choice, provided that this license is
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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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