Customer Credit Limit with Due Amount Warning

by
Odoo

21.05

v 15.0 Third Party 81
Live Preview
Required Apps Invoicing (account)
Lines of code 89
Technical Name sales_credit_limit
LicenseOPL-1
Websitehttps://www.cybrosys.com
Also available in version v 12.0 v 10.0 v 11.0 v 13.0 v 14.0
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Required Apps Invoicing (account)
Lines of code 89
Technical Name sales_credit_limit
LicenseOPL-1
Websitehttps://www.cybrosys.com
Also available in version v 12.0 v 10.0 v 11.0 v 13.0 v 14.0
Community
Enterprise

Customer Credit Limit With Due Amount Warning

An advanced way to handle customer credit limit via warning and blocking.

Overview

This module helps you to handle customer credit limit in an efficient way. You can set a warning stage and blocking stage to a particular customer. This module also shows the due amount of a customer while creating an order.

Features

Community & Enterprise Support

Available in Odoo 14.0 Community and Enterprise.

Customer Credit Limit With Due Amount Warning

You can see due amount warning while creating sale orders.

Handle customer credit limit with warning and blocking stages.

You are provided with blocking messages.

Warning message if the customer reaches warning amount.

Shows warning message if the customer reaches warning amount.

Blocking Limit

Stops salesman making sales if the customer's due amount reaches blocking limit.

Enable/Disable credit limit

Provision to enable/disable credit limit feature to each customer.

Author, Publisher & Awards Configuration

Setup author, publisher and awards details.

Screenshots

Enable "Active Credit Limit" button.

Go to Partner Form --> Invoicing tab.Enable "Active Credit Limit" button and enter Warning Amount and Blocking Amount.If you do not want to use any one of these fields, leave that field with the amount of 0.00.

Due Amount

If the selected employee has any due amount to pay, it will show the due amount of that customer at the top of the sale order form.

Blocking Stage

Once the selected customer crosses the blocking amount limit, salesman cannot make sale order with that customer.

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