Point Of Sale Credit Approval Limit | Point Of Sale Customer Credit Limit Approval | Customer credit management | Point Of Sale Order Credit Limit Approval Management

by
Odoo

40.22

v 15.0 Third Party 5
Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Lines of code 791
Technical Name sh_pos_credit_approval_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0 v 14.0
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Required Apps Point of Sale (point_of_sale)
Inventory (stock)
Invoicing (account)
Lines of code 791
Technical Name sh_pos_credit_approval_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Also available in version v 12.0 v 13.0 v 14.0
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Community Enterprise Odoo.sh

Point Of Sale Credit Limit

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This module helps to set a credit limit for the customer in POS. A credit limit is the maximum amount of credit offered to a customer. If the credit limit is less than that, the order will be on hold if a customer does not pay. You can set particular order on hold as well as set a particular customer on hold. That order is only confirmed by the user which has access rights of "Approval On Hold Point Of Sale Orders".

Hot Features

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POS Customer Credit Limit
Different Limit For Different Customer
Warning On Reaching Limit
Set Customer On Hold
Set Order On Hold

Features

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  • You can set a credit limit for the customer in the point of sale.
  • Easy to set each customer's credit limit.
  • It shows an alert when the credit limit crosses.
  • You can set "On Hold" for customers as well as orders.
  • We provide the below configurations,

    A) Enable Customer Credit Limit: If this group is set to true then you can set a credit limit for the customer.

    B) Set Credit Limit: If "Set Credit Limit" to true then will ask for "Customer Credit Limit" enter amount up to the max you want to allow the customer to create an order on limit exceeds.

    C) Set Customer On Hold: If this group is set to true then whenever that customer is selected for order alert comes.

    D) Approval On Hold Point Of Sale Order: The manager has group rights and they can confirm POS orders that are in the "On Hold" stage.

"Enable Customer Credit Limit" sets to true to set a credit limit for the customer.


If "Set Credit Limit" to true then will ask for "Customer Credit Limit" enter amount up to the max you want to allow the customer to create an order on limit exceeds. If "Customer On Hold" sets to true then whenever that customer is selected for order alert comes.


You can set a credit limit from the backend also.


If "Customer On Hold" is set to true then whenever that customer is selected for order alert comes.


Press "On Hold Orders" to see all hold orders.


So it opens all orders that are in the hold stage.


Enable "Approval On Hold Point Of Sale Order" in the user, so that user can confirm POS orders that are in the "On Hold" stage.


Now we make an order of the customer which credit limit exceeds.


So this wizard opens, you can set on hold customer or order from here as well you can confirm order from the wizard.


After confirming the order, validate it.


You can print that order receipt.


Which user has "Approval On Hold Point Of Sale Order" access rights that user can confirm POS orders which are in the "On Hold" stage from the order detail screen.


Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.
  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
  • No, This app is not compatible with Odoo's Multi-Company/Multi-Website Feature.
  • Yes, we provide free support for 100 days.
  • Yes, you will get free update for lifetime.
  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

Multi-Languages

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We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@softhealer.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@softhealer.com.

english germany arab spanish Chinese French

Most Demanded Apps

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