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

Supplier Credit Limit

by Softhealer Technologies https://www.softhealer.com
Odoo

$ 29.28

v 15.0 Third Party 22
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 • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Lines of code 356
Technical Name sh_supplier_credit_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Purchase (purchase)
• Invoicing (account)
• Discuss (mail)
Lines of code 356
Technical Name sh_supplier_credit_limit
LicenseOPL-1
Websitehttps://www.softhealer.com
Versions 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
  • Description
  • License
logo
Community Enterprise Odoo.sh

Supplier Credit Limit

heading

This module helps to set a credit limit for every supplier. A credit limit is the maximum amount of credit offered to a supplier. If the credit limit is less then that order will on hold if a supplier does not pay. You can also notify by email when a supplier crosses their credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the supplier by email.

video_btnHow it works? click here to watch video

Features

heading
  • You can set a credit limit for the supplier.
  • Easy to set each supplier credit limit.
  • There is an option to send a notification via email when the credit limit is cross.

    A) No Alerts: When you tick this option then no notification will send.
    B) To All Approval: When you tick this option then all persons (user/manager) get an email notification.
    C) Specific User: In this option, you have to define a specific person for email notification.
  • Setup
  • Releases
  • FAQs
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The purchase manager has given group rights for "Approval On Hold Purchase Orders" and can confirm purchase orders that are in the "On Hold" stage.


Option-1

heading

Inside configurations set email settings for whenever any purchase order set to "On Hold" state, who should be notified. Here we choose "Specific User".


To supplier if "Set Supplier Credit Limit" to true then will ask for "Supplier Credit Limit" enter amount up to the max you want to allow the supplier to create order on limit exceeds. You can set "Set Supplier On Hold" to true if required, so whenever that supplier is selected it will be notified.


Now create a new request for quotation and click on the "Confirm Order".


When clicking on "Confirm Order" then a new pop-up window opens, which shows all details of the supplier. The purchase manager can change it on hold state from here by clicking the "On Hold" button.

In the wizard, there is a "Confirm" button is visible which has the group rights "Approval On Hold Purchase Orders".


Purchase order set to "On Hold", as per settings email alert will be sent.


Email alert looks like this.


Which has group rights "Approval On Hold Purchase Orders", the "Confirm" button is visible to only them.


When clicking on "Confirm Order" then a new pop-up window opens, which shows all details of the supplier. The purchase manager can set that supplier to the "On Hold", so whenever that supplier is selected it will be notified.


If the supplier set as "On Hold" then when creates a new RFQ/PO and selects that supplier will be notified for it.


"Purchase Order On Hold" menu and tree view.


You can filter suppliers that are "On Hold" state.


Option-2

heading

Inside configuration, if the "To All Approval" option is selected then all persons (user/manager) will be notified on any purchase order set on-hold state.


Email alert sent to the allowed approval as per settings selections.


Email alert looks like this, that email alert sent as per settings selections.


Email alert looks like this, that email alert sent as per settings selections.


Option-3

heading

Inside configuration, if the "No Alerts" option is selected no one will be notified on any purchase order set on-hold state.

Version 15.0.1 | Released on : 10 October 2021

Initial Initial Release.

Is this app compatible with Odoo Community as well as Enterprise?

  • Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.

Is this app compatible with Odoo's Multi-Company/Multi-Website Feature?

  • Yes, This app is compatible with Odoo's Multi-Company Feature.

I want some customization in this app. How can I request it?

  • Please Contact Us at sales@softhealer.comto request customization.

Do i get free support?

  • Yes, we provide free support for 100 days.

Do i get free updates?

  • Yes, you will get free update for lifetime.

Do we need to install any additional libraries for using this module?

  • No, you don't need to install addition libraries.

Do I have to buy my module for each version?

  • Yes, You have to download module for each version (13,14,15) except in version 12 or lower.

What If I purchase Module In Wrong Version Can I exchange Module With Other Versions?

  • No, We do not provide any kind of exchange.

Please mail us for support on support@softhealer.com

Multi-Languages

heading
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
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Odoo Proprietary License v1.0

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Congratulation for all your help
by
jean
on 3/12/23, 3:12 PM

I have purchased several apps and have always received excellent service when installation problems have occurred and very quickly.
I was already buying apps from them when I was on Odoo11 and with the current version 15 I will remain loyal to their product.
Congratulations for your great professionalism.


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