Customer Credit Limit

by
Odoo

21.08

v 15.0 Third Party 25
Live Preview
Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 248
Technical Name sr_customer_credit_limit
LicenseOPL-1
Websitehttps://sitaramsolutions.in
Also available in version v 16.0 v 14.0 v 12.0 v 13.0 v 10.0 v 11.0
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Required Apps Sales (sale_management)
Invoicing (account)
Lines of code 248
Technical Name sr_customer_credit_limit
LicenseOPL-1
Websitehttps://sitaramsolutions.in
Also available in version v 16.0 v 14.0 v 12.0 v 13.0 v 10.0 v 11.0

Customer Credit Limit Assign/Hold/Blocking

With this plug in, you can set customer credit limit and blocking limit to reduce credit risk. To avail this feature you need to enable credit limit access for any perticular user. Only that user can able to assign credit limit and blocking limit. once you assign credit limit to any of your customer it will consider total receivable and total payable against that customer to check credit limit. If any customer cross credit limit or blocking limit then system will raise warning Also you can put hold to that customer for a while.

Module Features
  • Access right for credit limit
  • Set credit limit and blocking limit in customer
  • Put on hold customer if exceed credit limit or blocking limit
  • Auto generate email to the administrator if any customer cross their credit limit
  • Notifications and warning for cross credit limit, hold customer and due amount
  • 50 days free support

Assign Credit Limit

First of all, you need to give access to the user for assigning/blocking credit limit.

Now, Go the the customer and activate credit limit feature and assign the credit limit and blocking limit.

While creating sales order for any customer, you can see the credit limit for that customer and also total receivable from that customer.

If any of the customer exceeded credit limit, you can see the wizard with credit limit, receivable and exceeded amount details when you confirm the order.

You can confirm the sales order even any customer exceeded credit limit but one email will will be sent to the admin.

Warning/Validations/Notification

If any customer crossed their credit limit then following warning can be appeared while selecting customer

If any customer exceeded their blocking credit limit then following warning can be raised when save the record.

If you have put on hold to any customer then following warning will be raised.

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