Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) • Inventory (stock) |
Lines of code | 427 |
Technical Name |
payment_credit_limit |
License | OPL-1 |
Website | http://www.synconics.com |
Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) • CRM (crm) • Calendar (calendar) • Contacts (contacts) • Inventory (stock) |
Lines of code | 427 |
Technical Name |
payment_credit_limit |
License | OPL-1 |
Website | http://www.synconics.com |
Versions | 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Our application offers a powerful feature allowing you to define customer credit limits for individual customers. When a customer initiates an order, Odoo seamlessly evaluates their past due balance against the set credit limit. If the order exceeds the customer's limit, the system intelligently flags it as 'CC HOLD' upon quotation confirmation. This functionality acts as a cornerstone in proactively managing overdue invoices and minimizing the potential for bad debt.
Community
- Enterprise
(On-premises) Odoo.sh
Online


Set Credit Limit

Auto Credit Limit Check

Customer Credit HOLD

Financial Protection
Set Credit Limit | Set credit limit for individual customers |
---|---|
Auto Credit Check | System will automatically check customer credit limit and flags it as 'CC HOLD', if the amount exceeds the credit limit. |
Credit limit can be assigned based on customer records.

On creating a quotation and proceeding to confirmation, the system will check the quotation amount and sumup with the previous due amount. The sum-up total amount will be compared with customer's credit limit. If the sum-up amount is greater than the alloted credit limit, then it will be flaged as "CC HOLD" and it will not allow to create delivery.

If order is in "CC HOLD" stage, then the Sales/Account manager can approve or reject it. On approval the orders will proceed for next stage.

Sales manager and Account manager can view all "CC Hold" orders and update the approve/reject status with amount.

On manager's approval the order can proceed for delivery order

Approval history will be maintain on sales order

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.
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.
Configuration
Odoo Hosting
Customisation
Functional Training
Technical Training
Support & Maintenance
Dedicated Developer
Implementation
Odoo Migration
API Integration




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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 any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: 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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