Skip to Content
Menu
v 16.0 Third Party 35
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
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
You bought this module and need support? Click here!
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
LicenseOPL-1
Websitehttp://www.synconics.com
Versions 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0
Customer Credit Limit

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.

  • rightCommunity
  • right
    Enterprise
    (On-premises)
  • rightOdoo.sh
  • wromgOnline
Customer Credit Limit
authorize
Highlights of Customer Credit Limit
set credit limit

Set Credit Limit

auto credit limit check

Auto Credit Limit Check

customer credit hold

Customer Credit HOLD

financial protection

Financial Protection

Key Features
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.
Module Information & User Guide
Assign Credit Limit on Customer

Credit limit can be assigned based on customer records.

payment_credit_limit1
Create Sale Order

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.

payment_credit_limit2
Credit Hold or "CC Hold"

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.

payment_credit_limit3
Approve & Reject Hold Orders

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

payment_credit_limit4
Approved Order

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

payment_credit_limit5
Approval History

Approval history will be maintain on sales order

payment_credit_limit6

You can drop your queries on our email id - contact@synconics.com or communicate with us via Skype - synconics.technologies

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

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.

  • Round All the apps are to be purchased separately, for individual versions and individual edition.
  • Round One month free bug support period will be offered pertaining to any one server used, testing or live.
  • Round Synconics is not responsible for installation or updating of the module on any of your server.
  • Round 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.
  • Round 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.
  • Round Please note that you are not allowed to distribute or resell this module after purchase.
  • Round This module is tested and working on Odoo vanilla with Ubuntu OS.
  • Round Support services will be provided from Monday to Friday, 10:30 AM to 7 PM IST (Indian Standard Time).
  • Round Support will not be provided during Indian public holidays or company holidays.
Odoo Expert Services
  • RoundConfiguration
  • Round Odoo Hosting
  • RoundCustomisation
  • RoundFunctional Training
  • RoundTechnical Training
  • RoundSupport & Maintenance
  • RoundDedicated Developer
  • RoundImplementation
  • RoundOdoo Migration
  • Round API Integration
300+
Odoo Implementation
250+
Custom Odoo Apps
13+
Years of Experience
50+
Industry Expertise
Get In Touch
Odoo Certificate
Whatsapp
+91 9426864274
Website
www.synconics.com
QR Code
Scan QR to
connect on whatsapp.
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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.