Customer Credit Limit With Approval
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 402 |
| Technical Name |
sale_account_manager_customer_credit_limit_approval |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 402 |
| Technical Name |
sale_account_manager_customer_credit_limit_approval |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 |
1. Configuration of Customer Credit Limit
User can able to configure Customer's Credit limit. Here User can able to configure credit limit and set the Warning Amount and Blocking Amount of the Azure Interior.
2. Credit Limit Approve/Reject by Sales Manager
If Customer excced credit limit so sale order related to that customer move to the Sales Manager approval stage.
3. Sale Manager Mail
Send Mail to Sale Manager received mail related to the sales order which is needed approval from sales manager side.
4. Credit Limit Approve/Reject by Account Manager
If Sales manager approved sale order after that Account Manager can Approve or Reject of Customer's Sale Order.
5. Account Manager Mail
Account Manager received mail related to the sales order which is needed approval from Account Manager side.
6. Odoo Customer Credit limit Rejected Mail
When sale manager or account manager rejected credit limit of customer then Send mail to customer for notify your Quotation/sale order has been Rejected By sale/account manager.
7. Manager Approval
After Credit limit approval manager can Confirm the SO.
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