| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 253 |
| Technical Name |
appscomp_sale_customer_credit_limit |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Invoicing (account) • Discuss (mail) |
| Lines of code | 253 |
| Technical Name |
appscomp_sale_customer_credit_limit |
| License | LGPL-3 |
| Website | http://www.appscomp.com |
Sale Customer Credit Limit
The Sale Customer Credit Limit module helps businesses manage customer credit limits efficiently in the sales process. It integrates directly with the sales workflow to ensure that customers do not exceed their predefined credit limits, helping to reduce financial risk. This module is essential for companies offering goods or services on credit, ensuring smooth operations by automatically restricting sales once a customer reaches their credit limit.
Sale Customer Credit Limit
Most Advanced Sales Software
Sale Customer Credit Limit Key Features
Customer Credit Limit
Real-Time Credit Monitoring
Approval Process
Credit Limit Display in Sales Orders
Sale Customer Credit Limit Screenshots
Configuration
Configuration for Administrators
Only administrators have access to the "SALE CREDIT LIMIT" option. They can view the Credit Limit Menu and grant users permission to enable the Credit Approver button.
Administrator Access to Credit Limit Menu
Only administrators have access to the "SALE CREDIT LIMIT" option. They can view the Credit Limit Menu and grant users’ permission to enable the Credit Approver button.
Assigning Credit Limit Approval to a User
Process for selecting users who are granted approval rights for credit limit exceedances.
Viewing Customer Credit Limit
Display of a zero credit limit when no credit limit is set for a customer.
Setting Credit Limit for a Customer
Instructions to set a customer's credit limit through the "Customer Limit" menu under Contacts.
Credit Limit Display on Sales Screen
Illustration showing how the customer’s credit limit is visible in the Sales module.
Exceeding Credit Limit & Approval Button
Negative balance indication and activation of the Credit Limit Approval button for authorized users when the customer exceeds the limit.
Validation Error on Exceeding Credit Limit
The validation error that occurs when a sales user tries to confirm an order exceeding the customer’s credit limit.
Approval Confirmation by Credit Approver
The process of granting credit approval, with a pop-up asking for confirmation.
Generating Invoice after Credit Approval
The "Create Invoice" button becomes visible after approval, allowing the sales order to proceed to invoicing.
Services
Odoo Customization
Odoo Implementation
Odoo Support
Odoo Integration
Odoo Migration
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