| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Inventory (stock)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 158 |
| Technical Name |
odoo_credit_management_app |
| License | OPL-1 |
| Versions | 13.0 11.0 12.0 16.0 17.0 15.0 14.0 |
Odoo Customer Credit Limit Management App
Odoo customer credit limit management app contains customer to credit limit,we fix credit limit if a customer does not confirm order to his credit limit. this app also provides credit hold features which helps to confirm customer payment before confirming order,delivery processing,and our apps show used credit limits on orders and customer view.
Allow Credit Access to User
Allow user access for credit management.
Raised Warning based on Various Condition
Raised exceeding credit limit, hold customer warning in sale & picking.
Credit Limit, Used Credit, Override Credit
Show credit limit, used credit, override credit, hold condition define in sale
Override Customer Credit Limit
Order amount exceeding based on defined override amount
Show Used Credit Limit
Show used customer credit limit in sale.
Calculated Used Credit Limit
Calculated used credit limit after paid invoice.
Description
Set User Right For User
Users are allowed to changes or see credit limit field.
Configure Credit Limit, Override Credit, and Hold Condition
User has right for credit limit then this field is show in customer.
Sale Order Confirm Validation
When user credit limit is 1000 and suppose we give more than 1000 order then give following error
Sale Check Override Credit Limit Validation
We can override sale order confirm by checking the boolean button "override credit limit" true then we confirm order then not give validation.
User see it in sale order list view over credit for when we override sale order then over credit is true.
Total Credit Used
The total credit calculated automatic,when we confirm order,cancel order,and payment post button and reset to draft button
Credit Hold
If credit hold is true then give following error.
Delivery Hold
If delivery hold till payment is true then give following error in sale order confirm,delivery order mark as todo,validate,check availability
Has Overdue Invoices and Override Credit Threshold
-->It is mark true automatically when invoice have not been paid by the due date. following image show overdue invoice.
-->This amount is less then credit limit,this field give customer more benefit to confirm order, following image customer credit limit is 2000 used credit is 1638 and credit threshold is 500 then user try 700 rs order and confirm it then not give error because credit threshold give extra benefit to customer.
Our Services
Get In Touch
You will get 60 Days free support in case any bugs or issue.
For any query or support contact us without hesitation on
edgetechnologies.odoo@gmail.comOdoo 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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