$ 64.79
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 197 |
| Technical Name |
odoo_customer_credit_limit |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 11.0 12.0 13.0 14.0 15.0 18.0 16.0 17.0 10.0 |
Customer Credit Limit on Sales Order Process
Sales Order with Customer Credit Limit Odoo App
This app allows you to manage the credit limit of your customer and restrict confirmation of sales orders if customers reached credit limits. So allow your Sales Manager to configure different credit limit rules/policies your company Management has decided. The credit limit can be set on the customer form based on rules selected by customer.
Main Features :
- Allow sales manager to create and manage credit limit rules under configuration.
- Allow the sales team/user to set the credit limit rule on the customer form.
- The credit limit will be compared using the customer receivable amount or customer receivable amount till the number of days you have set on the rule. (See Credit Limit Formula).
- You are allowed to have products and categories set on the credit limit rule so when that product and category comes on sales order then only the credit limit will apply If you do not set Product and Product Category on the credit limit rule then the system will apply credit limit formula on all Sales Order Lines.
- For more details see the video and check the below screenshots.
Available Option On Credit Limit Rules :
- Receivable Amount of Customer will consider Customer's Receivable amount till date and it does not consider due dates of invoices.
- Due Amount Till Days will consider Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example, if Quote Date is = 13 Oct 2021 and Days = 10 then the system will consider the due amount from all unpaid invoices till 23 Oct 2021.
Menus Available:
- Sales
- Configuration
- Credit Limit Rules
- Configuration
Edition Compatibility:
Enterprise Odoo.sh Community
Credit Limit Rules Configuration Menu
Credit Limit Rule
Option 1 : Create Credit Limit Rule with Due Amount Till Days
Select Credit Limit Formula for the Credit Limit Rule.
- Receivable Amount of Customer will consider Customer's Receivable amount till date and it does not consider due dates of invoices.
- Due Amount Till Days will consider Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example, if Quote Date is = 13 Oct 2021 and Days = 10 then the system will consider the due amount from all unpaid invoices till 23 Oct 2021.
List view of Credit Limit Rules.
Customer Form - Credit Limit Setup
Select Credit Limit Rule
The system will automatically set the Credit Limit From the Credit Limit Rule.
Previous unpaid Invoices price/credit of Customer (Odoo Standard)
Create Quotation (Odoo Standard)
Create Sales Quotation under Credit Limit Rules
Option 2: Credit Limit Rules Configuration with Receivable Amount of Customer Setup
Customer Form (Odoo standard) - Credit Limit Setup
Select Credit Limit Rule
System will automatic set Credit Limit From the Credit Limit Rule.
Previous unpaid Invoices price/credit of Customer (Odoo standard)
Create Sales Quotation - Odoo standard
Create Sales Quotation under Credit Limit Rules
Skip Credit Limit Validation
Customer Form View [Odoo Standard] - Credit Limit Setup
Sales Quotation (Odoo Standard) with Skip Credit Limit Validation
Sales Quotation (Odoo Standard) Forcefully Done using Skip Validation Option
Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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