| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 218 |
| Technical Name |
se_customer_credit_limit |
| License | LGPL-3 |
| Website | http://www.sprinterp.com |
| Versions | 13.0 14.0 15.0 16.0 17.0 18.0 19.0 |
Customer Credit Limit
This plugin use for check Customer Credit Limit and notify to sales manager.
Customer Credit limit in general refers to the maximum amount of credit that a financial institution can extend to a prospective customer which can then be leveraged by an underwriter while funding an application. ... Using this limit, applications can be funded up to the credit limit amount allowed.
Key Highlights
Allowed user can set Credit limit for customer.
-
While confirming Quatation/Order if customer's credit limit Exceeded this window will displaying with Credit limit information.
-
Credit limit exceeded for customers while confirming sale order, mail will send to Sales mangers for Credit limit approval.
-
After confirming sale and credit limit exceeded then that customer will go in Credit limit hold.
-
New menu for Credit limit orders.
Allowed user can set Credit limit for customer.
"Credit Limit in Customers" Group related users can see Credit limit information in Customer Form.
Credit Limit info in Customer form.
While confirming Quatation/Order if customer's credit limit Exceeded this window will displaying with Credit limit information.
After Confirming, mail will send to sales managers.
Mail Tracking under order.
After Confirming, customer will go Credit limit on Hold.
While creating new order and customer is on Credit limit hold this warning message will displaying to user.
Credit Limit Orders Menu and view.
This plugin use for check Customer Credit Limit and notify to sales manager.
Customer Credit limit in general refers to the maximum amount of credit that a financial institution can extend to a prospective customer which can then be leveraged by an underwriter while funding an application. ... Using this limit, applications can be funded up to the credit limit amount allowed.
-
Allowed user can set Credit limit for customer.
-
While confirming Quatation/Order if customer's credit limit Exceeded this window will displaying with Credit limit information.
-
Credit limit exceeded for customers while confirming sale order, mail will send to Sales mangers for Credit limit approval.
-
After confirming sale and credit limit exceeded then that customer will go in Credit limit hold.
-
New menu for Credit limit orders.
-
Allowed user can set Credit limit for customer.
-
While confirming Quatation/Order if customer's credit limit Exceeded this window will displaying with Credit limit information.
-
Credit limit exceeded for customers while confirming sale order, mail will send to Sales mangers for Credit limit approval.
-
After confirming sale and credit limit exceeded then that customer will go in Credit limit hold.
-
New menu for Credit limit orders.
Odoo Implementation
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Need Any Help?
Free 90 Days Support.
SprintErp will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this module. This is applicable from the date of purchase.
Email US
sales.sprinterp@gmail.com
Teams
abulkasim7214
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