Customer Credit Limit Management for Sales
Set and manage customer credit limits with warnings and blocking in sales orders.
This module helps you control customer credit risk and improve your sales process.
This module helps you control customer credit risk and improve your sales process.
Key Features:
- Credit Limit per Customer - Set a specific credit limit for each customer.
- Credit Summary - View total due, credit limit, and remaining credit in the customer form.
- Sales Order Blocking/Warning - Warn or block users when confirming or editing a sale order that exceeds the credit limit.
- Remaining Credit in Sale Order - Instantly see the customer's remaining credit on the sale order form.
- Manager Control - Only sales managers can set or view credit limits.
- Override Permission - Special permission group to override credit limit warnings.
How it works:
- Go to Customers → Open a customer → See the Credit Information tab.
- Set the Credit Limit and enable Block on Credit Limit if you want to block orders.
- When creating or editing a sale order, the system will show the Remaining Credit and warn/block if the order exceeds the limit.
- Users with override permission can proceed with orders that exceed the credit limit.
Screenshots:
Credit Information in Customer
Remaining Credit Details in Sale Order
Credit Limit Group in User Settings
Credit Limit Warning (Without Override Access)
Credit Limit Warning (With Override Access)
Sale Order After Proceeding Anyway
Contact for Support, Customization, Implementation:
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
Email: subashmca2017@gmail.com
Telegram: https://t.me/Chubbu007
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.
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