Key Features:

• Credit Limit per Customer — Set a specific credit limit on the res.partner form for each customer.
• Credit Summary View — View Total Due, Credit Limit, and Remaining Credit in the dedicated Credit Information tab of each customer record.
• Sale Order Warning or Block — Warn or block users when confirming or editing a sale order that exceeds the customer's credit limit.
• Remaining Credit on Sale Order — Instantly see the customer's remaining credit directly on the sale order form before confirming.
• Manager-Only Credit Settings — Only users in the Sales Manager group can set or view credit limit fields, keeping the configuration secure.
• Override Permission Group — A dedicated security group lets authorized users override credit limit warnings and proceed with orders that exceed the limit, with the action recorded on the order.
• Configurable Enforcement — Choose per customer whether exceeding the limit shows a warning wizard or fully blocks confirmation.

How This Module Helps Your Business

Sales teams often confirm orders without knowing whether a customer already has overdue invoices piling up. This module puts that information in front of the sales rep at the exact moment it matters — when a quotation is about to become a confirmed order.

In day-to-day use, a sales manager sets each customer's Credit Limit once, based on payment history and the agreed terms. From that point on, every sales rep who opens a quotation for that customer sees the Remaining Credit field on the sale order, so they know instantly whether the deal fits within the approved exposure. If a rep tries to confirm an order that would push the customer over the limit, Odoo either shows a warning wizard or blocks confirmation outright, depending on how that customer is configured. A finance manager or authorized approver can then review the situation and use the override option to let the order proceed if the sale is still commercially justified.

This reduces bad-debt risk, keeps outstanding receivables under control, and removes the need for finance to manually chase sales reps after the fact — the check happens before the order is confirmed, not after the invoice is overdue.

Installation & Configuration

1. Install the module from the Apps menu (requires the Sales app to be installed).
2. Go to Sales → Customers, open a customer record, and open the new Credit Information tab.
3. Set the Credit Limit for the customer and enable Block on Credit Limit if exceeding it should prevent order confirmation rather than just warn.
4. Assign the Credit Limit Override permission group to any user (typically a sales or finance manager) who should be able to bypass the block/warning when needed. This is managed from Settings → Users & Companies → Users.
5. Create or open a sale order for that customer — the Remaining Credit is shown on the order form automatically.
6. Attempt to confirm an order that exceeds the limit to see the warning or blocking wizard in action; users with the override group can choose to proceed anyway.

No additional server parameters or scheduled actions are required — the credit check runs on order confirmation and on write to the sale order.

Credit Information Tab in the Customer Form:

Remaining Credit Details on the Sale Order:

Credit Limit Override Group in User Settings:

Credit Limit Warning (Without Override Access):

Credit Limit Warning (With Override Access):

Sale Order After Credit Limit Override:

Compatibility

Who Is This For?

Sales managers and finance teams who need to control credit exposure before it becomes a collections problem. Typical users include:

• Distributors and wholesalers who sell on credit terms and need a hard stop before reps over-extend a customer.
• Finance controllers who want visibility into remaining credit without manually cross-checking the accounting module for every quotation.
• Sales managers who need to selectively grant override rights so approved exceptions don't require IT involvement.
• Companies running Odoo on Odoo.sh or On-Premise (Community or Enterprise) that don't have this control out of the box.

Why This Module Matters

Odoo's standard Sales app tracks a customer's total due but does not stop a sale order from being confirmed regardless of outstanding balance. That gap leaves credit control as a manual, after-the-fact process handled in spreadsheets or by finance flagging overdue accounts separately from the sales workflow. This module closes that gap directly inside the sale order and customer form that reps and managers already use, so credit policy is enforced at the point of sale rather than discovered later in accounting.

Frequently Asked Questions

Does the credit limit apply to draft quotations or only confirmed orders?

The credit limit check triggers when confirming a sale order. It also applies when editing an already-confirmed order if the new total exceeds the limit.

Is the credit limit based on unpaid invoices or total order value?

The system calculates remaining credit from the customer's Total Due (outstanding invoices) versus the configured Credit Limit. The sale order amount is then compared against that remaining credit.

Can I set different credit limits for different customers?

Yes — each customer has its own Credit Limit field. You can set different limits per customer based on payment history and the commercial relationship.

Who can change the credit limit or override a block?

Setting or viewing the credit limit is restricted to the Sales Manager group. Overriding a block or warning on a sale order requires the separate Credit Limit Override permission group, so the two responsibilities can be assigned independently.

Is this compatible with Odoo Community edition?

Yes — compatible with Community and Enterprise editions on Odoo.sh and On-Premise. Requires the Sales app. Not available for Odoo Online (SaaS).