Customer Credit Limit | Customer Credit | Credit Management
by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com$ 52.44
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
Lines of code | 369 |
Technical Name |
dev_customer_credit_limit |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
Lines of code | 369 |
Technical Name |
dev_customer_credit_limit |
License | See License tab |
Website | https://www.devintellecs.com |
Versions | 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 |
Customer Credit Limit

Customer Credit Limit Odoo app helps manage and monitor customer credit limits when
confirming sale orders. This app allows you to set a credit limit for each customer, ensuring
that sales orders do not exceed their assigned credit limit. When a customer’s credit limit is
reached, the app notifies the sales manager for review before confirming the sale quotation.
As you create sales orders, invoices, and payments, the app continuously tracks and displays
each customer’s credit usage. If a customer’s credit limit is exceeded, it will prevent further
order confirmation until payment is made or the limit is adjusted. This tool provides businesses
with a reliable way to manage customer credit responsibly, reducing the risk of overdue payments
and helping maintain financial stability.
Features

- Set credit limits for each customer to manage sales responsibly.
- Notify the sales manager for review when a sale order exceeds the customer’s credit limit.
- Display the customer’s current credit usage on their profile.
- Track credit usage as new sales orders, invoices, and payments are created.
- Prevent further order confirmation if the customer’s credit limit is exceeded until payment is made or the limit is adjusted.
Credit Limit On Customer

Create sale order

Created invoice/payment

Second create order of same customer

without payment created only invoice

Third create order of same customer

Exceeded Customer Credit Limit

Display Customer Credit Limit

Notify the Sales Manager

Version 1.0 | Released on : 11th November 2024
-
Is this app compatible with Odoo Enterprise?
- Yes, our app works with Odoo Enterprise as well as Community.
-
If need of customization in this app, How can i contact ?
- Please contact us on odoo@devintellecs.com
-
Do i get free support?
- Yes, you will get free support for 90days.
-
Do i get free updates?
- Yes, you will get free updates for lifetime.
-
Do i have to buy this module for each version ?
- Yes, you have to buy this module for each version.
Support


Why Us?


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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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