| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Sales (sale_management) • Discuss (mail) • Invoicing (account) |
| Lines of code | 64 |
| Technical Name |
eg_customer_credit_warning |
| License | OPL-1 |
| Website | https://www.inkerp.com/ |
| Versions | 14.0 15.0 16.0 17.0 18.0 |
Customer Credit Limit in Sale
This module of odoo will allow the manager to set the credit limit for the Customer. customer with the set limit can't create the sale order more than limit. this module will also provide the new Boolean "Allow Override", if manager select that Boolean for any Customer than limit will automatically change as per the sale order's total amount.
1) Contacts view.
Here in the Contacts form view of Customer, user can see the options for the Credit Limit, where manager can set the limit for the customer.
2) User Error view.
Here user can see the Error for having amount more than the set limit. if Customer try to have the sale order amount more than the limit, then this module will raise the error.
3) Contacts View.
Allow Override Boolean and try to confirm the sale order that have more amount then the set credit limit. simply the limit will not be the barrier for the customer.
4) Quotation view.
Now try to confirm the sale order that have more amount than the limit. you will see that credit limit get changed as per total amount.
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