Manage Credit Limit

In this step, set the customer's credit limit to 200.00 in the Credit Limit field.

This step tests the effectiveness of the credit limit control feature. A sales order is created for a customer who has been assigned a credit limit of SAR 200. Upon entering an order value (SAR 250) that exceeds this limit, the system automatically displays a warning indicating the credit limit has been surpassed. When attempting to confirm the order, the system blocks the action and shows a pop-up message confirming that the customer has exceeded their allowed limit.

Override Credit Limit: This option allows you to bypass the warning or block that appears when the credit limit is exceeded.

This screen represents the list view for sales orders. The prominent feature here is the addition of a new column named "Over Credit" that appears at the end of each row.

2. Total Credit Used The Total Credit Used is a computed field and is calculated based on the below cases. • Confirmed sales orders • Sales orders with items partially or completely delivered • Sales orders with Draft invoice(s) • Sales orders with posted and not paid invoice(s)

Active Credit Hold

This step tests the effectiveness of the "Credit Hold" feature. When the "Credit Hold" option is enabled on a customer's profile, the system automatically blocks any new transactions. The warning message at the top (highlighted in red) and the pop-up window (highlighted in black) both confirm that the customer's account is on hold and prevent the order from being confirmed, regardless of the sales order value.

This Customer Has Overdue Invoices

This screen shows how to set the allowed "Number of Overdue Days" within the accounting settings. In the "No. Of Overdue Days" field, you can enter the number of days an invoice can be delayed before it is officially considered "overdue" and triggers subsequent actions, such as blocking new orders.

Override credit Threshold: An override threshold value has been set to 200.00. With this value, the customer's effective credit limit becomes the sum of their base limit and the override value, which is: SAR 200.00 (Base Limit) + SAR 200.00 (Override Threshold) = SAR 400.00. This allows transactions that exceed the original limit to be processed by the system, as long as they are within the new, higher, effective limit.

This indicates that the system has recorded a credit limit overrun and that the authorized user has manually overridden the block.

This screen illustrates the "Hold Delivery till Payment" feature on the customer's profile. When this option is enabled, the system automatically places a hold on any shipments or deliveries to the customer. This hold is not released until all outstanding invoices are fully paid, ensuring that the company receives payment before goods are dispatched.

This screen demonstrates the application of the "Hold Delivery till Payment" feature on a delivery order. When this feature is enabled on a customer's profile, the system automatically blocks any new delivery operations. A pop-up window titled "Invalid Operation" appears with the message "Delivery is on hold," confirming that the system has blocked the shipment until the customer's outstanding payments are settled.

Allow DO Check Availability even if Hold Delivery Till is selected feature, which is an advanced option within Odoo's inventory and sales management settings. When enabled, this feature allows the system to perform an availability check for all transfers, including those with "Hold Delivery till Payment" or "Credit Hold" features activated. In business environments that require meticulous order and credit management, this functionality provides operational flexibility. Instead of completely blocking the stock check when a delivery is on hold, the system allows for the availability check to proceed. This enables sales and warehouse teams to confirm if the goods are ready for shipment and to plan for packing and preparation in advance. As a result, the shipment can be made ready for immediate dispatch as soon as the customer resolves the payment or credit issue, contributing to improved operational efficiency and reduced lead times.

This Customer has Hold Delivery till Payment

Upon enabling the "Allow DO Check Availability even if Hold Delivery Till is selected" feature and clicking the "Check Availability" button on a pending delivery order, the system automatically performs a check on the actual product inventory. If all required goods are fully available, the system will reserve them and change the delivery order's status from "Waiting" to "Ready." This process ensures that the shipment is pre-prepared and staged, allowing for an immediate and efficient fulfillment once the customer's credit issue is resolved, with no further delays in order preparation.

Credit Management on Multi-Companies: This screen demonstrates the "Multi-Company Credit Management" feature. This functionality allows businesses operating with multiple branches or entities within a single Odoo instance to manage each entity as an independent business partner. By activating the "Is Partner Credit?" checkbox, the system enables centralized control over credit limits and outstanding debts for inter-company transactions, thereby ensuring a precise financial oversight across the entire group.