| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 610 |
| Technical Name |
odonity_credit_management |
| License | See License tab |
| Website | https://www.odonity.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 610 |
| Technical Name |
odonity_credit_management |
| License | See License tab |
| Website | https://www.odonity.com |
Odonity Credit Management & Risk Scoring
Smart Credit Control and Risk Insights for Your Customers
Assign credit limits, block risky sales, automate approvals, and assess customer risk with real-time scoring — all inside Odoo.
Key Features
- Credit Limit Per Customer: Set how much each customer can buy on credit
- Auto Sales Blocking: Prevents confirming orders over credit limit
- Approval Workflow: Trigger and manage credit override approvals
- Risk Score & Level: Numerical and visual risk indicators based on overdue vs. credit
- Email Alerts: Approvers receive email when action is needed
- Daily Credit Limit Check: Automatically reviews customer credit limits every day
- Automatic Credit Hold: Puts customers on hold if their risk score becomes high
- Email Notifications: Sends alerts for credit approval, approval result, and rejection
- Auto Email on Actions: Instantly notifies users on credit request actions
- Auto Sales Order Confirmation: Sales order auto-confirms once credit is approved
- Credit Dashboard: Get an overview of credit requests, statuses, risk levels, and usage
- Risk Score History: Tracks every risk score change in a detailed log
- Sales Block on High Risk: Stops new orders if risk score is critical
- Visual Risk Badges: Risk level shown with badges in contact form and list views
- Credit Limit Warning Log: Auto-log when usage hits 90% of credit limit
- Auto Approval Request: Automatically triggers when order exceeds credit limit
- Dynamic Payment Terms: Sets payment term to immediate if risk score is high
Preview Screens
Credit Limit Setup & Risk Badge on customer form
Credit Dashboard
Credit Approvals
Risk History
Risk Badge in contact card view
Risk Badge in contact list view
Email Notification to salesperson on credit request creation
Email Notification on credit request approved
Email Notification on credit request reject
Configuration & Usage
- Go to Customers: Set the Credit Limit on the customer form
- Create Sales Orders: Orders over the limit trigger approval request
- Manage Risk: View scores and badges on customer cards
Compatibility
- Odoo 18 Compatible
- Modern browser support: Chrome, Firefox, Safari, Edge
Need Help or Customization?
Need a tailored credit scoring model or approval logic? Let’s talk!
- Email: odonity.services@gmail.com
- Website: www.odonity.com
Odonity Credit Management & Risk Scoring
Odonity Credit Management & Risk Scoring empowers you to control customer credit exposure, assign limits, trigger approval workflows, and visualize financial risk through smart scoring tools — all from within Odoo 18. Perfect for sales and finance teams to manage customer risk and enforce responsible credit policies.
Key Features
- Assign Credit Limits to Customers: - Define a credit ceiling per customer — used across all sales orders.
- Auto Block Sales When Limits Are Breached: - On confirmation, sales orders exceeding available credit are halted.
- Create Credit Approval Requests Automatically: - When blocked, a formal request record is created for internal approval.
- Dynamic Risk Score Calculation: - Risk score based on overdue amount vs credit limit.
- Risk Level Badges (Low / Medium / High): - Colored badges on customer views for fast visual insight.
- Email Alerts to Approvers: - Notifies designated users about pending credit approvals.
Installation
- Copy this module to your Odoo custom addons directory.
- Restart your Odoo server.
- Activate Developer Mode from the General Settings.
- Go to Apps, click on Update Apps List, and install Odonity Credit Management & Risk Scoring.
Usage
- Go to Sales > Customers, and set a Credit Limit for each customer.
- Create a Sales Order — if the total exceeds available credit, it will: - Be blocked from confirmation. - Trigger a Credit Approval Request automatically.
- View Risk Level Badges and Current Credit Stats on customer records.
- Approvers will be notified via email and can approve or reject credit requests.
- The order proceeds only after approval, keeping financial exposure in check.
Video Preview
Support & Customization
Need help or want to customize the module to suit your business?
- Website: https://www.odonity.com
- Email: odonity.services@gmail.com
Changelog
1.0.0 (2025-05-01)
- Initial release of Odonity Credit Management & Risk Scoring for Odoo 18.
- Introduced credit limit, current usage, risk scoring, and approval workflows.
- Full backend integration with sales and partner records.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2024-Present Odonity. All Rights Reserved. Module Name: Odonity Credit Management & Risk Scoring (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: odonity.services@gmail.com This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a **non-transferable, non-sublicensable, and non-exclusive license** to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains **branding, code-level markers, and security tracking** for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: odonity.services@gmail.com | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.
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