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  1. APPS
  2. Point of Sale
  3. POS Customer Credit Limit (CodeTrade) v 18.0
  4. Sales Conditions FAQ

POS Customer Credit Limit (CodeTrade)

by CodeTrade India Pvt. Ltd. https://www.codetrade.io
Odoo

$ 80.00

v 18.0 Third Party
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Point of Sale (point_of_sale)
Lines of code 717
Technical Name pos_cust_credit_limit_codetrade
LicenseOPL-1
Websitehttps://www.codetrade.io
Versions 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Inventory (stock)
• Invoicing (account)
• Point of Sale (point_of_sale)
Lines of code 717
Technical Name pos_cust_credit_limit_codetrade
LicenseOPL-1
Websitehttps://www.codetrade.io
Versions 16.0 17.0 18.0 19.0
  • Description
  • License
CodeTrade Header
ODOO 18 — POS Customer Credit Limit

POS Customer Credit Limit

badge
checkmark-badge Community checkmark-badge Enterprise checkmark-badge Odoo.sh

POS Customer Credit Limit

Control customer credit exposure directly inside Point of Sale with clear warnings, hard blocking rules, and live balance visibility for every cashier.

This module adds customer-wise and POS-wide credit limit management to Odoo POS. It lets you configure warning and blocking thresholds, display due balances in the customer list, and prevent risky on-account orders before they are confirmed.

Seamless integration with Odoo Point of Sale and Accounting.

View Demo
  • Features
  • Release Note
  • FAQ's

Reliable credit control in minutes.

Configure global limits, define customer-specific thresholds, and let POS guide the cashier at checkout.

Install the module and enforce customer account rules without changing the normal sales flow.

Key Features

Global POS Credit Limits

Set default warning and blocking limits once in POS settings and apply them automatically to customers who do not have their own custom limits.

Customer-Specific Credit Rules

Override the default POS limits per customer from the partner form and manage warning and blocking thresholds independently.

Live Balance in Customer List

Show each customer’s outstanding amount directly inside POS so the cashier can quickly understand the current exposure before selecting the customer.

Warning and Blocking Dialogs

Warn cashiers when a customer approaches the credit threshold and block on-account orders when the projected balance crosses the configured limit.

Projected Credit Validation

The validation checks the customer’s existing due together with the new on-account amount, so risky POS orders are blocked before they are confirmed.

POS Settings Configuration

Enable the credit limit feature from POS settings and define the default warning and blocking thresholds that should apply across the POS.

image

Customer Credit Limit on Partner

Set customer-specific warning and blocking limits from the partner form whenever an individual customer needs a different rule.

Sales Order Analysis

Customer List Credit Visibility

The POS customer list highlights balances and thresholds so the cashier can spot normal, warning, and blocked customers at a glance.

Image

Warning Popup at Checkout

If the projected customer account balance reaches the warning limit, POS displays a warning dialog and lets the cashier decide whether to continue.

Margin Analysis Reports

Credit Blocking Popup

If the projected balance exceeds the blocking limit, POS prevents the order from being processed on customer account and asks the cashier to reduce items or quantities.

image

Payment with card and cash

Odoo default flow will run on cash and card payment

Margin Analysis Reports
Version 1.0 : 18.0.0.0.0

9 April 2026

Can I use this module with Odoo Online? angle

This module is designed for Odoo Community, Enterprise, and Odoo.sh deployments. It is not intended for Odoo Online (SaaS).

What does this module do inside POS? angle

It adds customer credit warning and blocking controls to the POS customer selection and payment flow, using global defaults or customer-specific limits.

Can I define different limits for different customers? angle

Yes. You can keep default limits at POS configuration level and override them per customer from the Credit Limit tab on the partner form.

What happens when both customer limits are left at zero? angle

In that case, the POS uses the default warning and blocking limits defined in the POS configuration as fallback values for that customer.

When does POS block the order? angle

The order is blocked when the customer’s current due plus the new on-account amount reaches or exceeds the configured blocking limit.

Get Support, For Free!

60 Days Free Support

mail
Mail us support@codetrade.io
Support
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Language Translation

swedan

Our Services

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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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