Customer Credit Limit With Approval
by TechUltra Solutions Private Limited https://www.techultrasolutions.com/| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 402 |
| Technical Name |
sale_account_manager_customer_credit_limit_approval |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Lines of code | 402 |
| Technical Name |
sale_account_manager_customer_credit_limit_approval |
| License | OPL-1 |
| Website | https://www.techultrasolutions.com/ |
| Versions | 16.0 17.0 18.0 19.0 |
Customer Credit Limit With Approval
The Customer Credit Limit With Approval module allows businesses to manage and enforce customer-specific credit limits within the sales process. By configuring warning and blocking thresholds per customer, the system ensures better credit control and reduces financial risk. When a customer's outstanding balance exceeds the defined limits, the system can either issue a warning or block the sales order confirmation, depending on the configuration
https://wa.me/message/VENRAJRHMSWEB1
OR
Features
Screenshots
Support
FAQs - Customer-wise Credit Limit Configuration.
- Sales Order Blocking.
- During sales order confirmation, the system checks the customer's current outstanding balance against the configured limits.
- Real-Time Credit Check.
- Final Confirmation After Approval.
1. Configuration of Customer Credit Limit.
User can configure Customer's Credit limit. Here User can configure credit limit and set the Warning Amount and Blocking Amount of the Azure Interior.
2. Credit Limit Approve/Reject by Sales Manager.
If Customer exceed credit limit so sale order related to that customer move to the Sales Manager approval stage.
3. Sale Manager Mail.
Send Mail to Sale Manager received mail related to the sales order which is needed approval from sales manager side.
4. Credit Limit Approve/Reject by Account Manager.
If Sales manager approved sale order after that Account Manager can Approve or Reject of Customer's Sale Order.
5. Account Manager Mail.
Account Manager received mail related to the sales order which is needed approval from Account Manager side.
6. Odoo Customer Credit limit Rejected Mail.
When sale manager or account manager rejected credit limit of customer then Send mail to customer for notify your Quotation/sale order has been Rejected By sale/account manager.
7. Manager Approval.
After Credit limit approval manager can Confirm the SO.
- We are provide 90 days bug free support related to our module.
- The support team is available from Monday to Friday 10:00 AM to 07:00 PM (IST).
- To create ticket send email to support@techultra.in.
When a customers due amount exceeds their configured credit limit, the system show blocks limit in the sales order or moves it into a multi-stage approval process.
Sales Manager: First level of approval.
Account Manager: Final approval before confirmation.
Once approved by both Sales and Account Managers, the sales order can be confirmed and processed as normal.
Yes, if no credit limit is set for a customer, the workflow is not triggered for that customer.
The sales order remains rejected and cannot proceed. The customer will receive a rejection email with a message stating that the order was declined.
Only users in the ERP Manager group (base.group_erp_manager) can see and click the Credit Limit Approval button when the sales order is in draft or sent state and the credit limit approval is enabled.
Users in the Sales Manager group (sales_team.group_sale_manager) can approve the sales order only when it is in the sales_approval state. They will see the Approve and Reject buttons during this stage.
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.
Please log in to comment on this module