The Sale Show Partner Due module enhances Odoo's sales workflow by displaying the total amount due from a customer directly within the sales order interface. This critical information helps sales representatives make informed decisions about credit limits and payment terms before confirming new orders.

By providing immediate visibility of outstanding customer balances, this module helps businesses manage credit risk effectively, reduce overdue accounts, and maintain healthy cash flow while still providing flexible payment options to valued customers.

Key Features

• Real-time Due Amount: Displays the customer's current total due amount in the sales order
• Instant Visibility: Shows outstanding balance without navigating to other screens
• Risk Management: Helps control credit exposure by highlighting customers with large outstanding balances
• Decision Support: Enables informed decisions about payment terms and order approvals
• Seamless Integration: Works within the standard Odoo sales workflow
• Clean User Interface: Presents critical financial information without cluttering the sales form

Viewing Customer Due Amount in Sales Orders

1. Navigate to Sales → Orders → Quotations
2. Create a new quotation or select an existing one
3. After selecting a customer, the module automatically displays:
   - Total Receivable: The customer's current outstanding balance

Making Informed Sales Decisions

1. Review the customer's outstanding balance shown in the "Total Receivable" field
2. Consider the customer's payment history and credit limit
3. Based on this information, decide whether to:
   - Proceed with the standard sales process
   - Request advance payment
   - Adjust payment terms
   - Seek approval for exceeding credit limits

Managing Credit Risk

1. For customers with high outstanding balances:
   - Consider requesting partial or full payment in advance
   - Discuss settlement of existing invoices before processing new orders
   - Consult with the finance team if necessary

Confirming Orders

1. When confirming an order for a customer with outstanding balances:
   - The module continues to display the total receivable amount
   - This information remains visible throughout the sales process
   - Sales teams maintain awareness of the customer's financial position

The module extends the standard Odoo sales workflow through the following modifications:

1. Adds a total receivable field to the sale.order model
2. Creates a computed field that fetches the current partner's due amount
3. Displays this information prominently in the sales order form view
4. Automatically updates the field when the customer is changed

• Reduced Credit Risk: Awareness of customer debt helps control credit exposure
• Increased Cash Flow: Encourages collection of outstanding invoices before new orders
• Informed Decision Making: Sales teams can consider financial factors when processing orders
• Streamlined Process: Eliminates the need to check customer accounts separately
• Preventive Approach: Helps identify potential payment issues before they escalate
• Better Customer Relationships: Enables proactive discussions about outstanding payments
• Enhanced Financial Control: Supports company credit policies at the point of sale

For issues, feature requests, or questions, please contact:

• Email: codeforme@bytesraw.com