| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 152 |
| Technical Name |
sales_credit_approval |
| License | OPL-1 |
| Versions | 16.0 17.0 18.0 |
Sales Credit Approval
Requires sales admin approval for sales orders that exceed the customer's credit limit.
Overview
Sales Credit Approval
This module requires sales admin approval for sales orders that exceed the customer's credit limit,
with an option to include pending sales orders in the total due calculation.
It also provides a dynamic warning showing the updated total due when the credit limit is exceeded.
Features
Credit Limit Enforcement
Automatically checks if a customer's total due amount exceeds their credit limit before confirming a sales order.
Sales Order Inclusion
Enables configuration on the customer record to determine if pending sales orders should be included in the credit calculation.
Approval Workflow
Places orders exceeding the credit limit into a "Pending Approval" state, requiring intervention from authorized users.
Dynamic Warning Messaging
Displays a real-time warning with the updated total due when the credit limit is surpassed, ensuring clear communication of financial risk.
Screenshots
Configuration
After installing the module, users in the Sales / Sales Order Approval group
can approve sales orders.
This group inherits from Sales / Administrator, granting all users in that
role the ability to approve orders as well.
To activate Sales Credit Limit,
Go To: Invoicing / Configuration / Settings
Then check on Sales Credit Limit
Go to the partner you want to set a credit limit for, enable Partner Limit, and set
the credit limit amount.
The example below excludes pending sales orders from the credit calculation.
A warning message appears when the Total Receivable + Total Amount exceeds the credit limit.
The user Marc Demo does not have access to the Sales Order Approval group.
After clicking Confirm, the order status changes to Pending
Approval.
Note: If the user belongs to the Sales Order Approval group, the status will
change
directly to Sales Order.
For users belonging to the Sales Order Approval group,
two buttons will be displayed: Approve and Reject,
allowing them to either approve or reject the sale.
If the sales order is approved, as shown in the example below, the status will change to Sales Order.
The example below includes all pending sales orders in the credit calculation.
If the sales order is rejected, as shown in the example below, the status will change to Rejected.
The status is displayed in orange for Pending Approval and in red for Rejected.
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Learn MoreOdoo 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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