| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Community Apps Dependencies | Show |
| Lines of code | 522 |
| Technical Name |
terrabit_partner_credit_limit |
| License | OPL-1 |
| Website | https://www.terrabit.ro |
| Versions | 17.0 18.0 |
Terrabit Partner Credit Limit
Terrabit Partner Credit Limit Module
Description
This module enhances Odoo’s functionality by implementing a robust credit limit management system for business partners. It allows organizations to set and enforce credit limits for their customers, helping to manage financial risk and control accounts receivable effectively.
Key Features
- Sets a partner credit limit, preventing sale orders from being confirmed if the credit limit is exceeded
- Provides option to mark specific partners to ignore credit limits
- Introduces user access groups:
- “Manage credit limits” - allows users to modify credit limits for partners
- “Can approve sale order over credit limit” - permits authorized users to override credit restrictions
- Allows specific sales teams to be exempted from credit limit checks
- Flexible credit calculation based on system parameters:
- If is set to False (default): credit is computed from account move lines credit_limit_from_invoices
- If is set to True: credit is computed from invoices (requiring invoices to be paid) credit_limit_from_invoices
Business Benefits
- Reduced financial risk through automated credit control
- Better cash flow management
- Structured approach to customer credit management
- Prevention of excessive credit exposure to high-risk customers
- Support for responsible sales practices
- Customizable approval workflows for exceeding credit limits
This module is particularly useful for businesses that offer credit terms to customers and need to manage their accounts receivable exposure efficiently.
Features:
- Sets a partner credit limit. Sale orders cannot be confirmed if the credit limit is exceeded
- Some partners can be set to ignore credit limits
- Users in group “Manage credit limits” can modify credit limits for partners
- Users in group “Can approve sale order over credit limit” can override the credit limit restriction by checking the “Allow Over Credit?” checkbox in the Other Info tab of a sale order
- Some sale teams can be set to ignore credit limits
- Depending on the system parameter credit_limit_from_invoices:
- if set to False (default) - the credit is computed from account move lines
- if set to True - the credit is computed from invoices (invoices must be paid)
Table of contents
Bug Tracker
Bugs are tracked on Terrabit Issues. In case of trouble, please check there if your issue has already been reported.
Do not contact contributors directly about support or help with technical issues.
Credits
Authors
- Terrabit
Maintainers
This module is part of the terrabit-ro/bitshop project on GitHub.
You are welcome to contribute.
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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