| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1112 |
| Technical Name |
zero_customer_limit |
| License | OPL-1 |
| Website | https://www.erpzero.com |
| Versions | 16.0 17.0 18.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Contacts (contacts)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Lines of code | 1112 |
| Technical Name |
zero_customer_limit |
| License | OPL-1 |
| Website | https://www.erpzero.com |
| Versions | 16.0 17.0 18.0 |
Overview
In Odoo, by default, you can enable credit limits for customers, but in reality, they are just warning messages and do not blocked the confirmation of the sales order or even posting of the invoice if the customer reaches or exceeds the credit limit. However, with this application, you have several options to monitor the customer's credit limits, and you can also create a credit limit for the seller that monitors the total debts of his customers
Advanced Customer and Salesman Credit Limit Control
Key Highlights
- Multi Company Supported.
- Tested On community and Enterprise.
- It is development of Odoo's original credit limit management.
- credit limit to salesman and or customer.
- Auto notification mail to the Team Credit manager for review when a sale order or invoice exceeds the customer’s credit limit.
- Credit Limit For each Customer to control sales orders and Invoice By different Control Options.
- Credit limit control inovice due or over due count.
- Credit limit control inovice due amount over due amount.
- new sales order state called "bolcked order".
- new customer invoice state called "bolcked order".
- New group security to allow user to approve blocke sales order or post blocked customer invoice.
- Define Blocked Orders Manager for each Sales Team.
- Activate credit limit control for each company and define default control policy for customers.
- Block partner with credit Limit by 3 options.
- Defind the default Credit Limit Calculation by 5 options.
- Activate credit limit control for each customers or each salesman.
- Defind the default Invoice count contol whatever due count or overdue count.
- when selct partner limit option in customer profile the system will get default options from company settings.
- Controle Salesman Limit option in his contact profile.
- Warning message when save order or customer invoice in case customer and or salees mane with control limit option and company settings with control customer or salesman or both.
- order with bloced states in case senario must block as per customer limit control or salesman limit control
- in case blocked order for any senario system will send notification mail to sales Team Credit manager mail
- New menue added appears only to the user has group policy"Allow Approve Blocked Credit Limit Orders" or sales Team Credit manager.
- customer invoice with bloced states in case senario must block as per customer limit control or salesman limit control
- in case blocked customer invoice for any senario system will send notification mail to sales Team Credit manager mail
- New menue added appears only to the user has group policy"Allow Approve Blocked Credit Limit Orders" or sales Team Credit manager.
Who can approve Blocked orders and Blocked Invoice
Define email address for each Blocked Orders Manager in his contact profile to notify him in case order or invoice need approve
Settings-->Invoicing or Accounting-->Settings
Customer: mean activate limit to control the due Inoices of the customer only
Salesmane: mean activate limit to control the total due Inoices of the salesman's customers
Both: mean activate limit to control both of customer and salesman
Invoiced Due Amount: mean control only customer due invoiced amount
Invoiced Due count: mean control only customer due invoiced count
Both Due amount and Due count: mean control customer due invoiced amount and due invoiced count
Both overdue Amount and Due Count: mean control customer only overdue invoiced amount and all due invoiced count Which one was verified first?
Both Due Amount and overdueCount: mean control customer all due invoiced amount and only overdue invoiced count Which one was verified first?
Settings-->Invoicing or Accounting-->Settings
you can modify credit limit for each customer.
New statical fields added to monitor credit usage all statical fields allowed to users has any accounting group policy.
you can modify credit limit for each customer.
New statical field added to monitor credit usage statical field allowed to users has any accounting group policy.
Unblock Credit Button appears only to the user has group policy"Allow Approve Blocked Credit Limit Orders" or sales Team Credit manager
Unblock Credit Button appears only to the user has group policy"Allow Approve Blocked Credit Limit Orders" or sales Team Credit manager
Terms & Conditions
- All the apps are to be purchased separately, for individual versions and individual editions.
- 60 Days free bug support period will be offered pertaining to anyone server used, testing, or live.
- If an error appears in our app due to other custom modules installed in your system, we will charge for our efforts to resolve those errors.
- Please refer to the document for configuration. If you need our support for configuration, please request our paid support.
- Please note that you are not allowed to distribute or resell this module after purchase.
-
Support services will be provided from Sunday to Thursday, 10:30 AM to 6:30 PM (Cairo Time).
Free Support
At Zero Systems we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@erpzero.com or raise a ticket on support.
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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