| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 488 |
| Technical Name |
corzenx_credit_limit_for_sale |
| License | LGPL-3 |
| Website | https://corzenx.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 488 |
| Technical Name |
corzenx_credit_limit_for_sale |
| License | LGPL-3 |
| Website | https://corzenx.com |
Sales Credit Limit for Customer
Customer Credit Limit Control with Approval Workflow for Odoo Sales
Take full control of your customer credit management. Automatically validate sales orders against credit limits, prevent financial risk, and enable secure managerial approval when limits are exceeded.
Key Features
Customer Credit Limit Setup
Define individual credit limits directly on the customer form.
Automatic Credit Validation
Sales Orders are automatically checked against available credit.
Credit Approval Workflow
Trigger approval requests when customer exceeds credit limit.
Approval Wizard
Managers can review remaining credit & order value clearly.
Security Group Control
Only authorized users can approve credit overrides.
Real-Time Calculation
Credit is calculated based on unpaid invoices automatically.
Screenshots
1) Install the Module
Go to the Odoo Apps menu and
install the module.
2) Go to the sale module in Configurations in enable Customer Credit Control:
3) Only administrators have access to the "SALES CREDIT CONTROL" option enable.
4) They can view the Credit control Menu in sales module.
5) Process for selecting users who are granted approval rights for credit limit exceedances.
6) Display of a zero credit limit when no credit limit is set for a customer.
7) Credit Amount for a Customer.
8) Available Credit Balance is visible in the Sales module.
9) Show the Credit Approval button for authorized users when the Credit Limit Exceeded.
10) The validation error that occurs when a sales user tries to confirm an order exceeding the Available Credit Balance.
11) Request Credit Approval, with a pop-up asking for confirmation.
12) "Create Invoice" button becomes visible after approval, allowing the sales order to proceed to invoicing.
Setup Instructions
- Install the module from Apps menu.
- Go to Sales → Configuration → Settings.
- Enable "Customer Credit Control".
- Assign Credit Authorization Role.
- Start validating sales orders automatically.
FAQ
Who can approve credit requests?
Only users assigned to the Credit Approval security group.
Does this affect standard Odoo workflow?
No. It enhances validation without breaking core Sales logic.
Does this module support Community edition?
Yes. Fully compatible with Community.
Release Notes
- Initial Release for Odoo 19
- Customer Credit Control Validation
- Approval Workflow with Wizard
- Role-Based Access Control
Need Help or Customization?
CorZenX Technology provides professional Odoo customization, module development, implementation and dedicated technical support services tailored to your business needs.
Contact Supporthello@corzenx.com
Our Services
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