| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 444 |
| Technical Name |
custom_preview_balance |
| License | OPL-1 |
| Website | https://ebitdasolutions.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 444 |
| Technical Name |
custom_preview_balance |
| License | OPL-1 |
| Website | https://ebitdasolutions.com/ |
Enhancing Sales Decisions with Custom Preview Balance
The Custom Preview Balance module empowers businesses with instant visibility of customer balances during sales transactions. It helps sales teams make informed decisions by displaying outstanding amounts in real time. By integrating directly into the quotation and order process, it reduces financial risk and improves transparency. This smart enhancement ensures smoother operations, better cash flow management, and more confident customer dealings.
KEY HIGHLIGHTS
Real-Time Balance Visibility
Instantly view customer outstanding balances during quotations and sales orders.
Improved Financial Decision-Making
Helps sales teams assess credit status before confirming orders.
Seamless Workflow Integration
Works directly within the Sales module without disrupting existing processes.
Enhanced Risk Control
Reduces chances of approving orders for customers with overdue payments.
Custom Preview Balance Module
Display real-time customer balance insights directly within sales and accounting workflows for smarter decision-making.
Smart Sales Quotation Management
Create, manage, and convert professional quotations into confirmed sales orders with speed and accuracy.
Automatic Balance Preview Display
Lightweight & Efficient Module
Sales Screen Integration
Improved Cash Flow Monitoring
Release 19.0.1.0
Initial ReleaseRelated Modules
Our Services
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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