Customer Credit Limit Ucs
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Overview
Automatically blocks order confirmation when a customer exceeds their credit limit. It displays a detailed popup showing all unpaid invoices and pending orders for full visibility. Salespeople can send instant approval requests to managers, who can then confirm the order and trigger an automatic notification email back to the user.
Features
Automatically opens a wizard if the order exceeds the customer's limit.
View all pending invoices and uninvoiced sale orders directly in the popup
One-click to send an 'Exceed Limit' email request to the manager
Restricts confirmation to managers only for orders over the limit.
All request and approval emails are logged in the Chatter for future reference.
Screenshots
Contacts -> Customers -> Sales & Purchase Tab -->Enable the 'Active Credit Limit' feature to start managing the customer's spending.
Switch to Demo User and create a new Quotation.
Create an Quotation with max credit limit, using customer which has credit limit setted.
Create invoice for that, but dont pay for now.
Create another Quotation with same Customer and click on Confirm.
A Pop-up will appear with exceed amount details. click on "Exceed limit" button to increase limit and confirm Quotation.
A messasge for Approval of increasing limit will be sent to manager.
Switch to Manager and click on Confirm..
Click on Approve and Confirm button to Accept request.
A message will appear in chatter after approving request..
Create 1 more Quotation with test customer.
In pending sale order tab, you can see that approved Order.
If user pay this amount then he can create order by staying in credit limit. Else he/she can again apply for exceeding limit.
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Related Products
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Inventory (stock) • Invoicing (account) • Sales (sale_management) |
| Lines of code | 416 |
| Technical Name |
customer_credit_limit_ucs |
| Website | https://uncannycs.com |
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