Real-Time Customer Credit Limit Validation
by Atharva System https://www.atharvasystem.com/odoo-development$ 56.87
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 150 |
| Technical Name |
customer_credit_limit_validation |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
eCommerce (website_sale)
• Website (website) • Discuss (mail) • Invoicing (account) |
| Lines of code | 150 |
| Technical Name |
customer_credit_limit_validation |
| License | OPL-1 |
| Website | https://www.atharvasystem.com/odoo-development |
Real-Time Customer Credit Limit
Validation
Take absolute control of outstanding balances. Seamlessly prevent backend sales order confirmations as well as frontend eCommerce checkouts and customer portal payments when credit limits are breached.
Key
Features
Hard Confirmation Blocks
Set customers to "Prevent" action mode to instantly block backend sales representatives from confirming orders once the limit is breached.
eCommerce Cart Lockouts
Bypasses and suppresses online payment options on the eCommerce storefront, restricting customers with exceeded credit limits from checking out.
Granular Partner Controls
Configure persistent settings and custom limits individually on each partner's profile page, avoiding globally restrictive business constraints.
Customer Portal Security
Ensures transaction post-processing and portal invoice pay-now options are actively guarded, preventing portal-side payment validation loops.
Suppressed Warning Banners
Suppresses Odoo's native and redundant backend credit limit banners when the feature is turned off for specific clients, ensuring a clean UI/UX.
Multiple Action Modes
Seamlessly choose between classic Odoo "Warning" modes or strict blocking "Prevent" options depending on each client's reliability profile.
How It
Works
Install &
Activate
the Module
Install the Real-Time Customer Credit Limit Validation module from the Apps menu. The module seamlessly hooks into your existing Sales, Accounting, Website, and Portal dependencies.
Enable
Sales Credit
Limits
Navigate to Accounting -> Configuration -> Settings. Scroll to the Credit Limits block
Set Partner
Credit Limits
Open any Contact and click the Invoicing tab. Enable the Partner Limit checkbox, set the absolute credit limit amount, and choose the Credit Limit Action (Warning or Prevent).
View Real-Time
Credit Warnings
When drafting backend Sales Orders, Odoo dynamically tracks totals. If a customer's limit is exceeded, an warning banner displays at the top, notifying representatives before submission.
Strict backend
Order Blocks
If the credit action is set to Prevent, clicking "Confirm" triggers an immediate pop-up error block. The order cannot transition to a verified Sales Order until outstanding invoices are settled.
Strict frontend
eCommerce Blocks
When shopping online, customer credit limits are fully checked in real-time. If the limit is exceeded and the credit action is set to Prevent, confirming the web order is strictly blocked, stopping the transaction before invoicing.
Automated Portal &
eCommerce Guardrails
On the public storefront or customer portal, transaction paths are locked. If the credit limit action is set to Prevent, Odoo disables the "Pay Now" option and displays an informative warning banner on the portal and cart, instructing the customer to credit limit has been exceeded.
Workflow
Highlights
Confirmation Blocker
Strict validation stops Sales Orders from being confirmed in the backend whenever a client crosses their persistent boundary.
eCommerce Protection
Prevents customers from checking out or making payment attempts online, displaying a friendly prompt asking them to pay down arrears.
Partner Configurations
Enable specific controls per customer so that high-risk partners are blocked, while regular accounts receive friendly notifications.
Clean Interface Layout
Suppresses native Odoo warning alerts for customers that are exempted, preventing annoying system banners for authorized transactions.
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Atharva System
Delivering high-quality Odoo solutions and productivity tools.
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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