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  1. APPS
  2. Sales
  3. Customer Credit Limit | Customer Credit | Credit Management v 19.0
  4. Sales Conditions FAQ

Customer Credit Limit | Customer Credit | Credit Management

by DevIntelle Consulting Service Pvt.Ltd https://www.devintellecs.com
Odoo

$ 52.74

v 19.0 Third Party 232
Apps purchases are linked to your Odoo account, please sign in or sign up first.
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 370
Technical Name dev_customer_credit_limit
LicenseLGPL-3
Websitehttps://www.devintellecs.com
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Invoicing (account)
• Sales (sale_management)
• Discuss (mail)
Lines of code 370
Technical Name dev_customer_credit_limit
LicenseLGPL-3
Websitehttps://www.devintellecs.com
Versions 8.0 9.0 10.0 11.0 12.0 13.0 14.0 15.0 16.0 17.0 18.0 19.0

Customer Credit Limit

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Customer Credit Limit Odoo app helps manage and monitor customer credit limits when confirming sale orders. This app allows you to set a credit limit for each customer, ensuring that sales orders do not exceed their assigned credit limit. When a customer’s credit limit is reached, the app notifies the sales manager for review before confirming the sale quotation.

As you create sales orders, invoices, and payments, the app continuously tracks and displays each customer’s credit usage. If a customer’s credit limit is exceeded, it will prevent further order confirmation until payment is made or the limit is adjusted. This tool provides businesses with a reliable way to manage customer credit responsibly, reducing the risk of overdue payments and helping maintain financial stability.

Community Enterprise Odoo.sh

Features

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  • Set credit limits for each customer to manage sales responsibly.
  • Notify the sales manager for review when a sale order exceeds the customer’s credit limit.
  • Display the customer’s current credit usage on their profile.
  • Track credit usage as new sales orders, invoices, and payments are created.
  • Prevent further order confirmation if the customer’s credit limit is exceeded until payment is made or the limit is adjusted.
  • Setup
  • Releases
  • FAQs
  • Support

Credit Limit On Customer

Loan Management Workflow

Create sale order

Loan Management Workflow

Created invoice/payment

Loan Management Workflow

Second create order of same customer

Loan Management Workflow

without payment created only invoice

Loan Management Workflow

Third create order of same customer

Loan Management Workflow

Exceeded Customer Credit Limit

Loan Management Workflow

Display Customer Credit Limit

Loan Management Workflow

Notify the Sales Manager

Loan Management Workflow

Version 1.0 | Released on : 11th November 2024

Initial Release.
  • Is this app compatible with Odoo Enterprise?
    • Yes, our app works with Odoo Enterprise as well as Community.
  • If need of customization in this app, How can i contact ?
    • Please contact us on odoo@devintellecs.com
  • Do i get free support?
    • Yes, you will get free support for 90days.
  • Do i get free updates?
    • Yes, you will get free updates for lifetime.
  • Do i have to buy this module for each version ?
    • Yes, you have to buy this module for each version.

Support

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support
DevIntelle will provide FREE 90 days support for any doubt, queries, and bug fixing (excluding data recovery) or any type of issues related to this app. This is applicable from the date of purchase.

Why Us?

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logo
DevIntelle Consulting Services Pvt Ltd is an Odoo service provider India/USA based consulting company with 12+ years of experience. We provide a wide range of services, including implementation, customization, migration, support, and training. Devintellecs experienced team of Odoo can help you get the most out of your Odoo ERP system and achieve your business goals.
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Connect Us

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+91 87805 43446
@devintelle
odoo@devintellecs.com
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Devintelle Consulting Services
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