| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 922 |
| Technical Name |
gb_credit_limit_risk_hold |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 922 |
| Technical Name |
gb_credit_limit_risk_hold |
| License | OPL-1 |
| Website | https://gencbaris.com/odoo_plugins/ |
| Versions | 18.0 19.0 |
Credit Limit & Risk Hold
Per-customer credit limits, automatic sales-order holds and an exposure dashboard
Orders shipping to customers who are already over their credit limit is a silent cash drain. This module sets a per-customer credit limit, computes live exposure from open sales orders and unpaid invoices, and automatically blocks a sales order at confirmation when it would push the customer over the line — with a clear, audited override workflow for your credit controllers. No Enterprise credit-control add-on required.
Key Features
Per-Customer Limits
Set a credit limit, risk category and payment-behaviour score on each partner, with a toggle to block all orders for a high-risk account.
Live Exposure
Exposure = confirmed open sales orders + unpaid posted invoices, computed per customer and per company, with available credit and utilisation %.
Automatic Holds
When a sales order would push the customer over their limit, it is blocked at confirmation and a hold record is raised automatically.
Override Workflow
An authorised credit controller can release a held order with a logged reason; releases record who, when and why.
Audit Trail
Each hold keeps the requested amount, exposure and limit at the time of hold, the overshoot, and the full release history.
Credit Reviews
Periodic customer credit reviews with an ageing breakdown, recommended limit and category, and a decision workflow.
Screenshots
Credit Holds
Credit Reviews
Why Choose This Module
Exposure = confirmed open sales orders + unpaid posted invoices, computed per customer and per company, with available credit and utilisation %.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: LGPL-3
- Languages: 35+
- Author: Baris Genc
- Dependencies: sale_management, account
- Support: odoo@gencbaris.com
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.
Please log in to comment on this module