| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 623 |
| Technical Name |
qwy_customer_ranking |
| License | OPL-1 |
| Website | https://qwysoft.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 623 |
| Technical Name |
qwy_customer_ranking |
| License | OPL-1 |
| Website | https://qwysoft.com/ |
Customer Ranking
Analyze invoice payment delays, visualize credit risk, and dynamically score your customers.
Key Features
Empower your team with automated customer credit risk metrics and real-time visualization tools.
Interactive Dashboard
A beautiful, real-time dashboard displaying key metrics like Average Payment Delay, percentage of Invoices paid On-Time, and outstanding balances.
Flexible Data Filtering
Easily filter dashboard metrics, lists, and graphs by custom date ranges or specific salespeople to analyze customer portfolio performance.
Overdue Aging Intervals
Aggregates outstanding collections into clear aging intervals (0-30 days, 31-60 days, and 60+ days) for focused collection planning.
Automatic Customer Rating
Dynamically computes customer priority/stars based on historical invoice payment delays, instantly showing client reliability on forms, lists, and kanban cards.
Smart Risk Category Tags
Automatically assigns visual category tags (Good Customer, Average Customer, Bad Customer) to customer profiles for quick credit risk segmentation.
Sales Warning Banners
Proactively warns sales representatives with an alert banner directly on Sales Orders for high-risk customers who have overdue outstanding invoices.
Compatibility
- Tested with Odoo 19.0
Interactive Analytics & Screenshots
Take control of your customer risk management with our fully interactive, real-time analytics dashboard and deep Odoo views integration.
Real-Time KPIs & Charts
Instantly view key metrics like Average Payment Delay, percentage of Invoices paid On-Time, and Total Outstanding amounts. Visual charts categorize payment timeliness and risk levels dynamically.
Date & Salesperson Filtering
Filter dashboard metrics and graphs by date range or a specific salesperson. Drill down into specific sales portfolios to analyze outstanding debts and credits.
Automatic Customer Rating
Customer rating/stars are automatically calculated and shown in partner forms, lists, and kanban views. This allows teams to instantly gauge customer reliability at a glance.
Smart Risk Category Tags
Automatically assigns visual category tags (e.g., Good Customer, Average Customer, Bad Customer) to customer profiles so billing and sales teams can easily segment account risks.
Overdue Outstanding Balance Warning
A native alert banner displays warnings directly on Sales Orders for customers who have overdue outstanding invoices, reminding team members of outstanding debts.
Overdue Aging Intervals
Aggregates outstanding collections into 0-30 days, 31-60 days, and 60+ days intervals so that sales teams can understand overdue severity before committing new sales.
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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