| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 205 |
| Technical Name |
saj_sales_credit_limit_with_approval |
| License | OPL-1 |
| Website | https://shakilahammed.odoo.com/ |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 205 |
| Technical Name |
saj_sales_credit_limit_with_approval |
| License | OPL-1 |
| Website | https://shakilahammed.odoo.com/ |
Customer Credit Limit Management for Sales
Efficiently manage customer credit exposure and minimize financial risk with
a fully integrated Credit Limit Control System for Sales Orders and Quotations.
The module provides real-time credit validation, approval workflows,
and role-based access controlâensuring financial discipline without
slowing down sales operations.
--- Customer-wise Credit Limit Configuration
Define and manage individual credit limits for each customer.
--- Role-Based Credit Limit Access Control
Restrict configuration and approval actions based on user roles.
--- Automatic Sales Order Blocking
Automatically block orders when customer credit limits are exceeded.
--- Credit Validation at Draft Stage
Validate customer credit balance and order value before confirmation.
--- Credit Limit Approval Workflow
Enable structured approval for orders exceeding credit limits.
--- Real-Time Credit Check
Ensure instant and accurate credit availability checks.
--- User-Level Access Controls
Control who can approve, reject, or override credit restrictions.
--- Sales Order Confirmation After Approval
Sales orders can only be confirmed after successful credit approval.
My Services
Odoo Implementation
Streamline operations and improve productivity with professional Odoo ERP implementation tailored to your business processes.
Contact: shakilahammed.odoo.com/contactus
Odoo Customization
Customize Odoo modules and extend functionality to perfectly match your operational requirements.
Contact: shakilahammed.odoo.com/contactus
Need Help with Customization?
We provide full support and customization services for this module.
Contact me: shakilahammed.odoo.com/contactus
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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