Sale Orders Import Auto Validate With Credit Validation
by Serpent Consulting Services Pvt. Ltd. https://www.serpentcs.com
Odoo
$ 30.28
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 249 |
| Technical Name |
sale_import_credit_validation |
| License | AGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 17.0 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Community Apps Dependencies | Show |
| Lines of code | 249 |
| Technical Name |
sale_import_credit_validation |
| License | AGPL-3 |
| Website | https://www.serpentcs.com |
| Versions | 17.0 18.0 19.0 |
Sale Order Import Auto Validation with Credit Limit Check
This module automatically validates customer credit limits for Sale Orders created through Odoo import. When the company option for auto-confirmation is enabled, imported Sale Orders are checked against the partner’s credit limit before confirmation. Orders that pass the validation are confirmed automatically, while orders that fail remain in draft and are marked with a skip reason for easy review.
Features
Screenshots
User Guide
FAQs
Highlighted Features
Imported Sale Order Detection
Automatically identifies and marks Sale Orders created through Odoo’s standard import process for better tracking.
Auto Confirmation with Credit Validation
Tries to auto-confirm imported Sale Orders only after validating the customer’s credit limit.
Skip and Hold Over-Credit Orders
Keeps imported orders in draft when the credit check fails and prevents invalid auto-confirmation.
Skip Reason and Easy Tracking
Stores the reason for skipped confirmation and adds filters to quickly review imported and skipped orders.
Detailed Features
Automatic Detection of Imported Sale Orders
The module automatically detects Sale Orders created through Odoo’s default import functionality and marks them as imported. This helps users clearly differentiate imported orders from manually created ones and improves order tracking.
Company-Level Auto Confirmation Setting
A dedicated company setting allows businesses to decide whether imported Sale Orders should be automatically confirmed. This gives flexibility to control the import workflow based on company-specific sales and credit policies.
Credit Limit Validation Before Confirmation
Before confirming an imported Sale Order, the system checks the customer’s credit status using the existing partner credit limit rules. This ensures that only eligible orders are confirmed and helps reduce the risk of approving orders for over-credit customers.
Draft Retention for Failed Credit Validation
If the customer fails the credit limit check, the imported Sale Order is not confirmed automatically. Instead, it remains in draft state so the sales team can review it manually and take the appropriate action.
Skip Reason Tracking and Better Visibility
When an imported order is skipped due to credit validation failure, the module stores the skip reason directly on the Sale Order. It also adds filters and visibility options so users can quickly find imported orders and review skipped records from the Sales menu.
Screenshots
Customer Credit Limit & "Allow Over Credit" Setting
This is the partner (customer) configuration form. Under the Sales & Purchase tab, you'll find the Credit Limits section.
- Partner Limit: The maximum credit amount allowed for this customer (e.g., $1,000).
- Allow Over Credit:
- Checked (True) → If credit limit is exceeded, only a warning appears, but the sale order can still be confirmed.
- Unchecked (False) → If credit limit is exceeded, an error blocks confirmation.
Sale Order Auto-Confirm on Import – Company Setting
This setting is found under Settings → General Settings.
- Option name: Sale Order Confirm on Import
- When enabled, any sale order created via import will be automatically validated / confirmed, but only if it passes the credit limit check.
How the module works:
- Check customer's credit limit & Allow Over Credit flag.
- If Allow Over Credit = True → Confirm the order.
- If Allow Over Credit = False and limit is exceeded → Order stays in Draft, and is marked as Skipped Import for review.
Sample Import Data – Multiple Order Lines
This screenshot shows the Excel/CSV file being imported.
It contains:
- Customer: Rajesh Patel
- Salesperson: Mitchell Admin
- Multiple products with Quantity & Unit Price
The import will create a Quotation / Sale Order.
If auto-confirm is enabled and Allow Over Credit = True, this order will be confirmed automatically on import, even if total exceeds the credit limit (only warning).
Importing Sale Orders via Spreadsheet
From the Quotations list view, you click Import Records → Spreadsheet to upload your file.
After mapping columns (Customer, Product, Quantity, Unit Price), you proceed with import.
Field Mapping – Import Preview
This shows the mapping between:
- Excel columns → Odoo fields
- Example: Order Lines/Product → Order Lines / Product
If everything looks valid, you click Import.
Quotations List – Before/After Import
This is the main list of quotations & sales orders.
- After import, you'll see new records created.
- If auto-confirm fails due to credit limit (and Allow Over Credit = False), the order stays as Quotation (Draft) with a note.
Imported Order – Import Details Tab
Shows two flags: Is Imported Order? and Skipped to Confirm?
- Is Imported Order? → Checked if order was created via import.
- Skipped to Confirm? → Checked when credit limit fails AND Allow Over Credit = False.
You set Allow Over Credit = True, so Skipped to Confirm? will NOT be checked – order confirms automatically.
Quotations List View – Import Filters
Filters available in the search dropdown:
- Imported Orders → Shows all orders created via import.
- Skipped Imported Orders → Shows only orders that failed credit limit check and were skipped.
Since you set Allow Over Credit = True, your order will appear in Imported Orders but NOT in Skipped Imported Orders.
User Guide
Enable Sales Credit Limit
Go to Settings → Invoicing → Customer Invoices.
- Sales Credit Limit – Turn this ON to check customer credit limits on sale orders and invoices.
- Default Credit Limit – Set a default limit (e.g., $1000). You can change it per customer later.
Once enabled, open any Customer form → Invoicing → you will see:
- Partner Limit (credit limit for that customer)
- Allow Over Credit (allow or block orders above limit)
This works with your Sale Order Import Auto Validation module.
FAQ
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No, third-party apps can not be used on Odoo Online. Unfortunately, Odoo SaaS blocks such a possibility.
In many cases, yes. We offer Demo videos, Screenshots, Live demo links (for selected apps) If you need a personalized demo, you can contact our support team.
We request you contact our team via contact@serpentcs.com to discuss the features and customization required so that we can provide you assistance with your request.
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