| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 273 |
| Technical Name |
sf_customer_inventory_audit |
| License | LGPL-3 |
| Website | https://www.squadfocus.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Discuss (mail)
• Invoicing (account) |
| Lines of code | 273 |
| Technical Name |
sf_customer_inventory_audit |
| License | LGPL-3 |
| Website | https://www.squadfocus.com |
| Versions | 18.0 19.0 |
Customer Inventory Audit
Automated Inventory Audit for Customers with Unpaid Invoices
This module automatically triggers a customer inventory audit when an invoice remains unpaid beyond a configurable number of days (system parameter). It checks the customerâs previously sold products, sends audit reminders, and helps maintain accurate inventory accountability.
KEY FEATURES
- Audit triggered only when invoices remain unpaid for X days (configurable through system parameters).
- Automatically identifies products sold to the customer and prepares audit details.
- Cron job to check overdue invoices and trigger audits.
- Adds dedicated audit tracking fields on the customer form.
- Option to stop audit for selected customers (visible only to Salesperson Managers).
- Helps maintain transparent and accurate customer inventory accountability.
- User-friendly customer view with audit status, last audit date, and next audit date.
Module Screenshots
Set the number of days for unpaid invoice checks using the system parameter.
Sales Manager can enable or disable the âCustomer Feedback Requiredâ option for specific customers (hidden from Salespersons).
View invoice that have remained unpaid for more than the configured number of days.
View automatically created audit records for customers with overdue invoices. If the audit is not confirmed within 5 days, the system sends a reminder. If still not confirmed after 10 days, a reminder is sent to the Sales Manager.
If the customer does not pay the invoice by the next audit date, a second audit is automatically triggered.
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