| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1172 |
| Technical Name |
us_customer_credit_application_trade_reference |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 1172 |
| Technical Name |
us_customer_credit_application_trade_reference |
| License | OPL-1 |
| Website | https://pokutsoft.com |
| Versions | 18.0 19.0 |
US Customer Credit
Customer credit-application workflow with trade and bank references, BYOK credit score and a transparent limit-recommendation engine.
Customer credit-application workflow with trade and bank references, BYOK credit score and a transparent limit-recommendation engine.
Key Features
Credit application record — applicant legal name, DBA,
Credit application record — applicant legal name, DBA, EIN / Tax ID, D-U-N-S number, entity type, years in business, reported annual revenue, billing and contact details and the requested credit limit, all on one form.
Submit -> Review -> Approve / Reject state
Submit -> Review -> Approve / Reject state machine — a clean, auditable workflow. Each transition is guarded; a rejection always captures a reason and an approval always records who decided and when.
Trade references — for each supplier reference you
Trade references — for each supplier reference you capture the company, contact, account-open date, reported high credit, the payment terms granted and the average days beyond terms (DBT). The application aggregates these into an average-DB
Bank references — bank name, contact, account type,
Bank references — bank name, contact, account type, average balance band and years on file, with a simple standing classification.
Bring-your-own credit score (BYOK) — type in the
Bring-your-own credit score (BYOK) — type in the Dun & Bradstreet PAYDEX or Experian Intelliscore you pulled yourself. No external API is ever called, nothing is transmitted, no data-provider contract is required.
Transparent limit-recommendation engine — a documented formu
Transparent limit-recommendation engine — a documented formula turns the reference history and the score into a suggested credit limit, with the full step-by-step breakdown written into the application so the decision is explainable and aud
Partner update on approval — approving the application
Partner update on approval — approving the application writes the approved credit limit onto the customer (res.partner.credit_limit) and stamps the decision, so Sales and Accounting immediately see the agreed exposure.
Screenshots
Credit Applications
Bank References
Trade References
Why Choose This Module
Onboard new commercial customers the way a real credit department does — with a structured credit application, verifiable trade and bank references, a self-supplied credit score, and a documented approve / reject decision that writes the agreed limit straight onto the customer record.
Specifications
- Compatible: Odoo 18.0 / 19.0
- License: OPL-1
- Languages: 35+
- Author: Pokutsoft
- Dependencies: account
- Support: support@pokutsoft.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.
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