Odoo Development
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 496 |
| Technical Name |
wb_sale_customer_credit_limit |
| License | LGPL-3 |
| Website | https://wanbuffer.com |
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Sales (sale_management) • Discuss (mail) |
| Lines of code | 496 |
| Technical Name |
wb_sale_customer_credit_limit |
| License | LGPL-3 |
| Website | https://wanbuffer.com |
Days Free Support
365
Custom Apps
50+
Happy Customers
254+
Year Of Experience
7+
countries
20+
Industries Served
12+
Odoo Implementation
200+
Branches
4
Community
Enterprise
Odoo.sh
Sales Customer Credit Limit
This app helps you control customer credit limits directly from Sales Orders in Odoo. It automatically checks available credit, prevents over-credit sales, and introduces a secure approval workflow when limits are exceeded. Managers can review and approve credit requests using a dedicated wizard, ensuring better financial control while keeping the sales process smooth and efficient.
Features
1) Install the Module
Go to the Odoo Apps menu and
install the module.
2) Go to the sale module in Configurations in enable Customer Credit Limit:
3) Only administrators have access to the "SALE CREDIT LIMIT" option enable.
4) They can view the Credit Limit Menu in sales module.
5) Process for selecting users who are granted approval rights for credit limit exceedances.
6) Display of a zero credit limit when no credit limit is set for a customer.
7) Credit Limit for a Customer.
8) customerâs credit limit is visible in the Sales module.
9) Show the Credit Limit Approval button for authorized users when the customer exceeds the limit.
10) The validation error that occurs when a sales user tries to confirm an order exceeding the customerâs credit limit.
11) credit approval, with a pop-up asking for confirmation.
12) "Create Invoice" button becomes visible after approval, allowing the sales order to proceed to invoicing.
This app allows you to set and manage credit limits for customers, automatically checks sales orders against available credit, and provides an approval workflow for orders exceeding the limit.
Only users assigned to the designated approval group can approve or reject credit limit requests, ensuring secure and controlled access.
Absolutely. It works seamlessly with existing Sales, Customers, and Accounting modules without modifying the standard workflow.
Our Services
Odoo Customization
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