APPS
Customer Credit Limit on Sales 17.0

Customer Credit Limit on Sales

$ 32.45 $ 32.45

v 17.0 0

Technical name	odoo_customer_credit_limit
License	LGPL-3
Website	http://www.probuse.com

Description
License

Customer Credit Limit on Sales Order Process

Sales Order with Customer Credit Limit Odoo App

This app allows you to manage the credit limit of your customer and restrict confirmation of sales orders if customers reached credit limits. So allow your Sales Manager to configure different credit limit rules/policies your company Management has decided. The credit limit can be set on the customer form based on rules selected by customer.

Main Features :

Allow sales manager to create and manage credit limit rules under configuration.
Allow the sales team/user to set the credit limit rule on the customer form.
The credit limit will be compared using the customer receivable amount or customer receivable amount till the number of days you have set on the rule. (See Credit Limit Formula).
You are allowed to have products and categories set on the credit limit rule so when that product and category comes on sales order then only the credit limit will apply If you do not set Product and Product Category on the credit limit rule then the system will apply credit limit formula on all Sales Order Lines.
For more details see the video and check the below screenshots.

Available Option On Credit Limit Rules :

Receivable Amount of Customer will consider Customer's Receivable amount till date and it does not consider due dates of invoices.
Due Amount Till Days will consider Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example, if Quote Date is = 13 Oct 2021 and Days = 10 then the system will consider the due amount from all unpaid invoices till 23 Oct 2021.

Menus Available:

Sales
- Configuration
  - Credit Limit Rules

Edition Compatibility:

Enterprise Odoo.sh Community

Credit Limit Rules Configuration Menu

Credit Limit Rule

Option 1 : Create Credit Limit Rule with Due Amount Till Days

Select Credit Limit Formula for the Credit Limit Rule.

- Receivable Amount of Customer will consider Customer's Receivable amount till date and it does not consider due dates of invoices.
- Due Amount Till Days will consider Customer's Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example, if Quote Date is = 13 Oct 2021 and Days = 10 then the system will consider the due amount from all unpaid invoices till 23 Oct 2021.

List view of Credit Limit Rules.

Customer Form - Credit Limit Setup

Select Credit Limit Rule

The system will automatically set the Credit Limit From the Credit Limit Rule.

Previous unpaid Invoices price/credit of Customer (Odoo Standard)

Create Quotation (Odoo Standard)

Create Sales Quotation under Credit Limit Rules

Option 2: Credit Limit Rules Configuration with Receivable Amount of Customer Setup

Customer Form (Odoo standard) - Credit Limit Setup

Select Credit Limit Rule

System will automatic set Credit Limit From the Credit Limit Rule.

Previous unpaid Invoices price/credit of Customer (Odoo standard)

Create Sales Quotation - Odoo standard

Create Sales Quotation under Credit Limit Rules

Skip Credit Limit Validation

Customer Form View [Odoo Standard] - Credit Limit Setup

Sales Quotation (Odoo Standard) with Skip Credit Limit Validation

Sales Quotation (Odoo Standard) Forcefully Done using Skip Validation Option

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: [email protected]
Website: www.probuse.com
Skype: mustufa_probuse

Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.

Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.

Our Services

Odoo Implementation

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Odoo Migration

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