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Odoo Customer Credit Limit

ODOO 11 Compatible

Odoo Customer Credit Limit

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Odoo Customer Credit Limit: Put caps on the customers to internally monitor and regulate customers expenditure in your business with Odoo customer credit limit module. The module allows you to set a credit limit in Odoo for a customer. When the total expenditure for a capped customer exceeds the allocated credit limit, a warning popup shows up to the Odoo user. The credit limit for a customer is the sum of the total amount on the current sales quotation and unpaid payments from any previous orders. The only manager can approve such orders which exceed the credit limit for a customer.

$45.00

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Odoo Customer Credit LimitLong term success in business involves vigilance about the spendings. It is highly crucial to check and minimize the unpaid dues from the customers.

A quick solution is to regulate the spending of various customers in Odoo by putting a limit to their purchase amount. Odoo Customer Credit Limit Module allows you to set a credit limit for each customer in Odoo.

Once the credit limit is set, it prevents the total payment dues of the customer to exceed the assigned limit. It includes the sum of total purchase amount in the order being placed and the total outstanding payment from previous sales orders of the customer( if any).

If the total amount due exceeds the limit, the current sales quotation cannot be confirmed to sale order by the Odoo user.

An Odoo user, other than the manager cannot confirm the quotation which exceeds the credit limit allocated to the customer. The Odoo user needs to send the approval request mail to the corresponding manager.

The approval request is sent via mail to the assigned manager of the Odoo user. Such a quotation can only be confirmed when the manager approves the request.

Odoo Customer Credit Limit Features

  • The module facilitates putting spending limit for the customers in Odoo.
  • The Odoo admin can set a credit limit for any customer in the Odoo.
  • The credit limit offered is the sum of total outstanding payments from previous orders and total bill amount of the current sale quotation being placed for the customer.
  • If the total of previous dues and current quotation exceed the assigned credit limit, an Odoo user cannot convert the sale quotation to the sales order.
  • A pop up displays a detailed breakdown of the total due amount of the customer.
  • The Odoo user, other than the manager needs to send an approval request to his/her manager to confirm the quotation.
  • The request is sent to the respective manager via mail.
  • Once the request is confirmed, the Odoo user is notified via mail. Also, the confirmation message shows up in the Odoo chatter of the concerned order.

Dedicated Support For Odoo Customer Credit Limit Module

Webkul's dedicated support provides you with the customizations and troubleshooting solutions for your Odoo Customer Credit Limit Module.

For any query or issue please CREATE A TICKET HERE 

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