$ 5.43
| Required Apps |
•
Inventory (stock)
• Invoicing (account) • Sales (sale_management) • Discuss (mail) |
| Technical Name |
bi_customer_limit
|
| License | OPL-1 |
| Technical Name |
bi_customer_limit
|
| License | OPL-1 |
Introduction
The Customer Credit Limit app for Odoo provides a comprehensive solution for managing customer credit and mitigating financial risks. This powerful tool allows you to set individual credit and blocking limits for each customer, ensuring that you maintain control over your accounts receivable. With automated email notifications and the ability to put customer accounts on hold, this app streamlines your credit management process, reduces the likelihood of bad debt, and helps you make informed decisions to protect your business's financial health.
Key Features
Set individual credit and blocking limits for each customer.
Automatically send email notifications to administrators when a customer exceeds their credit limit.
Place a customer's account on hold to prevent them from creating new sales orders.
Display credit limit and due amount information directly on the sales order.
Generate warning pop-ups when a customer's credit or blocking limit is exceeded.
Control the confirmation of sales orders for customers who have surpassed their credit limit.
Maintain a clear and accessible record of all credit-related activities and notifications.
Benefits
Minimize financial risk by preventing customers from accumulating excessive debt.
Improve cash flow by reducing the incidence of late or non-payment.
Enhance decision-making with real-time visibility into customer credit status.
Automate credit control processes to save time and reduce administrative overhead.
Strengthen customer relationships by establishing clear and transparent credit policies.
Increase sales efficiency by integrating credit checks into the order creation process.
Reduce the risk of bad debt and improve overall financial performance.
Compatibility & Technical Details
Required Modules: Sales (sale), Invoicing (account), Discuss (mail)
License: See License tab
Technical Name: bi_customer_limit
Installation:
Download the module from the Odoo Apps store.
Place the module in your Odoo addons directory.
Restart the Odoo server.
Activate developer mode.
Go to "Apps" and click on "Update Apps List".
Search for "Customer Credit Limit" and click "Install".
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.