Introduction

This module introduces robust credit control within the point-of-sale system, enabling businesses to assign a specific credit limit to each customer. When an order exceeds that limit, it is automatically placed on hold, requiring approval from a user with the appropriate permission. This enhances financial discipline and ensures that credit sales are carefully monitored and managed.

Key Features

• Set individual credit limits for customers directly within POS operations

• Automatically hold orders that exceed the defined credit limit

• Separate permission group to allow only authorized users (e.g., managers) to approve held orders

• Alert cashiers in real-time when an order triggers the credit threshold

• Maintain clear operational flow with controlled handling of over-limit transactions

Benefits

• Safeguards financial risk by preventing unauthorized credit extensions

• Supports controlled sales management with structured approval processes

• Enhances oversight by restricting clearance of held orders to authorized personnel

• Improves transparency in POS workflows with clear handling of limit-based holds

• Promotes fiscal responsibility and customer-level credit monitoring

Compatibility & Technical Details

• Technical Name: sh_pos_credit_approval_limit

• Required Modules: Point of Sale, Discuss (Mail), Inventory (Stock), Invoicing (Account)

• License: OPL-1 (Odoo Proprietary License)

• Installation Steps:

  1. Ensure foundational modules (Point of Sale, Discuss, Inventory, Invoicing) are installed.

  2. Install the sh_pos_credit_approval_limit module to enable credit limit enforcement and structured approval management.