$ 13.95
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
sh_sale_credit_limit
|
| License | OPL-1 |
| Also available in version | 16.0 14.0 |
ntroduction
The Sales Credit Limit Enforcement module for Odoo allows businesses to manage customer credit risk by defining credit thresholds. Sales orders are automatically held when customers exceed their assigned credit limit, ensuring tighter financial control and reducing exposure to unpaid invoices.
Key Features
Define credit limit values for each customer.
Automatically place sales orders on hold when credit limits are exceeded.
Flexible approval workflow: send alerts to all approvers, sales teams, or selected users.
Display popup notifications when users attempt to confirm orders over the limit.
Dedicated menu for managing and reviewing held sales orders.
Benefits
Improved financial security: Prevents customers with overdue balances from placing new orders.
Streamlined approvals: Ensures quick decision-making with automated alerts.
Reduced risk: Helps avoid bad debt by enforcing strict credit policies.
Transparency and control: Clear approval and hold mechanisms provide accountability and audit trails.
Compatibility & Technical Details
Technical Name: sh_sale_credit_limit.
Dependencies: Compatible with Odoo Sales, Invoicing, and Messaging modules.
License: Odoo Proprietary License (OPL-1).
Installation & Usage: Install as a standard Odoo module, configure credit thresholds per customer, and set approval preferences for notifications.
Support & Updates: Regular updates and support available under the module’s license terms.
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.