$ 23.43
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
sh_sale_credit_limit_adv
|
| License | OPL-1 |
| Technical Name |
sh_sale_credit_limit_adv
|
| License | OPL-1 |
Introduction
The Advanced Credit Limit Management module for Odoo provides businesses with robust tools to define and enforce credit limits for customers. It helps companies safeguard cash flow and reduce financial risk by ensuring that sales orders are validated against pre-set credit thresholds.
Key Features
Assign specific credit limits for each customer.
Automatically check sales orders against assigned credit limits.
Display warnings when customer orders exceed their credit limit.
Send notifications to sales managers or responsible users for approval.
Record manager explanations when orders are refused due to exceeded credit limits.
Seamlessly integrate with Odoo’s Sales and Invoicing workflow.
Benefits
Stronger financial control: Prevents customers from exceeding their credit allowance.
Improved accountability: Managers must justify refusals, creating clear audit trails.
Streamlined approvals: Notifications ensure timely actions by responsible staff.
Risk reduction: Helps reduce bad debt and ensures stable business cash flow.
Compatibility & Technical Details
Technical Name: sh_sale_credit_limit_adv.
Dependencies: Works with Odoo Sales and Invoicing applications.
License: Odoo Proprietary License (OPL-1).
Installation: Install as a standard Odoo module, configure credit limits per customer, and activate notifications.
Support & Updates: Comes with ongoing support and regular updates under the terms of the module license.
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.