$ 26.10
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
customer_credit_control
|
| License | OPL-1 |
| Technical Name |
customer_credit_control
|
| License | OPL-1 |
Introduction
The Customer Credit Control module for Odoo enables businesses to effectively manage customer credit by setting individual credit limits. This module ensures that customers do not exceed their credit thresholds, thereby mitigating financial risks and maintaining healthy cash flow. By automating credit checks and approval workflows, it streamlines the sales process and enhances financial oversight.
Key Features
Set individual credit limits for each customer.
Automatically checks if a customer's outstanding dues exceed their credit limit during sales order confirmation.
Displays a warning popup with details of the customer's previous dues when the credit limit is exceeded.
Requires admin or manager approval for orders that surpass the credit limit.
Sends email notifications to managers for credit limit approval requests.
Logs all approval activities in the Odoo chatter for transparency.
Places customers on credit hold if their outstanding dues exceed the credit limit, preventing further orders until cleared.
Benefits
Mitigates financial risks by preventing customers from exceeding their credit limits.
Automates credit checks and approval workflows, saving time and reducing manual errors.
Enhances cash flow management by ensuring timely payments.
Provides transparency and accountability through detailed logging of approval activities.
Improves customer relationship management by setting clear credit policies.
Compatibility & Technical Details
Required Modules: Invoicing (account), Sales (sale_management), Discuss (mail)
License: Odoo Proprietary License v1.0
Technical Name: dev_customer_credit_control
Installation Steps:
Install the module via the Odoo Apps interface.
Configure credit limits for customers in their respective profiles.
Enable credit limit checks during sales order confirmations in the module settings.
Set up email notifications for credit limit approval requests in the Discuss module settings.
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.