$ 33.12
| Required Apps |
•
Invoicing (account)
• Discuss (mail) |
| Technical Name |
odoo_customer_credit_limit
|
| License | OPL-1 |
| Technical Name |
odoo_customer_credit_limit
|
| License | OPL-1 |
Introduction
The Odoo Customer Credit Limit module is a vital tool for businesses seeking to manage financial risks and maintain a healthy cash flow. This module empowers you to set and enforce credit limits for your customers, preventing them from accumulating excessive debt and reducing the likelihood of bad debts. By integrating seamlessly with Odoo's accounting and sales modules, it provides a comprehensive solution for effective credit control, allowing you to make informed decisions and foster strong, sustainable customer relationships.
Key Features
Set customizable credit limits for individual customers based on their creditworthiness.
Receive automated alerts and notifications when a customer approaches or exceeds their credit limit.
Block sales orders automatically for customers who have exceeded their credit limit.
Integrate credit management with your accounting and sales workflows for a unified process.
Track outstanding invoices and monitor customer payment behavior with comprehensive receivables management tools.
Define flexible payment terms to suit the needs of your business and your customers.
Generate detailed reports on credit usage and customer payment performance.
Configure approval workflows for orders that exceed the established credit limit.
Benefits
Minimize the risk of bad debts and improve your company's financial stability.
Optimize cash flow by ensuring timely payments and controlling your accounts receivable.
Enhance customer relationships by offering clear and consistent credit policies.
Automate credit management processes to reduce manual effort and minimize errors.
Make data-driven decisions with real-time insights into customer credit and payment behavior.
Streamline your sales process by integrating credit checks directly into your order workflow.
Improve financial performance by reducing the costs associated with debt collection.
Compatibility & Technical Details
Required Modules: Sales (sale), Invoicing (account), Discuss (mail)
License: OPL-1
Technical Name: odoo_customer_credit_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 "Odoo 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.