Customer Credit Limit management in Odoo
In Business, A customer credit limit defines the basic amount of credit that you are allow to a customer without the completing the approval process. by Carefully analysis it will minimize the risk and maximize the revenue into the business and on other side will helpful to salesman to to grow sales process and certain limits for credit approvals.
In odoo , we come with proper solution to set credit limit on customer screen and raise some alert for sales man when outstanding invoice will more the credit limit and send mail notification to sale manager or who having authority to process credit sale orders in odoo.
odoo Custom module name : dev_customer_credit_limit for all odoo version
How customer credit limit work in odoo ?
Once customer credit module installed then few fields will be show on customer screen accounting tab in odoo.
The field will be :
Credit limit on hold , check credit and credit limit.
Set up credit limit on customer screen and mark flag to check credit of customer .
Exceeded Credit Limit
After confirm sale order if outstanding invoice and process sale orders amount exceeded the credit limit the below credit limit will appear on screen which highlight customer pending sale orders, customer outstanding invoices and how much exceeded amount from credit limit.
Sale order will goes into credit approval state after exceeded amount of customer credit limit and the authorize sales manager who having a rights to confirm the credit sale orders will notify by mail for credit sale order.
Once you select customer as credit limit on hold then after when you create sale order and select customer then system will give alert credit limit on hold message.
When You click the confirm button of the Credit limit Window then sales manager notify the email for confirm the credit sale order.
You want to See Credit limit Sale order from here.
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