Credit Limit Warning During Sales Order Confirmation

by
Odoo

53.81

v 8.0 v 9.0 v 10.0 v 11.0 Third Party 24
Technical Name customers_credit_limit
LicenseOPL-1
Websitehttp://www.optima.co.ke
Also available in version v 8.0 v 9.0 v 10.0 v 11.0
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Technical Name customers_credit_limit
LicenseOPL-1
Websitehttp://www.optima.co.ke
Also available in version v 8.0 v 9.0 v 10.0 v 11.0

Enforce Credit Limit When Confirming Sales Orders For Your Customers

Use this App to enforce credit limit on sales orders. Get a pop-up alert when credit limit is exceeded

A Pop-up Alert

For a customer whose credit limit will be exceeded by confirming a sales order, you will receive a pop with a warning of credit limit and also other details related to the previous sales to the same customer. The warning will display the amount by which the credit limit you had previously set will be exceeded.

Previous Sales Info

The Pop-up alert will also display a summary of previous credit sales already allowed. If there is any pending invoice to be paid or a previous confirmed sales order, this info will be shown in a summary form to help you make a decision whether to confirm the current sales order or not.

Option to Confirm the Order

The App will as well give you an option to go ahead and confirm the sales Order if you deem it's right to do so despite the warning.This option will be necessary if you are satisfied and convinced beyond doubt that exceeding the credit limit will do no harm to your sales plan

Include/Exclude Taxes?

If you dont want to factor in taxes when determining whether a credit limit has been passed, This app will give you a check box to tick if you dont want to factor in taxes in calculation. If taxes are not included, that means the credit limit you are setting per customer is tax exclusive.

Example: Credit Limit Warning

Example: Include/Exclude Tax

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world

Documentation

Installation

This Module is a standard Odoo Module. Once you purchase it, please follow the following steps to install it:

  • A download link will be given once you purchase this module.
  • You need to extract the downloaded file into Odoo 'addons' directory where all other modules are kept or you can put it anywhere else depending on your Odoo Configuration
  • It may not be necessary to restart Odoo at this stage, but it is highly recommended.
  • Enable developer mode/Debug Mode and go to Apps menu. Click on Updates Apps list for the new module to appear on the list of Apps.
  • Search for customers_credit_limit in the Apps list and then click on Install button and wait for it to finish

Configuration

Please refer to Module Description page for illustrated steps on how to configure

Compatibility

  • Fully Supports Odoo Version 10.0 Community and Enterprise Editions
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).

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by depending on it, importing it and using its resources), but without copying
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LGPL, MIT, or proprietary licenses similar to this one).

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