Partner Maximum Credit

by
Odoo

31.29

v 9.0 v 10.0 v 11.0 Third Party 4
Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name partner_maximum_credit
Websitehttp://www.olabs.be
Also available in version v 10.0 v 9.0
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Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name partner_maximum_credit
Websitehttp://www.olabs.be
Also available in version v 10.0 v 9.0

Partner Credit Maximum

Boost sales productivity

- A parameter "maximum outstanding" on the customer record (Visible and modifiable by account_manager).
- Visibility of the balance (maximun outstanding - total unpaid invoices) visible by everyone.
- When creating a quote, the user receive a warning that the customer has exceeded the limit of credit.
- Blocking the order except for the accountant.
- View the balance in the view list of clients.

Help and Support.


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