Sales Credit Limit

by

25.00 €

v 9.0 v 10.0 v 11.0 v 12.0 Third Party
Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name sh_sale_credit_limit
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0 v 10.0 v 9.0
You bought this module and need support? Click here!
Required Apps Sales Management (sale_management)
Invoicing Management (account_invoicing)
Technical Name sh_sale_credit_limit
LicenseSee License tab
Websitehttps://www.softhealer.com
Also available in version v 13.0 v 12.0 v 10.0 v 9.0
Sales Credit Limit

A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module. For example, a manager grants a credit limit of $5,000 to a customer. The credit limit is used to limit the amount of loss that order will on hold if a customer does not pay. you can also notify the customer by email when a customer crosses his credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the customer by email.

Features


Goto user ==> sale manager and tick right on 'Approval On Hold Sale Order'

Goto user ==> sale user and leave blank 'Approval On Hold Sale Order'

Easy to set each customer credit limit.

There is an option to send notification via email when the credit limit is cross.

    Notify by E-mail.
  • To All Approval: When you tick this option then all persons (user/manager) give you approval who have access for approving.
  • By Team: After ticking this option only the sales team person can give you approval.
  • Specific User: In this option, you have to define a specific person for sales order approval.

No special configuration required, install it, use it.

This module saves your important time.

It reduces human efforts.

Version


v11.0.1 (4th November 2019)
  • Initial Release

Sales Manager has given group rights for "Approval On Hold Sale Orders" and can Confirm sales orders that are in the "On Hold" stage.


Sales User not given group rights for "Approval On Hold Sale Orders".


Inside Sales Configurations set Email settings for whenever any sales order set to "On Hold" state, who should be notified. If "No Alerts" selected no one will be notified on any sales order set on hold state.


To Customer if "Set Customer Credit Limit" to True then will ask for "Customer Credit Limit" enter amount up to max you want to allow customer to create order on limit exceeds. You can set "Set Customer On Hold" to True if required, so whenever that customer is selected it will be notified.


If Customer set as "On Hold" than when the user creates a new Quotation/Order and selects that customer will be notified for it.


So Now after choosing that customer on hold state and create a new quotation. When the user clicks on "Confirm Sale" then a new pop up window opens, which shows all details of the customer. user can change it on hold state from here. If User clicks on the "Confirm" button then that sale order will be "Confirmed" though the credit limit for that customer exceeds. Users can set that sale order to the "On Hold" state by clicking the "On Hold" button.


Sales order set to "On Hold", as per settings email alert will be sent. If from setting "To All Approval" selected than all user having "Approval On Hold Sale Orders" group will be individually notified, if "By Team (Sales Channels)" option is selected on that sales order if any sales channel is selected then all team member of that channel having "Approval On Hold Sale Orders" group will be notified for that sales order.


Sales quotations that are "On Hold" state is available in new Menu "Sales Order On Hold".


Inside Quotation/Order there is "Confirm" button that is visible to all e.g. Sales Manager or any other having group "Approval On Hold Sale Orders".


Now if an authorized person clicks on "Confirm" that that sale quotation is confirmed.


Inside sales setting if "Specific User" is selected then it will ask to choose one user for email alert notification. Then only that user will be notified when he having the "Approval On Hold Sale Orders" group or not.


Email alert sent to the user as per settings selections.


Also from the Sales Quotation/Order, one can filter orders that are "On Hold" state.


Email alert sent to the user as per settings selections.


Can Filter customers that is "Customer On Hold" state.


You May Also Like!


Print Lead Or Opportunity
Print Lead Or Opportunity
Sale Order Line Views (List View, Form View, Kanban View, Search View)
Sale Order Line Views (List View, Form View, Kanban View, Search View)
Customer Sales Order History
Customer Sales Order History

Help & Support

You will get free support and assistance in case of any issues


Follow us on :

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.

Please log in to comment on this module

  • The author can leave a single reply to each comment.
  • This section is meant to ask simple questions or leave a rating. Every report of a problem experienced while using the module should be addressed to the author directly (refer to the following point).
  • If you want to start a discussion with the author or have a question related to your purchase, please use the support page.