Odoo Customer Credit Limit with Sales Rules app

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Odoo          
v 12.0 Third Party 1

99.00 €

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Technical name bi_odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.browseinfo.in
Read description for v 11.0
Required Apps Inventory (stock)
Sales (sale_management)
Sales (sale)
Invoicing (account)
Technical name bi_odoo_customer_credit_limit
LicenseSee License tab
Websitehttp://www.browseinfo.in
Read description for v 11.0
Required Apps Inventory (stock)
Sales (sale_management)
Sales (sale)
Invoicing (account)

Odoo Customer Credit Limit with Sales Rules app

Through this module, the user/sales person/sales team can define rules for checking the credit limit of the customer which also not over due payment or credit but also product and categories set on credit limit rules advance and based on the configuration sale order will get confirmed, if Credit Limit rules reached it limits on customer form in Odoo sale and accounting app.

Features

Allow user to set Credit Limit Rule on Customer

Allow to set credit rule for any customer.

Allow to set credit limit for specific products

User can apply credit limit for selected products in credit limit rule.

Allow to set credit limit on product category

User can apply credit limit for selected product category in credit limit rule.

Allow to set credit limit on receivable amount of customer or due dates.

Select credit limit rule to show warning on customer receivable amount or the due date till days for that customer.

Configuration for Credit Limit Rule

You can find menu for credit limit rule in configuration of sale.


Credit Limit Form

Create credit limit rule using product, product category, or credit limit formula.


List of created credit limit rules


Customer credit limit setup in customer form

On selection of credit limit rule in customer system will automatically update credit limit in the form.


Created Quotation

Create quotation with the customer having credit limit rule selected.


Warning

Warning will appear when the sale subtotal is more than credit limit defined.


Confirmed Sale order

Comfirmed sale order having sale subtotal smaller than customer credit limit.


Warnining showing Receivable is more than credit limit of that customer

Warning will be raised when receivable amount of the customer is more than the credit limit of that customer.


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Free Support

You will get 90 Days free support incase any bugs or issue (Except data recovery).

At BrowseInfo we offer end to end solution for Odoo services. Which includes analysis & consultation on the workflows and integration part. Please note that You're not allowed to distribute this module after purchase! Incase of any question regarding this module feel free to email us on sales@browseinfo.in or raise a ticket on support.

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