Odoo Customer Credit Limit with Sales Rules appby BrowseInfo
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.
Allow user to set Credit Limit Rule on CustomerAllow to set credit rule for any customer.
Allow to set credit limit for specific productsUser can apply credit limit for selected products in credit limit rule.
Allow to set credit limit on product categoryUser 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.
Create quotation with the customer having credit limit rule selected.
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.
You will get 90 Days free support incase any bugs or issue (Except data recovery).
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