Credit Limitby Synconics Technologies Pvt. Ltd. http://www.synconics.com
• CRM (crm)
• Sales (sale_management)
• Inventory (stock)
|Also available in version||v 13.0 v 11.0 v 10.0 v 9.0 v 12.0|
A credit limit is the maximum amount of credit offered to a customer. Set up a credit limit ensures that the amount of this credit is consistent with the financial capacities of each customer. Set up credit limits is one of the key tools to avoid overdue invoices and bad debts.
This application provides functionality of set credit limit for individual customers. When customer request for goods and in Odoo while confirming the quotation system will check past due amount of the customer and it will compare with his credit limit. If order amount is more than customer's credit limit system will automatically update order status as 'CC HOLD'.
The credit limit is used to limit the amount of loss that a business will sustain if a customer does not pay. The amount of a credit limit is established by the credit department. The amount of the credit limit is based on a number of factors, such as:
1) A customer's credit score.
2) The customer's payment history with the company.
3) The customer's financial results and financial position, as described in its financial statements.
4) The presence or absence of any personal guarantees or other collateral.
- Allow to set credit limit for individual customers.
- System will automatically check customer credit limit and update order status as 'CC HOLD'.
Assign Credit Limit on Customer
Create Sale Order
Credit Code Hold
Approve/Reject Hold Orders
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4) This module is tested and working on Odoo vanilla with Ubuntu OS.
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