Website Customer Credit Payment Odoo/OpenERPby BrowseInfo
Website Customer Credit Payment Management
If you are using a Website and want to assigned Credit to your customer then this will be the good module for use. By using this module you can easily add/update credit of your customer.This credit can be used as Payment Method at the time of Website payment.Customer credit can easily shown on each customer website screen. customer can also add credit balance in their account from the website. Admin can allow pay more than credit balance to their customers too.
Add/Update credit amout of customer in websiteEasy to Add/Update credit amount of each customer by using Credit details menu under sales.
Customer can add balance from websiteCustomer can add credit balance in their account from the website and that credit balance is also shown on website too.
Pay using credit payment mathodAt the time of Payment, Customer can pay from Credit Payment Method as per their available credit balance.
Can pay more then available credit balanceCustomer can pay more then his/her available credit balance.
Credit Amount Menu
We have created Credit Amount menu in Sales. From that we can add credit amount for customer.
Manager can approve credit amount to customer by clicking Approve button.
While approving credit, Credit history will be maintain and stage will be changed from "Waiting For Approve" to "Approve" and current date will be set.
Credit Details Menu
We have Credit Details menu in Sales. From that we can show credit/debit history for customer.
Here you can see all credit details.
Credit On Customer
In customer view you can see credit smart button which shows how much credit availabale for that customer
Credit On Website
Customer can view or add credit balance in their account from the website and that credit balance is also shown on website too.
Click on Add Credit Balance button to add credit from website.
After click on button customer can easily add credit balance from here.
You can see a product name "Credit Product" is generated as per entered credit amount.
Once the order is confirmed credit amount is added.
After approving from manager credit amount is added in particular customer.
In the back-end you can see the credit amount is added.
After approving credit by manager then credit amount is added to particular customer credit balance.
Use Credit Payment
You can make payment of order using "Credit Payment" as shown in fig.
You can see the order is confirmed with payment method as "Credit Payment".
Used Credit Details
You can see that amount of order is deducted from user's credit balance and that history will be generated
Sales order will be created with credit payment method.
Payment Transaction is also created in back-end as per selected customer, sales order,order amount and credit payment method.
Deducted Credit Balance On Website.
You can also see deducted balance of user on website in Credit menu.
Order More Than Credit Balance
When You place an order more than the available credit amount as shown below.
When order amount is more than your available credit balance, Then order is not confirmed.
Allow Credit Payment
Manager can allow their customer to pay more then his/her available credit balance.
After allowing Credit Payment option, Customer can pay order more than available credit balance.
Used Credit Details
You can see the negative credit balance of customer after confirm order.
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 firstname.lastname@example.org or raise a ticket on support.
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