Customer Credit Limit

by Devintelle Consulting Service Pvt.Ltd

$ 47.84

v 13.0 Third Party 206

Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Lines of code	332
Technical Name	`dev_customer_credit_limit`
License	See License tab
Website	http://www.devintellecs.com
Versions	8.0 11.0 10.0 15.0 9.0 13.0 14.0 12.0 17.0 16.0

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Availability	Odoo Online Odoo.sh On Premise
Odoo Apps Dependencies	• Invoicing (account) • Sales (sale_management) • Discuss (mail)
Lines of code	332
Technical Name	`dev_customer_credit_limit`
License	See License tab
Website	http://www.devintellecs.com
Versions	8.0 11.0 10.0 15.0 9.0 13.0 14.0 12.0 17.0 16.0

Description
License

Customer Credit Limit

DevIntelle Consulting Service Pvt Ltd

Overview

In Business, A customer credit limit defines the basic amount of credit that you are allow to a customer without the completing the approval process. by Carefully analysis it will minimize the risk and maximize the revenue into the business and on other side will helpful to salesman to to grow sales process and certain limits for credit approvals. In odoo , we come with proper solution to set credit limit on customer screen and raise some alert for sales man when outstanding invoice will more the credit limit and send mail notification to sale manager or who having authority to process credit sale orders in odoo.

Feature

Odoo admin cans set customer limit to any customer from odoo customer screen

Alert Sales Person when customer credit limit will be exceeded

Exceeded credit limit window will show the sum of total outstanding Invoices from previous orders and total bill amount of the current sale quotation being placed for the customer

Quick allow to set customer on credit limit on hold

Sales Manager/ Credit manager will notify by mail when customer sale order goes into credit limit

Separate Menu to see all credit sale orders

Alert when selecting customer already on credit limit on hold

How To Work

Customer Credit Limit

Admin can set the customer Check Credit True in the Customer form. Then after he can set the credit limit of the customer other wise system can not set the credit limit.

Exceeded Customer Credit Limit

When the Credit Limit is Exceeded then this window is open by clicking the confirm sale Button. You can See full information for Which sale order , Invoice are not Done or Paid. When You click the confirm Button then the sale Order is move on credit limit state If you set the Customer credit limit hold for second sale order then set True to Credit Limit on Hold.

Notify the Sales Manager

When You click the confirm button of the Credit limit Window then sales manager get the email for confirm the sale order.

Sales Manager Confirm Sale Quotation

View Sales Order in Credit Limit

Free Support

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

Get in Touch

devintelle@gmail.com

(+91) 87805 43446

devintelle

Odoo Support Services

For any other assistance related to the new Odoo feature, customization or Odoo Development.Our Odoo experts will help you to build your business

OUR MORE APPS

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.

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Ratings
Discuss

Christopher Ormaza

on 11/4/20, 9:02 AM

Great Work!!!

Tarek Younes

on 4/16/21, 5:09 AM

Hi,

How can I assign in my case the GM user to approve the credit limit order?

Re:

Devintelle Consulting Services Private Limited

on 4/16/21, 6:09 AM Author

G USer you need to give group of sales manager right thne he can approve the credit limit or else if you want create another group then you may mail us on devintelle@gmail.com

error encountered when confirm sales order

Ahmed Sadek

on 8/24/20, 7:42 AM Confirmed Purchase

Error:

Odoo Server Error

Traceback (most recent call last):

File "/odoo/odoo/odoo/http.py", line 624, in _handle_exception

return super(JsonRequest, self)._handle_exception(exception)

File "/odoo/odoo/odoo/http.py", line 310, in _handle_exception

raise pycompat.reraise(type(exception), exception, sys.exc_info()[2])

File "/odoo/odoo/odoo/tools/pycompat.py", line 14, in reraise

raise value

File "/odoo/odoo/odoo/http.py", line 669, in dispatch

result = self._call_function(**self.params)

File "/odoo/odoo/odoo/http.py", line 350, in _call_function

return checked_call(self.db, *args, **kwargs)

File "/odoo/odoo/odoo/service/model.py", line 94, in wrapper

return f(dbname, *args, **kwargs)

File "/odoo/odoo/odoo/http.py", line 339, in checked_call

result = self.endpoint(*a, **kw)

File "/odoo/odoo/odoo/http.py", line 915, in __call__

return self.method(*args, **kw)

File "/odoo/odoo/odoo/http.py", line 515, in response_wrap

response = f(*args, **kw)

File "/odoo/odoo/addons/web/controllers/main.py", line 1326, in call_button

action = self._call_kw(model, method, args, kwargs)

File "/odoo/odoo/addons/web/controllers/main.py", line 1314, in _call_kw

return call_kw(request.env[model], method, args, kwargs)

File "/odoo/odoo/odoo/api.py", line 387, in call_kw

result = _call_kw_multi(method, model, args, kwargs)

File "/odoo/odoo/odoo/api.py", line 374, in _call_kw_multi

result = method(recs, *args, **kwargs)

File "/odoo/custom/dev_customer_credit_limit/wizard/customer_limit_wizard.py", line 22, in set_credit_limit_state

order_id.send_mail_approve_credit_limit()

File "/odoo/custom/dev_customer_credit_limit/models/sale.py", line 184, in send_mail_approve_credit_limit

mail_id =self.env['mail.mail'].create(mail_values)

File "<decorator-gen-109>", line 2, in create

File "/odoo/odoo/odoo/api.py", line 314, in _model_create_single

return create(self, arg)

File "/odoo/odoo/addons/mail/models/mail_mail.py", line 67, in create

new_mail = super(MailMail, self).create(values)

File "<decorator-gen-3>", line 2, in create

File "/odoo/odoo/odoo/api.py", line 335, in _model_create_multi

return create(self, [arg])

File "/odoo/odoo/odoo/models.py", line 3703, in create

raise ValueError("Invalid field %r on model %r" % (key, self._name))

ValueError: Invalid field 'type' on model 'mail.mail'

Re: error encountered when confirm sales order

Devintelle Consulting Services Private Limited

on 8/24/20, 8:14 AM Author

Hello Sir, please send us your issue on our email - devintelle@gmail.com so we can help you more, also let us know which odoo version are you getting this , please write us on mail for support so we can help you

can't download this app

Ahmed Sadek

on 8/20/20, 7:16 AM Confirmed Purchase

i have purchased this app , but the web site still not accept me to download the app

Re: can't download this app

Devintelle Consulting Services Private Limited

on 8/20/20, 8:16 AM Author

When you buy the app , odoo will send you the mail with confirmation of order & download link via mail so from there you can download or you can log in with your account and check your order page. there should be download link provide by odoo. if you still not get the download link you can send mail to apps@odoo.com to get your purchase module download link. or let us know on devintelle@gmail.com for any more support if you need.