Credit Holds

by
Odoo          
v 9.0 Third Party 5

103.07 €

Technical name blue_credit_holds
Websitehttp://bluestingray.com/services/erp
Read description for v 10.0

Credit Holds

Reduce your overall risk.

The Credit Hold module, developed by Blue Stingray, allows you to manage credit limit and credit holds for all of your customers. Each customer will have a credit limit/rules that can automatically trigger a credit hold and stop the ordering process. With this app, you will not need to worry about processing POs for overdue customers.


Live Demo Access

Access a live demo instance with this module installed.

Blue Stingray provides a live demo environment for many of our modules so that you can test the features and determine whether they will meet your needs prior to purchasing. Click the button below and log in with the following credentials: Username demo Password demo


Features

Stop Customer Orders

Stop your overdue customers from ordering based on their overall credit limit and their credit limit status. Features:

  • Stop the delivery process for overdue customers.
  • Set credit limits on a per customer basis.
  • Prevent or allow particular orders to be processed with a manual override if needed.

Technical and Functional Support

Free bug fixes and email support for 30 days after purchase.

Blue Stingray will do whatever it can to help you successfully implement and utilize its modules. This includes 30 days of free bug fixes and email support after the purchase. For more information please fill out the contact form on our website or simply email us at support@bluestingray.com.


Installation and Configuration

1. Copy the files to your addons folder.

This step will depend on how your installation is configured, but essentially, once the new module is downloaded, you will need to move it into an addons folder on your server. If you are unsure which folder is reserved for addons, you can find that information on your Odoo configuration file.

The files can be placed on your server in multiple ways. We recommend using either SCP/SSH or FTP.

2. Restart your Odoo instance.

Whenever new applications are installed, Odoo will need to be restarted. We highly recommend that you do not do this during your standard hours of operations or in a production environment. There is always a possibility of module conflict, so take precautions to reduce the amount of time your system is unavailable to your users.

You can use the same method that you normally use when restarting Odoo. Typical commands we have encountered are:

# Using a service script on Linux
sudo service odoo-server restart

# Using Docker and Docker-Compose
docker-compose restart

3. Install The Module.

Once you have restarted your instance, navigate to the Apps screen within your Odoo instance and install the Credit Hold module. This will open up all of the features for you to access.

That's it! You can now start using the new features!


Contact Blue Stingray

Reach out for Odoo implementation services.

Blue Stingray helps you improve your processes with better software solutions. We offer full implementation lifecycle services for both Community and Enterprise editions. This include services such as system installation/configuration (on-site or cloud hosted), system maintenance, business analysis/requirements gathering, custom module development, support/training, data migration, and system cutover.

Credit Hold

Installing

The module is installed through Odoo's App interface. It will automatically install Odoo dependencies not already installed.

Usage

Setting the credit limit

Once installed, each customer is given a credit limit. This is done in the Credit Holds section, on the Sales & Purchases tab. To have permission to change this value, a user must be in the Billing or Adviser group.

Triggering the Credit Hold on a customer

A Credit Hold is triggered in one of several situations:

  1. If the total amount invoiced goes over the customer's credit limit. Only invoices that are not in a Draft status are used to compute this amount.
  2. If the customer has a late payment of any value.
  3. Someone has forced the customer to have a credit hold. This is done in the same section as the credit limit. Again, a user must be in the Billing or Adviser group to force a credit hold on a customer.

If a credit hold, this can be released by someone with proper permissions, being a member of the Billing or Adviser group. The option to release the credit hold is under the Force Credit Hold option.

Triggering the Credit Hold on a sales order

Just as customer have a credit status, sales orders also have a credit hold status. If there is a credit hold placed on the sales order, a warning will show stating this. The other result is that the stock picking toolbar is hidden, preventing the delivery process for the order.

Sales orders inherit the credit hold status of the customer. This information is under the Other Information tab of a Sales Order. If a customer has a credit hold placed on them, then all sales orders generated for the customer will have a credit hold placed on them. But this status can be overridden on an indiviual basis. So a sensitive order could have its credit hold lifted, even though the customer has a credit hold against them. Conversely, a particular sales order could have a credit hold placed against it, even if the customer does not have a general hold against them. These privleges require the user to be in the Billing or Adviser groups.

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