|Also available for||v 10.0|
Reduce your risk.
Reduce your risk, preventing customers from generating large liabilities.
Stop the delivery process for customers in default.
Set credit limits on a per customer basis.
Allows you to prevent or allow particular orders to be processed.
Works in both Community and Enterprise editions of Odoo.
Contact BlueStingray at email@example.com
The module is installed through Odoo's App interface. It will automatically install Odoo dependencies not already installed.
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:
- 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.
- If the customer has a late payment of any value.
- 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.
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.