Credit Holds

by
Odoo          
v 9.0 Third Party 5

144.28 €

Technical name blue_credit_holds
Websitehttp://bluestingray.com/services/erp
Also available for v 10.0
Included Dependencies Web

Credit Holds

Reduce your overall risk.

The Credit Hold module developed by Blue Stingray allows you manage credit limit and credit holds for all of your customers. Each customer will have credit limit rules/formulas that can automatically trigger a credit hold and stop the order processing process. You shouldn't have to worry about processing PO's 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 see the module installed into a sample instance, test out the features, and determine if it will work for your needs before purchasing. Click the button below and login with the username demo and the password demo.


Features

Stop Customer Orders

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

  • Stop the delivery process for overdue customers.
  • Set credit limits on a per customer basis.
  • Allows you to 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 we can to help you successfully implement and utilize our modules to improve your systems. This include 30 days of free bug fixes and email support after the purchase of any of our modules. Reach out to us directly through the contact form or by emailing us at support@bluestingray.com.


Installation and Configuration

1. Copy the files to your addons folder.

This step depends on exactly how your installation is configured, but you will want to place the blue_credit_holds module that is provided on download into an addons folder on your server. If you are not sure about what folders are considered addons folders then you can look at your odoo configuration file.

You can place these files on your server multiple different ways. We recommend either SCP/SSH or FTP.

2. Restart your Odoo instance.

Whenever installing new applications, you will need to restart your Odoo instance. We highly recommend that you do not do this during your standard hours of operations, and in a production environment. There is always a chance that modules can conflict, and you do not want to take down your system for any amount of time like this.

Use the standard method that you would normally use to restart your Odoo instance. There are multiple different methods for this depending on your setup but we typically see something like the following:

# 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, you can navigate to the Apps screen within your Odoo instance and install the Automatic Inventory Sequences module. This will open up all of the feature for you to access.

That's it! Start using the new features!


Contact Blue Stingray

Reach out for Odoo implementation services.

Blue Stingray helps you improve your processes and your business with better software systems. We offer Odoo implementation services on Community and Enterprise for the full implementation life cycle of an ERP system. 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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