Skip to Content
Loading Video...
Credit Management
Community Talk Functional
Location: Auditorium 500 - 11/10/23, 10:30 AM - 11/10/23, 11:00 AM (Europe/Brussels) (30 minutes)
Credit Management
Stephan Keller
CEO
Stephan Keller
CEO

Stephan Keller, Ph.D., is the CEO of Sodexis, Inc. which he founded in 2006. He holds a Ph.D. in Physics and has 10+ years of academic research experience as well as 20+ years of business expertise. Over the past two decades, he has accumulated a wealth of experience in business process analysis and efficient ERP implementations.


During this talk, through a presentation and demo (Odoo 16 Enterprise), the audience will learn about the features and benefits of the Sodexis Credit Management module. The demo will showcase how the module expands upon the Odoo core features and handles different special scenarios involving the credit management of customers.

For example:
- A warning message is displayed when a customer that does not have enough credit is added to a sales order
- The confirmation of a customer sales order is restricted when the customer does not have enough credit
- The ability to place a customer on a credit hold
- The credit limit is editable only by a specific group of users.
- The option to eliminate the credit limit restriction for certain payment methods (e.g. credit card payments)
- The option to block the confirmation of a sales order when a customer has any invoices overdue by a configurable number of days

The Credit Management application is available in the app store for V12, V13, V14, V15, and V16 today: https://apps.odoo.com/apps/modules/16.0/credit_management/

Since 2012, Sodexis has been a full-service Odoo Implementation Partner, with a Consulting and Development team focused on maximizing customers’ ROI and user experience. Sodexis is one of the longest-tenured implementation Odoo Partners in the US and recently opened offices in Switzerland & France. Sodexis brings a wealth of experience and valuable expertise to its clients, having successfully implemented over 75 projects and built hundreds of custom applications. More info: https://sodexis.com/