Hello,
May i know where can we set the credit limit for customer in Odoo13? If I not wrong, we can set the amount in customer form under sale / purchase tab previously. But can no longer find it. Please help.
Odoo is the world's easiest all-in-one management software.
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This field was hidden (in version 13 and 14) because it had no function (it was just for information purposes).
You can add it to the Customer Form, but all it does it hold a value.
This is a great app!
https://apps.odoo.com/apps/modules/13.0/credit_management/
You can add a credit tab to the Contact form view, and place the credit.limit field there. Once you set the credit.limit, you can use it to trigger other events by using conditions like "if credit > credit.limit", as well as "total.overdue > 0" (overdue invoices).
One way to use the field is to hide the "Confirm" button on Quotations to block orders when they've reached their limit. It depends on your credit policy, and how strict you'd like to be with it.
I'm still working on how to block backorders from shipping for customers over their credit limit.
This all is using Studio, right?
Some of it is in Studio. Here's a video from version 12. It also involves a couple of slight changes to the code to set the visibility condition for the Confirm button. However, there's probably a better way to do it through an inherited view that will survive updates.
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There lot of modules for the same in the odoo app store, have a look at those:
Thank you so much four your answer. So how can we limit credit amount for customers in Odoo13? We have to add that field on customer form and make a few changes in coding to check the credit limit compared by receivable amount?