Customer Credit Limit on Sales

Customer Credit Limit on Sales Order Process

Sales Order with Customer Credit Limit Odoo App

This app allows you to manage the credit limit of your customer and restrict confirmation of sales orders if customers reached credit limits. So allow your Sales Manager to configure different credit limit rules/policies your company Management has decided. The credit limit can be set on the customer form based on rules selected by customer.

Main Features :

• Allow sales manager to create and manage credit limit rules under configuration.
• Allow the sales team/user to set the credit limit rule on the customer form.
• The credit limit will be compared using the customer receivable amount or customer receivable amount till the number of days you have set on the rule. (See Credit Limit Formula).
• You are allowed to have products and categories set on the credit limit rule so when that product and category comes on sales order then only the credit limit will apply If you do not set Product and Product Category on the credit limit rule then the system will apply credit limit formula on all Sales Order Lines.
• For more details see the video and check the below screenshots.

Available Option On Credit Limit Rules :

• Receivable Amount of Customer will consider Customer’s Receivable amount till date and it does not consider due dates of invoices.
• Due Amount Till Days will consider Customer’s Receivable amount from Unpaid Invoice till due dates calculated based on due days. For example, if Quote Date is = 13 Oct 2021 and Days = 10 then the system will consider the due amount from all unpaid invoices till 23 Oct 2021.

Menus Available:

• Sales
  • Configuration
    • Credit Limit Rules