We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on
[email protected]
. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on
[email protected]
.
Point Of Sale Credit Approval Limit | Point Of Sale Customer Credit Limit Approval | Customer credit management | Point Of Sale Order Credit Limit Approval Management
by Softhealer Technologies$ 22.41
| Required Apps |
•
Point of Sale (point_of_sale)
• Discuss (mail) • Inventory (stock) • Invoicing (account) |
| Technical Name |
sh_pos_credit_approval_limit
|
| License | OPL-1 |
| Technical Name |
sh_pos_credit_approval_limit
|
| License | OPL-1 |
Introduction
This module introduces robust credit control within the point-of-sale system, enabling businesses to assign a specific credit limit to each customer. When an order exceeds that limit, it is automatically placed on hold, requiring approval from a user with the appropriate permission. This enhances financial discipline and ensures that credit sales are carefully monitored and managed.
Key Features
Set individual credit limits for customers directly within POS operations
Automatically hold orders that exceed the defined credit limit
Separate permission group to allow only authorized users (e.g., managers) to approve held orders
Alert cashiers in real-time when an order triggers the credit threshold
Maintain clear operational flow with controlled handling of over-limit transactions
Benefits
Safeguards financial risk by preventing unauthorized credit extensions
Supports controlled sales management with structured approval processes
Enhances oversight by restricting clearance of held orders to authorized personnel
Improves transparency in POS workflows with clear handling of limit-based holds
Promotes fiscal responsibility and customer-level credit monitoring
Compatibility & Technical Details
Technical Name: sh_pos_credit_approval_limit
Required Modules: Point of Sale, Discuss (Mail), Inventory (Stock), Invoicing (Account)
License: OPL-1 (Odoo Proprietary License)
Installation Steps:
Ensure foundational modules (Point of Sale, Discuss, Inventory, Invoicing) are installed.
Install the sh_pos_credit_approval_limit module to enable credit limit enforcement and structured approval management.
Community
Enterprise
Odoo.sh
Point Of Sale Credit Limit
This module helps to set a credit limit for the customer in POS. A credit limit is the maximum amount of credit offered to a customer. If the credit limit is less than that, the order will be on hold if a customer does not pay. You can set particular order on hold as well as set a particular customer on hold. That order is only confirmed by the user which has access rights of "Approval On Hold Point Of Sale Orders".
Related Modules
Hot Features
POS Customer Credit Limit
Different Limit For Different Customer
Warning On Reaching Limit
Set Customer On Hold
Set Order On Hold
Features
- You can set a credit limit for the customer in the point of sale.
- Easy to set each customer's credit limit.
- It shows an alert when the credit limit crosses.
- You can set "On Hold" for customers as well as orders.
-
We provide the below configurations,
A) Enable Customer Credit Limit: If this group is set to true then you can set a credit limit for the customer.
B) Set Credit Limit: If "Set Credit Limit" to true then will ask for "Customer Credit Limit" enter amount up to the max you want to allow the customer to create an order on limit exceeds.
C) Set Customer On Hold: If this group is set to true then whenever that customer is selected for order alert comes.
D) Approval On Hold Point Of Sale Order: The manager has group rights and they can confirm POS orders that are in the "On Hold" stage.
"Enable Customer Credit Limit" sets to true to set a credit limit for the customer.
If "Set Credit Limit" to true then will ask for "Customer Credit Limit" enter amount up to the max you want to allow the customer to create an order on limit exceeds. If "Customer On Hold" sets to true then whenever that customer is selected for order alert comes.
You can set a credit limit from the backend also.
If "Customer On Hold" is set to true then whenever that customer is selected for order alert comes.
Press "On Hold Orders" to see all hold orders.
So it opens all orders that are in the hold stage.
Enable "Approval On Hold Point Of Sale Order" in the user, so that user can confirm POS orders that are in the "On Hold" stage.
Now we make an order of the customer which credit limit exceeds.
So this wizard opens, you can set on hold customer or order from here as well you can confirm order from the wizard.
After confirming the order, validate it.
You can print that order receipt.
Which user has "Approval On Hold Point Of Sale Order" access rights that user can confirm POS orders which are in the "On Hold" stage from the order detail screen.
Version 16.0.1 | Released on : 29 th December 2022
Initial
Initial Release.
- Yes, this app works perfectly with Odoo Enterprise (Odoo.sh & Premise) as well as Community.
- Please Contact Us at [email protected] to request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don't need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, this application is not compatible with odoo.com(odoo saas).
- No, We do not provide any kind of exchange.
Multi-Languages
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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.