$ 26.10
| Required Apps |
•
Sales (sale_management)
• Discuss (mail) • Invoicing (account) |
| Technical Name |
customer_credit_control
|
| License | OPL-1 |
| Technical Name |
customer_credit_control
|
| License | OPL-1 |
Introduction
The Customer Credit Control module for Odoo enables businesses to effectively manage customer credit by setting individual credit limits. This module ensures that customers do not exceed their credit thresholds, thereby mitigating financial risks and maintaining healthy cash flow. By automating credit checks and approval workflows, it streamlines the sales process and enhances financial oversight.
Key Features
Set individual credit limits for each customer.
Automatically checks if a customer's outstanding dues exceed their credit limit during sales order confirmation.
Displays a warning popup with details of the customer's previous dues when the credit limit is exceeded.
Requires admin or manager approval for orders that surpass the credit limit.
Sends email notifications to managers for credit limit approval requests.
Logs all approval activities in the Odoo chatter for transparency.
Places customers on credit hold if their outstanding dues exceed the credit limit, preventing further orders until cleared.
Benefits
Mitigates financial risks by preventing customers from exceeding their credit limits.
Automates credit checks and approval workflows, saving time and reducing manual errors.
Enhances cash flow management by ensuring timely payments.
Provides transparency and accountability through detailed logging of approval activities.
Improves customer relationship management by setting clear credit policies.
Compatibility & Technical Details
Required Modules: Invoicing (account), Sales (sale_management), Discuss (mail)
License: Odoo Proprietary License v1.0
Technical Name: dev_customer_credit_control
Installation Steps:
Install the module via the Odoo Apps interface.
Configure credit limits for customers in their respective profiles.
Enable credit limit checks during sales order confirmations in the module settings.
Set up email notifications for credit limit approval requests in the Discuss module settings.
Customer Credit Control
Amount Credit Control, Days Credit Control, Tolerance and Warnings.
This "Customer Credit Control " application allows user / Business to have complete control over credit sales done to the customers. These configurations can be done individually or Universally. Once configuration is done, system will take care of all the processes. Everything is automated and User / Business does not have to take care of anything manually. This application also has tolerance if user / business wants to let go credit limit check up to a certain level. If User / Business want to set warning, It also can be done in this application.
Features
These are the features we provide in our customer credit control application. All features are functional and can be configured at customer level as well as universal level.
Amount Credit Control
Duration Credit Control
Amount Credit Control Tolerance
Duration Credit Control Tolerance
Warning Emails
Universal Credit Control
Customer Configuration
In customer form, this application adds credit control configurations. These configurations will apply to that particular customer only. Here, user / admin can configure credit control amount, credit control days, tolerance and warning email limits.
Credit Control Warning
This is a credit warning message, this will pop up when the user confirms the sale order but the customer has crossed the assigned credit limit. This warning message stops the sale order from getting confirmed.
Warning Email`
When the sale order gets confirmed and credit control is configured, system checks if customer due amount or credit due days have crossed their assigned limits. If does then system creates one credit control warning record. System has a cron to send warning emails that processes once a day right now but can be configured as per business need.
Universal Configuration
This is universal customer credit control. Fields are similar as customerâs form credit control. The only difference is customer credit control configured here will apply to all the customers in the system. except those who have credit control configured individually. Here you can see a checkbox named âForce Universal Credit Controlâ. It allows the overwriting of universal credit control over individual credit control. If it is checked true, the customer's individual credit control will be ignored and universal credit control will apply on them like all others.
Our Services
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.