Description
Customer Credit Limit With Due Amount Warning
An advanced way to handle customer credit limit via warning and blocking.
Explore this module
Overview
This module helps you to handle customer credit limit in an efficient way. You can set a warning stage
and blocking stage to a particular customer. This module also shows the due amount of a customer while
creating an order.
Features
Community & Enterprise Support
Available in CBMS ODOO 16.0 Community and Enterprise.
Customer Credit Limit With Due Amount Warning
You can see due amount warning while creating sale orders.
Handle customer credit limit with warning and blocking stages.
You are provided with blocking messages.
Warning message if the customer reaches warning amount.
Shows warning message if the customer reaches warning amount.
Blocking Limit
Stops salesman making sales if the customer’s due amount reaches blocking limit.
Enable/Disable credit limit
Provision to enable/disable credit limit feature to each customer.
Author, Publisher & Awards Configuration
Setup author, publisher and awards details.
Screenshots
Enable “Active Credit Limit” button.
Go to Partner Form –> Invoicing tab.Enable “Active Credit Limit” button and enter Warning Amount and Blocking Amount.If you do not want to use any one of these fields, leave that field with the amount of 0.00.
Due Amount
If the selected employee has any due amount to pay, it will show the due amount of that customer at the top of the sale order form.
Credit Limit
The selected employee’s warning credit limit will show the top of the sale order form with the due amount.
Blocking Stage
Once the selected customer crosses the blocking amount limit, salesman cannot make sale order with that customer.
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