CBMS Odoo Customer Credit Limit with Due Amount Warning

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An advanced way to handle customer credit limit through warning and blocking stage. 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.

₦ 5,042.53 5042.53 NGN ₦ 5,042.53

3.00

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Terms and Conditions
 The above price is the one time price needed to add or install this extra module to your CBMS Odoo Instance Database. If you do not have an existing database on CBMS, a new database will be created for you and the module added. There are no Recurring Costs on this software purchase but for Database Startup Packages Purchase  Cost may be recurring 
Delivery Time - Instantly  to  24 hours Maximum


Internal Reference: sales_credit_limit

Community
Enterprise

Customer Credit Limit With Due Amount Warning

An advanced way to handle customer credit limit via warning and blocking.

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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