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Customer Credit Limit in Sale
Customer Credit Warning is an advanced Odoo module designed to help businesses manage customer credit limits effectively and avoid overdue payments or bad debts.
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Features
Customer Credit Limit Management
The module introduces a dedicated credit limit field within the customer form in Odoo. Managers can define the maximum sales amount a specific customer is allowed to place on credit. This ensures that each customer’s purchasing capacity is controlled based on predefined financial policies.
Automatic Credit Limit Validation in Sales Orders
Whenever a sales order is created or confirmed, the system automatically verifies whether the order total exceeds the customer's defined credit limit. If the limit is exceeded, the module immediately blocks the action and notifies the user with a clear error message.
Flexible Override Option for Managers
To accommodate special business scenarios, the module includes an Allow Override option within the customer configuration. When enabled by a manager, the system allows sales orders to proceed even if the order amount exceeds the predefined credit limit.
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1.) Customer Contact Credit Limit Configuration
The customer contact form includes additional options for managing credit limits directly within the contact profile. Managers can define a specific credit threshold for each customer, making it easy to enforce financial policies at the individual account level.
2.) Credit Limit Validation Error
When a sales order exceeds the allowed credit limit, the system immediately stops the process and provides a clear warning message. This prevents the confirmation of orders that surpass the customer's permitted credit range and ensures that sales teams remain compliant with company credit policies.
3.) Allow Override Option in Customer Settings
An additional configuration option gives managers the ability to allow exceptions for selected customers. Activating this setting grants the flexibility to process higher-value orders without strict credit restrictions, making it useful for trusted customers or special business cases.
4.) Sales Order Confirmation with Updated Credit Limit
Once the override option is enabled, larger sales orders can be confirmed successfully even if they exceed the original credit limit.
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