Hibou Odoo Suite: Sales Modules: Sale Credit Limit
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This documentation covers the installation, configuration, and functionality of Hibou's Sale Credit Limit module for Odoo.
The first step is to install the module. To do so, navigate to the Apps application..
Once there, remove the 'Apps' filter, then search for 'Sale Credit Limit'. When you're ready, click install.
Good to Know!
The Sale Credit Limit module requires the Sales and Accounting applications, as well as the Sale Exception module. However, if you do not already have these installed, Odoo will install them for you during this module's installation.
Grant User Access
Navigate to the Settings app.
Once there, go to Users & Companies > Users and select an appropriate user that should have permissions to set sales exceptions.
From within the user's record, click Edit, then scroll to the bottom of the page and enable Exception Manager by placing a check in the box.
When you're ready, click Save.
We've outlined this process both in the following video, as well as in the documentation below. (Note: The video is for a previous version of Odoo, so you'll notice minor changes in formatting, but the process is much the same.)
To get started, navigate to the Contacts app.
Credit Limit settings are applied to a company as a whole, not on its individual contacts. For this reason, you'll want to select a company contact for this walkthrough.
Configuring Credit Limit + Credit Hold
Once there, click Edit and open the Accounting tab. Here you'll see newly added Credit Limit section with the following fields:
Total Receivable: This is the total outstanding due for this company (including its contacts).
Credit Limit: The allowed credit limit for this company contact.
Credit Remaining: A computed field showing the difference between the Total Receivable and the Credit Limit.
Credit Hold: Allows you to manually place a customer on credit hold, no matter their balance or limit, meaning they cannot use credit on purchases.
Once you've set these values, click Save.
Sale Exception Rules
Navigate to the Sales app.
Once there, go to Configuration > Sales Orders > Sale Exception Rules. Here you'll see three new exceptions related to credit functionality.
Customer on Credit Hold: This is triggered if the customer is put on a manual credit hold.
Customer has Overdue Invoices: This is triggered if the customer has overdue invoices.
Invoice Partner credit limit exceeded: This is triggered if confirming a sale order, combined with their current receivables, would go over their credit limit.
To enable or disable any of these exceptions, click the Active toggle on the far right. Also, it is very important to choose whether an exception can be ignored, so toggle the Allow User Ignore option accordingly.
Sale Exception Website
If Sale Exception Website is installed, you'll see warnings when exceptions are triggered in the Odoo admin area. To do so, navigate to the Sales app.
Once there, click Create.
In the Customer field, we'll select the company in which we configured credit details for. Under the Order Lines tab, we'll click Add a Product and add just enough product to push us over their credit limit, when combined with Total Receivables, then we'll click Save.
Next, we'll click Confirm. This is when we'll see the exception(s) displayed on a modal window. In this case, two exceptions were triggered because the customer has overdue invoices, and because this invoice would push them past their allowed credit limit.
If you have the Exception Manager permissions, shown in the beginning of this document, you'll be able to select Ignore Exceptions to enable the confirmation of this Sale Order.
If you've chosen to Ignore Exceptions, click Confirm. This action does not confirm the Sale Order; it only confirms the Ignore Exceptions selection.
Click Confirm again to confirm the Sale Order.
Good to Know!
Confirm Without Ignoring Exceptions
If you choose to click Confirm on the modal window without Ignore Exceptions checked, you'll see a pink exceptions banner at the top of the Sale Order.
If the user is set with permissions for Exception Manager, the quotations with exceptions they can see will have a red Ignore Exceptions option as well. Clicking it will clear the messages and confirm the order.
Also, if a user is a member of the Sales / Administrator security group, their modal window will always have the option to ignore a Sales Exception Rule, regardless of the settings on the rule itself.
Quotations and Order with at least on Exception will have their "Main Exception" included as a column of the list view.
Sale Exception Portal
When Sale Exception Portal is installed, the customer will also see those exceptions when they attempt to create a new Sale Order (purchase a website product).
They'll also see these message on existing Quotations and Sale Orders.
Good to Know!
Parent + Child Contacts
Credit details are entered on the parent contact, but they will also affect any company contact. For example, if there's a credit hold on ACME and Jesse from ACME uses their customer account to place an order, they won't be able to do so because there's a hold on their associated parent company.