Credit Limit
OPL-1
Related Pages:
Make Customer Credit Management Easy with Hibou's Sale Credit Limit!
With Hibou's Sale Credit Limit module you can easily:
See the contact's outstanding receivables
- Set a credit limit
- View the contact's remaining credit available
- Put the contact on a manual credit hold
When making a sale order for a contact that is over their credit limit, upon selecting the customer the user will be presented with a message that displays the customer's current outstanding receivables and their credit limit, which allows the user to make an informed decision about how to proceed early in the ordering process.
Additionally, this module makes use of the Odoo Community Association's (OCA) Sale Exception module, which allows the following credit limit exceptions to be triggered upon attempting to confirm the sale order:
Triggered if the Customer or invoice address' has a credit limit and is either over their credit limit would be taken over their credit limit based on the current sale order's amount (plus current outstanding receivables).
Triggered if the customer is on a manual credit hold.
Triggered if the customer has unpaid, overdue invoices.
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Any of the sale exceptions can be inactivated within your database if they are not applicable to your use case.
