Credit Limit on Supplier

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Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...

US$ 0,00 0.0 USD US$ 0,00 hors TVA

US$ 0,00 hors TVA

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    Conditions générales
    Garantie satisfait ou remboursé de 30 jours
    Expédition : 2-3 jours ouvrables

    Credit Limit on Supplier

    Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...

    US$ 0,00 0.0 USD US$ 0,00 hors TVA

    US$ 0,00 hors TVA

    Not Available For Sale

      Cette combinaison n'existe pas.

      STORY BEHIND THE FEATURES

      ODOO'S FUNCTIONS

      Odoo does not provide creditor risk management. There is no easy way to check a supplier's credit limit, making it difficult to avoid bad relationships with your suppliers.


      CLUEDOO'S FUNCTIONS

      Cluedoo provides a method to put an automatic risk level based on configurable conditions in 2 dimensions:

      1. Amount of open invoices and delay time on open invoices.

      2. Display the credit position directly in the creditor follow-up.



      MODULE +

      This module gives the possibility to manage your company's credit limit (for factoring or risk exposure) and be on the same page with your suppliers.

      CLUEDOO RECOMMENDATIONS

      Install on 100% of your database if supplier relationship management is an important aspect of your business.



      OUR FEATURES AS SOLUTIONS

      Debit Limit on Vendor

      HOW TO USE THIS MODULE

      Required module: 


      PURCHASE APPROVAL

      1

      Go to Purchase → Orders → Vendors

      On Vendors, in the Invoicing tab, we can set the purchase restriction.


      2

      If the purchase restriction is set to "Value and Delay on overdue", fill in the amount for the debit limit and choose the block level position.




      3

      User: Purchase User

      Go to Purchase → Orders → Requests for Quotation.

      Create a new RFQ. If the value is above the credit limit, the status will change to 'To Approve'.


      4

      User: Purchase Administrator

      Go to the RFQ from before and click on "Approve Order".
      The RFQ status will be changed to "Purchase Order" after it is approved.


      5

      Go to Accounting → Vendors → Supplier Debtor Follow Up

      Here we are able to see the debit limit report.