Credit Limit
Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners
STORY BEHIND THE FEATURES
ODOO BEHAVIOR
Odoo does not propose debtor risk management. There is no easy way to impose credit limit and customer block
CLUEDOO BEHAVIOUR
Cluedoo provides a method to put an automatic risk level based on configurable conditions (2 dimensions: amount of open invoices and delay time on open invoices) and display the credit position directly in the debtor follow-up in order to focus on the risky debtors.
MODULE+
CLUEDOO RECOMMENDATION
- To be installed on 100% of our customer databases.
- Default recommended configuration: we recommend to put value and date for all your customers, with a high amount in credit limit and the average delay in allowed aged. It gives a good departure point to launch the module. Then, each time you have issue with this customer, it will be easy to adjust the cursor and decrease the credit limit if you think your exposure is too high or decrease the allowed aged is this customer is not respecting the due date.
- Allowed aged: to be used on all the customers in order for salespeople to get the information that there is some issue with a customer.
OUR FEATURES AS SOLUTION
Set Sale Restriction
Customer Debtor Follow-Up
HOW TO USE THIS MODULE ?
Dependencies
Sale Order Approval Process
1
Go to Sales → Orders → Customers – create new customers, go to Sales & Purchases tab. Input credit limit.
We have 5 types of sale restriction
None: no credit limit
Block: totally block the transaction
Value: if the value of the transaction exceeds the credit limit
Delay on overdue: based on aged receivable
Value and Delay on overdue: based on the value of the credit limit and aged receivable
2
If sale restriction is value and delay on overdue, fill in the amount for the credit limit and choose the block level position.
3
In Accounting → Customers, we have Customer Debtor Follow Up, and we can see for example: Lorenzo, this customer has remaining credit limit and oldest invoice age is 98 days, and he is in Position 4
4
When a sales person (non sales admin user) creates a sale order for Lorenzo, then confirm it, it will automatically send for approval. (Because the sales are more than the credit limit amount or there are some invoices that have not been paid in the block level position)
