Credit Limit on Supplier

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

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    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 VAT Excluded

    US$ 0.00 VAT Excluded

    Not Available For Sale

      This combination does not exist.

      STORY BEHIND THE FEATURES

      ODOO BEHAVIOR

      Odoo does not propose creditor risk management. There is no easy way to check credit limit and avoid bad relationship with your suppliers.


      CLUEDOO BEHAVIOR

      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 creditor follow-up.



      MODULE +

      Give 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

      To be installed if supplier relationship is an important aspect of your business.



      OUR FEATURES AS SOLUTION

      Debit Limit on Vendor

      HOW TO USE THIS MODULE?

      Dependencies

      PURCHASE APPROVAL

      1

      Go to Purchase → Orders → Vendors.

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


      2

      If purchase restriction is 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 new RFQ, if the value above the credit limit, the status will change to 'To Approve'.


      4

      User: Purchase Administrator

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


      5

      Go to Accounting → Vendors → Supplier Debtor Follow up - see the debit limit report