Credit Limit on Supplier
introducing automated creditor risk assessment based on invoice amounts and delays, allowing for credit limit management and improved supplier relationships
Credit Limit on Supplier
introducing automated creditor risk assessment based on invoice amounts and delays, allowing for credit limit management and improved supplier relationships
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
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
4
User: Purchase Administrator
5
Go to Accounting → Vendors → Supplier Debtor Follow Up
Here we are able to see the debit limit report.
