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 VAT Excluded

US$ 0.00 VAT Excluded

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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'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.