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'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.