Credit Limit on Supplier
Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...
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
4
User: Purchase Administrator
5
Go to Accounting → Vendors → Supplier Debtor Follow up - see the debit limit report
