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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    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.

    Select Vendors and fill in the purchase limit.


    2.

    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'.


    3.

    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.


    4.

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