Credit Limit

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    25.00 €

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    Give the credit limit information and allowed due date to each partner / Allow salesman to avoid making transaction with bad partners


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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOR

    Odoo does not propose debtor risk management. There is no easy way to impose credit limit and customer block

    CLUEDOO BEHAVIOUR
    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 debtor follow-up in order to focus on the risky debtors.

    MODULE+
    Predefined risk analysis to focus on the most risky customers.
    Give the possibility to manage both credit limit (for factoring or risk exposure) and bad debtors.


    cluedoo recommendation

    - To be installed on 100% of our customer databases.

    - Default recommended configuration: we recommend to put value and date for all your customers, with a high amount in credit limit and the average delay in allowed aged. It gives a good departure point to launch the module. Then, each time you have issue with this customer, it will be easy to adjust the cursor and decrease the credit limit if you think your exposure is too high or decrease the allowed aged is this customer is not respecting the due date.

    - Allowed aged: to be used on all the customers in order for salespeople to get the information that there is some issue with a customer.

    - Credit limit: more advanced feature but give the possibility to manage factoring and ensure the bank requirements respect and/or to internally manage the risk exposure with each customer

    OUR FEATURES AS SOLUTION

     

    Set Sale Restriction

     

    Customer Debtor Follow-Up

    HOW TO USE THIS MODULE ?

    1

    Go to Sales → Orders → Customers – create new customers, go to Sales & Purchases tab. Input credit limit.

    We have 5 types of sale restriction
    None: no credit limit
    Block: totally block the transaction
    Value: if the value of the transaction exceeds the credit limit
    Delay on overdue: based on aged receivable
    Value and Delay on overdue: based on the value of the credit limit and aged receivable



    2

    If sale restriction is value and delay on overdue, fill in the amount for the credit limit and choose the block level position.




    3

    In Accounting → Customers, we have Customer Debtor Follow Up, and we can see for example: Lorenzo, this customer has remaining credit limit and oldest invoice age is 98 days, and he is in Position 4



    4

    When a sales person (non sales admin user) creates a sale order for Lorenzo, then confirm it, it will automatically send for approval. (Because the sales are more than the credit limit amount or there are some invoices that have not been paid in the block level position)