Credit Limit Formula

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    Define credit limit thanks to a formula


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    STORY BEHIND THE FEATURES

    ODOO BEHAVIOUR
    Odoo does not propose any advanced partner amount limit for sales or purchase in order to lock new orders.
    CLUEDOO BEHAVIOUR
    When you works on credit limit, a recurrent question is to decide if quotations are included or not, if order to be invoiced are included or not, ...
    In this module, Cluedoo gives the option to configure the notion of amount in order to match your needs.
    CLUEDOO SET: Partner Amount Control
    Cluedoo introduces a full set of Credit limit modules in order to properly control maximum open debt you have with any partner, both on sales order and purchase order.
    CLUEDOO RECOMMENDATION
    To be installed on request.

    OUR FEATURES AS SOLUTION

    Set Credit Limit Amount

    HOW TO USE THIS MODULE ?

    Dependencies

    Credit Limit

    1

    On customer form view, Sales & Purchases tab, we have Credit Limit setting
    Sale Restriction: Percentage
    Restrict Margin (%): 10%
    Warning Margin (%): 20%
    Credit Limit: 300


    2

    Restriction
    If the total amount of the quotation has reached the restrict margin, it will restrict the sales person to confirm sale. It will show the warning "Can not propose order due to customer credit limit"


    3

    Warning
    As we already set 20% for warning margin, it means if the customer has reached 80% of the credit limit, the sales person can still confirm the quotation but the status is Wait Approval