Credit Limit Formula
Define credit limit thanks to a formula
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STORY BEHIND THE FEATURES
Odoo does not propose any advanced partner amount limit for sales or purchase in order to lock new orders.
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.
To be installed on request.
OUR FEATURES AS SOLUTION
Set Credit Limit Amount
HOW TO USE THIS MODULE ?
On customer form view, Sales & Purchases tab, we have Credit Limit setting
Sale Restriction: Percentage
Restrict Margin (%): 10%
Warning Margin (%): 20%
Credit Limit: 300
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"
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