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Odoo 12 - Customer Credit Limit with Due Amount Warning

www.cybrosys.com


INTRODUCTION

● Handle customer credit limit with warning and blocking stages. ● Once the customer reached the warning amount, it will show a warning message. ● If the customer's due amount has crossed the blocking limit, salesman cannot make sale with that customer. ● You can enable/disable credit limit feature to each customer


Let’s see how it works.. Goto Contacts -> Select a Partner -> Under Invoicing tab -> Active credit limit -> Set Warning & Blocking amount -> Save


Make a sale order for that partner -> Create invoice -> Validate ->Do not register payment


Create a new sale order for same customer->A warning msg & due will display -> Create Invoice -> Validate -> Do not make Payment


create another sale order -> Warning & due will display Add product -> Confirm


â—? A pop up will be displayed with due amount. â—? We cannot make another sale order for that customer.


For more information, Watch the video: Odoo 12 - Customer Credit Limit With Due Amount


Thank You !

Cybrosys Technologies Pvt. Ltd.

Cybrosys Technologies Pvt. Ltd. Cybrosys Ltd Thapasya 1st Floor,

Neospace, Kinfra Techno Park, Kakkancherry, Calicut University P.O. Calicut Kerala, India - 673635.

Cybrosys Limited Building, Alpha House, 100Kakkanad, Borough High Infopark, Street, Kochi, London, Greater London, Kerala, SE1 1LB, United Kingdom India-682030.

Cybrosys Technologies Pvt. Ltd. Cybrosys Technologies Pvt. Ltd.

1st Floor, Thapasya Building, 1st Floor, Thapasya Building, Infopark, Kakkanad, Infopark, Kakkanad, Kochi, Kochi, Kerala, India - 682030. India-682030.

Profile for Cybrosys Technologies

Odoo 12 - Customer Credit Limit with Due Amount Warning  

This module helps you to handle customer credit limits in an efficient way. You can set a warning stage and blocking stage to a particular c...

Odoo 12 - Customer Credit Limit with Due Amount Warning  

This module helps you to handle customer credit limits in an efficient way. You can set a warning stage and blocking stage to a particular c...

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