Customer & Vendor Credit Limit Management Module

                                                                       Main Features

•  Can set customer limits to any customer or vendor.
•  Alert when customer or vendor credit limit will be exceeded.
•  Notify by mail with credit limit when a customer quotation into credit limit.
•  Notify by mail with credit limit when vendor RFQ into credit limit.                           
•   If you want, the credit limit can be exceeded.                                                                                                                                                                                                        

                                                       How it works?

Step 01        

This odoo module enhances sales, purchases, and invoicing features. You have to first set the above odoo modules. Then you can install the customer & vendor credit limit module.

Step 02

Goto Main menu > Sales > Configurations > Settings > Pricing

Now you can select pricelists under pricing, then save the changes.

Step 03

You can get customer view using Sales > Orders > Customers.

Go to the Sales & Purchases view in the notebook. Then you can get fiscal information. In that section, you can set the credit limits for customers. Then, if you want to get an email when you are creating quotations, you can tick the "Notify with credit limit" check box. 

Step 04

After setting the credit limit, If you are trying to exceed customer credit limit while you are creating quotations or sales order, system will notify with a warning message. 

Step 05

While you are creating sales orders or purchase orders, the system will generate an email automatically. No need to schedule any reminders to notify the valid credit limits for partners. The system will automatically send an email to related partners.

Also if you want to set a credit limit and your partner wants to exceed the credit limit, then you can tick the "Allow over credit" check box in the sales & purchase window.

Step 06

You can get vendor view using Purchase > Orders > Vendors.

Go to Sales & Purchase view in the notebook. Then you can get fiscal information. In that section, you can set the credit limits for vendors. Then if you want to get an email when you are creating purchase orders, you can tick the "Inform with credit limit" check box. 

Please note that you are not allowed to distribute this module after purchase! In case of any questions regarding this module, please feel free to email us at the following email address.  "erptechnologies24@gmail.com". 

                                                                          Thank you!