ODOO'S FUNCTIONS
Odoo does not provide creditor risk management. There is no easy way to check a supplier's credit limit, making it difficult to avoid bad relationships with your suppliers.
CLUEDOO'S FUNCTIONS
CLuedoo provides a method to put an automatic risk level based on configurable conditions in 2 dimensions:
1. Amount of open invoices and delay time on open invoices.
2. Display the credit position directly in the creditor follow-up.
1. Go to Purchase → Orders → Vendors On Vendors, in the Invoicing tab, we can set the purchase restriction. From v17, it moves to under Sales & Purchase tab, and there are only 2 options left for Purchase Restriction: Value and Python Code |   |
2. If the purchase restriction is set to "Value and Delay on overdue", fill in the amount for the debit limit and choose the block level position. If the Purchase Restriction is set to Value, fill in the amount for the Payable Limit (e.g., $300) > The Debit Limit State will turn to Green |   |
3. User: Purchase User Go to Purchase → Orders → Requests for Quotation. Create a new RFQ. If the value is above the credit limit, the status will change to 'To Approve'. Note: From v17, we do not manage To Approve stage anymore If we create a Purchase Order with the value is above the Payable Limit > Validate the Receipt > Create Bill > Confirm Then the Total Payable will exceed the Payable Limit that we set> The Debit Limit State will turn to Red |    |
4. User: Purchase Administrator Go to the RFQ from before and click on "Approve Order". The RFQ status will be changed to "Purchase Order" after it is approved. |  |
5. Go to Accounting → Vendors → Supplier Debtor Follow Up Here we are able to see the debit limit report. |  |