Credit Limit

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  • Environment

12.00 12.00 12.0 USD

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Version: V12
Environment: Enterprise


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Story behinds the feature

odoo behavior

No management of credit limit and customer block

cluedoo behavior

Propose to lock the customer according to 2 dimensions: amount of open invoices and delays on open invoices.
module +    

Give the possibility to both manage credit limit (for factoring or risk exposure) and bad debtors.
cluedoo recommendation

- To be installed on 100% of our customer databases.

- Default recommended configuration: we recommend to put value and date for all your customers, with a high amount in credit limit and the average delay in allowed aged. It gives a good departure point to launch the module. Then, each time you have issue with this customer, it will be easy to adjust the cursor and decrease the credit limit if you think your exposure is too high or decrease the allowed aged is this customer is not respecting the due date.

- Allowed aged: to be used on all the customers in order for salespeople to get the information that there is some issue with a customer.

- Credit limit: more advanced feature but give the possibility to manage factoring and ensure the bank requirements respect and/or to internally manage the risk exposure with each customer

Our feature as solution

Give the credit limit information and allowed due to partner

to avoid making transaction for bad partner 

How to use this module ?

Step 1

Go to Sales > Orders > Customers – create new customers, go to Sales & Purchases tab. Input credit limit.

Step 2

If sale restriction is value and delay on overdue, fill in the amount for the credit limit and choose the block level position.

Step 3

If the sales are more than the credit limit amount or there are some invoices that have not been paid in the block level position, it will automatically send for approval. The stage will be ‘Wait Approval’.

Selling process with restriction

 




Quotation

with restriction

salesman propose
Waiting Manager Approval
manager approve
Sales Order