Bỏ qua để đến Nội dung
  1. All products
  2. Credit Limit
  3. All products
Bảng giá: FWA-FR_Public Pricelist EUR Bảng giá
Bảng giá: FWA-FR_Public Pricelist EUR Bảng giá

Credit Limit

Give the credit limit information and allowed due date to each partner
214,78 € 214,78 € (Chưa gồm thuế)
US$ 250,00 (Chưa gồm thuế)

  • Versions
Add to cart
Điều khoản và điều kiện
Đảm bảo hoàn tiền trong 30 ngày
Giao hàng: 2-3 ngày làm việc
Liên hệ với chúng tôi

ODOO'S FUNCTION

Odoo doesn’t provide built-in tools for debtor risk management, and setting up credit limits isn’t straightforward.

CLUEDOO'S FUNCTION

CLuedoo gives you a clear, instant indicator showing whether your customer has exceeded their credit limit. This module also displays the credit position directly in the debtor follow-up in order to focus on the at-risk debtors.

In the Sales module, navigate to the 'Orders' menu → 'Customers'.

Choose a customer record, click on the 'Sales & Purchases' tab, and scroll down to locate the Credit Limit section.

You can set the restriction using either 'Value' or 'Python Code'.
SALE RESTRICTION = VALUE
When using the Value option, enter the credit limit amount. After an invoice is confirmed, if the customer’s balance exceeds this limit, the 'Credit Limit State' changes to red.
SALE RESTRICTION = PYTHON CODE

With the 'Python Code' option, you can define your own conditions. For example:

                    # Available variables:

                    #----------------------

                    # contact_id: contact

                    # total_due: total amount due

                    # total_uninvoiced_sales: total uninvoiced sales

                    # result =

                    # logic = this variable set up formula true or false

result = total_due 
logic = contact_id.credit_limit > 1000 and total_due > 100

Here, the state changes to green only when both conditions (  the credit limit is greater than 1000 and the Final Result is greater than 100) are met.


Using or means that only one condition needs to be satisfied. For example:

                    # Available variables:

                    #----------------------

                    # contact_id: contact

                    # total_due: total amount due

                    # total_uninvoiced_sales: total uninvoiced sales

                    # result =

                    # logic = this variable set up formula true or false

result = total_due 
logic = contact_id.credit_limit > 1000 or total_due < 100

In this case, the state turns green when either the credit limit is greater than 1000 or the Final Result is less than 100.


CUSTOMER DEBTOR FOLLOW UP

In Accounting → Customers, we have the Customer Debtor Follow Up, which allows us to see all the information related to a contact's credit limit.

APPROVAL RULE

If you want the sales order to be blocked or require approval when it exceeds the credit limit, configure an approval rule in Studio.

Add a condition so that approval is required when the total amount exceeds the specified limit.

For example, Total > 1000

After setting it up, when you try to confirm the Sales Order, the system will ask for approval from the designated user before proceeding.
SCHEDULED ACTION
We have a scheduled action that runs daily to update the credit limit state

You can add a related field to track the credit limit state without going to the contact.

Note:

If a contact has a child contact, the Credit Limit of the parent contact will propagate to the child contact.