CBMS ERP POS Credit Limit
To provide credits for regular customers in POS
To provide credits for regular customers in POS.
This app works with the Customer Credit Limit with Due Amount Warning
App.
You can set a warning stage and blocking stage for the credit to a
particular company.
This module also shows the due amount of each customer.
POS Credit Limit
Provides credit for regular customers with Warning and Blocking Limit in Point of sale
Explore this module
Overview
The POS Credit Limit module is used to provide credit for customers through point of sale.The customer will be alerted
when the credit amount reaches the warning limit and will be blocked from further payment, when
customer’s credit amount reaches the blocking limit. However, when a customer repays his debt, he will
be once again able to pay for his orders using the credit payment method. This app also favors partial
payment of the customer.
This module depends on Customer Credit Limit with Due Amount Warning
Features
Community & Enterprise Support
Available in CBMS ODOO 15.0 Community and Enterprise.
Provide credit for customers.
Set Warning limit and Blocking limit for Credit.
New Credit Journal automatically added.
Screenshots
New Credit Journal
New journal with the name "Credit"" will be added on upgrading the module after installing it.
Create Credit Journal Manually
New journals can be converted as credit journals using the boolean field.
Activate/Deactivate Credit
Activate/Deactivate the credit option for the customers under the invoicing tab in customer form. Set a warning limit and blocking limit for credit payment.
Credit Payment Method in PoS
Add credit payment method to the PoS in the configuration under Payments section.
Option to View Credit and Limit in Customer Selection Page
The credit and credit limit of each customer can be viewed in the PoS customer selection window. The credit limits are highlighted if the credits crosses the credit limit.
Warning to Select Customer in PoS
A warning will be displayed to select the customer if the user tries to choose the credit payment method without the customer.
Warning If Credit is Higher than Credit Limit
A warning will be displayed if the user tries to choose the credit and credit is higher than the limit.
An Alert if the Credit Crosses the Warning Limit
An alert will be displayed if the user uses credit and the credit crosses the warning limit after the current order.
Block if the Credit Crosses the Blocking Limit
The customer will be blocked from using credit with a warning if the credit crosses the blocking limit after the current order.
A Warning if the Customer is Ineligible
A Warning will be displayed if the customer is not eligible for credit.
Indicate Amount in Receipt
The credit amount will be displayed in the receipt.
Paid Amount Total Without Credit
The credit will not be included in the paid total amount of an order.
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