CBMS ERP Customer Credit Limit with Due Amount Warning

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An advanced way to handle customer credit limit through warning and blocking stage. This module helps you to handle customer credit limit in an efficient way.
You can set a warning stage and blocking stage to a particular customer.
This module also shows the due amount of a customer while creating an order.

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    Important Notes

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    Community
    Enterprise

    Customer Credit Limit With Due Amount Warning

    An advanced way to handle customer credit limit via warning and blocking.

    Overview

    This module helps you to handle customer credit limit in an efficient way. You can set a warning stage and blocking stage to a particular customer. This module also shows the due amount of a customer while creating an order.

    Features

    Community & Enterprise Support

    Available in CBMS ODOO 16.0 Community and Enterprise.

    Customer Credit Limit With Due Amount Warning

    You can see due amount warning while creating sale orders.

    Handle customer credit limit with warning and blocking stages.

    You are provided with blocking messages.

    Warning message if the customer reaches warning amount.

    Shows warning message if the customer reaches warning amount.

    Blocking Limit

    Stops salesman making sales if the customer's due amount reaches blocking limit.

    Enable/Disable credit limit

    Provision to enable/disable credit limit feature to each customer.

    Author, Publisher & Awards Configuration

    Setup author, publisher and awards details.

    Screenshots

    Enable "Active Credit Limit" button.

    Go to Partner Form --> Invoicing tab.Enable "Active Credit Limit" button and enter Warning Amount and Blocking Amount.If you do not want to use any one of these fields, leave that field with the amount of 0.00.

    Due Amount

    If the selected employee has any due amount to pay, it will show the due amount of that customer at the top of the sale order form.

    Credit Limit

    The selected employee's warning credit limit will show the top of the sale order form with the due amount.

    Blocking Stage

    Once the selected customer crosses the blocking amount limit, salesman cannot make sale order with that customer.

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