This module helps you to handle customer credit limits 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.
Introducing Microsoft’s new Enterprise Work Management (EWM) Solution
Odoo 12 - Customer Credit Limit with Due Amount Warning
1. Odoo 12 - Customer Credit Limit with Due
Amount Warning
www.cybrosys.com
2. INTRODUCTION
● Handle customer credit limit with warning and blocking stages.
● Once the customer reached the warning amount, it will show a warning
message.
● If the customer's due amount has crossed the blocking limit, salesman
cannot make sale with that customer.
● You can enable/disable credit limit feature to each customer
3. Let’s see how it works..
Goto Contacts -> Select a Partner -> Under Invoicing tab -> Active credit limit -> Set
Warning & Blocking amount -> Save
4. Make a sale order for that partner -> Create invoice -> Validate ->Do not register
payment
5. Create a new sale order for same customer->A warning msg & due will display ->
Create Invoice -> Validate -> Do not make Payment
6. create another sale order -> Warning & due will display Add product -> Confirm
7. ● A pop up will be displayed with due amount.
● We cannot make another sale order for that customer.
8. For more information, Watch the video: Odoo 12 - Customer Credit Limit With
Due Amount
