Customer Credit Limit

・ Accounting

#Odoo #Credit Limit #Partner #Customer

This article will provide a simple and effective solution to help you manage your customers’ credit limits.

Limitation of Odoo

  • By default in Odoo, when a customer exceeds their credit limit, a warning message appears on the sale order form view. Users can still confirm the sale order, causing the customer’s credit to exceed their allotted credit limit.

    Odoo Credit Warning Message
    A warning message appears on the sale order form view if customer exceeds their credit limit.

  • Currently, Odoo does not have any actions to manage customer credit limits.

Solutions

We offer a simple and effective solution that allows you to manage customer credit limits efficiently. Customers can utilize their credit limits on the eCommerce site without making a payment if they still have available credit.

  • Customer credit info will be shown if credit limit exceeds

    Customer Credit Info
    Show customer credit info.

  • Customer can use their credit on ecommerce checkout page.

    Use credit on ecommerce site
    Customer can use their credit on checkout page.
    Use credit on ecommerce site
    Customer can use their credit on checkout page.

  • Customer can use their credit on the portal.

    Use their credit on the portal
    Customer can use their credit on the portal.

  • You can refer to the detailed solution from the link below.

  • https://apps.odoo.com/apps/modules/17.0/advance_credit_limit