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Credit Limit Warning During Sales Order Confirmation

Credit Limit Warning During Sales Order Confirmation

  • Odoo Version

$ 49.00 49.0 USD Sales: 5

$ 49.00

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Enforces credit limit for credit sales to your customers (Available for Odoo 8.0, 9.0, 10.0)

   Once you purchase, a download link will appear in your portal under "My Orders".

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Enforce Credit Limit When Confirming Sales Orders For Your Customers

Use this App to enforce credit limit on sales orders. Get a pop-up alert when credit limit is exceeded

A Pop-up Alert

For a customer whose credit limit will be exceeded by confirming a sales order, you will receive a pop with a warning of credit limit and also other details related to the previous sales to the same customer. The warning will display the amount by which the credit limit you had previously set will be exceeded.

Previous Sales Info

The Pop-up alert will also display a summary of previous credit sales already allowed. If there is any pending invoice to be paid or a previous confirmed sales order, this info will be shown in a summary form to help you make a decision whether to confirm the current sales order or not.

Option to Confirm the Order

The App will as well give you an option to go ahead and confirm the sales Order if you deem it's right to do so despite the warning.This option will be necessary if you are satisfied and convinced beyond doubt that exceeding the credit limit will do no harm to your sales plan

Include/Exclude Taxes?

If you dont want to factor in taxes when determining whether a credit limit has been passed, This app will give you a check box to tick if you dont want to factor in taxes in calculation. If taxes are not included, that means the credit limit you are setting per customer is tax exclusive.

Example: Credit Limit Warning

Example: Include/Exclude Tax

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
Contacts
support@optima.co.ke
+254 715 956 855
+254 20 440 5077
kamoing
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke

Enforce Credit Limit When Confirming Sales Orders For Your Customers

Use this App to enforce credit limit on sales orders. Get a pop-up alert when credit limit is exceeded

A Pop-up Alert

For a customer whose credit limit will be exceeded by confirming a sales order, you will receive a pop with a warning of credit limit and also other details related to the previous sales to the same customer. The warning will display the amount by which the credit limit you had previously set will be exceeded.

Previous Sales Info

The Pop-up alert will also display a summary of previous credit sales already allowed. If there is any pending invoice to be paid or a previous confirmed sales order, this info will be shown in a summary form to help you make a decision whether to confirm the current sales order or not.

Option to Confirm the Order

The App will as well give you an option to go ahead and confirm the sales Order if you deem it's right to do so despite the warning.This option will be necessary if you are satisfied and convinced beyond doubt that exceeding the credit limit will do no harm to your sales plan

Include/Exclude Taxes?

If you dont want to factor in taxes when determining whether a credit limit has been passed, This app will give you a check box to tick if you dont want to factor in taxes in calculation. If taxes are not included, that means the credit limit you are setting per customer is tax exclusive.

Example: Credit Limit Warning

Example: Include/Exclude Tax

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
Contacts
support@optima.co.ke
+254 715 956 855
+254 20 524 2032
kamoing
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke

Enforce Credit Limit When Confirming Sales Orders For Your Customers

Use this App to enforce credit limit on sales orders. Get a pop-up alert when credit limit is exceeded

A Pop-up Alert

For a customer whose credit limit will be exceeded by confirming a sales order, you will receive a pop with a warning of credit limit and also other details related to the previous sales to the same customer. The warning will display the amount by which the credit limit you had previously set will be exceeded.

Previous Sales Info

The Pop-up alert will also display a summary of previous credit sales already allowed. If there is any pending invoice to be paid or a previous confirmed sales order, this info will be shown in a summary form to help you make a decision whether to confirm the current sales order or not.

Option to Confirm the Order

The App will as well give you an option to go ahead and confirm the sales Order if you deem it's right to do so despite the warning.This option will be necessary if you are satisfied and convinced beyond doubt that exceeding the credit limit will do no harm to your sales plan

Include/Exclude Taxes?

If you dont want to factor in taxes when determining whether a credit limit has been passed, This app will give you a check box to tick if you dont want to factor in taxes in calculation. If taxes are not included, that means the credit limit you are setting per customer is tax exclusive.

Example: Credit Limit Warning

Example: Include/Exclude Tax

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
Contacts
support@optima.co.ke
+254 715 956 855
+254 20 440 5077
kamoing
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke

Enforce Credit Limit When Confirming Sales Orders For Your Customers

Use this App to enforce credit limit on sales orders. Get a pop-up alert when credit limit is exceeded

A Pop-up Alert

For a customer whose credit limit will be exceeded by confirming a sales order, you will receive a pop with a warning of credit limit and also other details related to the previous sales to the same customer. The warning will display the amount by which the credit limit you had previously set will be exceeded.

Previous Sales Info

The Pop-up alert will also display a summary of previous credit sales already allowed. If there is any pending invoice to be paid or a previous confirmed sales order, this info will be shown in a summary form to help you make a decision whether to confirm the current sales order or not.

Option to Confirm the Order

The App will as well give you an option to go ahead and confirm the sales Order if you deem it's right to do so despite the warning.This option will be necessary if you are satisfied and convinced beyond doubt that exceeding the credit limit will do no harm to your sales plan

Include/Exclude Taxes?

If you dont want to factor in taxes when determining whether a credit limit has been passed, This app will give you a check box to tick if you dont want to factor in taxes in calculation. If taxes are not included, that means the credit limit you are setting per customer is tax exclusive.

Example: Credit Limit Warning

Example: Include/Exclude Tax

Odoo Support Services

For bug reporting and fixing, enjoy our odoo support and development services from experienced team in Kenya

We are a highly qualified team of well-rounded software engineers and applications systems integrators specialised in open source ERP solutions for SMEs all over the world
Contacts
support@optima.co.ke
+254 715 956 855
+254 20 440 5077
kamoing
OptimaICT
+optimaCoKeICT
@optima_ICT
www.optima.co.ke