Sales Credit Limit
A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module.
User Guide
A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module. For example, a manager grants a credit limit of $5,000 to a customer. The credit limit is used to limit the amount of loss that order will on hold if a customer does not pay. you can also notify the customer by email when a customer crosses his credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the customer by email.
- 1) Goto user ==> sale manager and tick right on 'Approval On Hold Sale Order'
- 2) Goto user ==> sale user and leave blank 'Approval On Hold Sale Order'
- 3) Easy to set each customer credit limit.
- 4) There is an option to send notification via email when the credit limit is cross.
- 5) Notify by E-mail.
To All Approval: When you tick this option then all persons (user/manager) give you approval who have access for approving.
By Team: After ticking this option only the sales team person can give you approval.
Specific User: In this option, you have to define a specific person for sales order approval. - 6) No special configuration required, install it, use it.
- 7) This module saves your important time.
- 8) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Categories | Sales |
| Released | 10/23/2020 |
| Last Updated | 10/23/2020 |
| Depends | Sales Management (sale_management) Invoicing (account) |
| License | OPL |
| Supported Browsers | |
| Tags |
A credit limit is the maximum amount of credit offered to a customer. You can set a credit limit for every customer using this module. For example, a manager grants a credit limit of $5,000 to a customer. The credit limit is used to limit the amount of loss that order will on hold if a customer does not pay. you can also notify the customer by email when a customer crosses his credit limit. And that order status will automatically set 'On hold'. This module also provides a different way to notify the customer by email.
- 1) Goto user ==> sale manager and tick right on 'Approval On Hold Sale Order'
- 2) Goto user ==> sale user and leave blank 'Approval On Hold Sale Order'
- 3) Easy to set each customer credit limit.
- 4) There is an option to send notification via email when the credit limit is cross.
- 5) Notify by E-mail.
To All Approval: When you tick this option then all persons (user/manager) give you approval who have access for approving.
By Team: After ticking this option only the sales team person can give you approval.
Specific User: In this option, you have to define a specific person for sales order approval. - 6) No special configuration required, install it, use it.
- 7) This module saves your important time.
- 8) It reduces human efforts.
| Version | Details |
|---|---|
| v 13.0.1 | Initial Release. |
| Product Version | 1.0.1 |
| Technical name | sh_sale_credit_limit |
| Categories | Sales |
| Released | 10/23/2020 |
| Last Updated | 10/23/2020 |
| Depends | Sales Management (sale_management) Invoicing (account) |
| License | OPL |
