Credit Limit on Supplier
Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...
Credit Limit on Supplier
Apply conditions to supplier for making orders and invoices according to several parameters: delay, global amount,...
STORY BEHIND THE FEATURES
ODOO'S FUNCTIONS
Odoo does not provide creditor risk management. There is no easy way to check a supplier's credit limit, making it difficult to avoid bad relationships with your suppliers.
CLUEDOO'S FUNCTIONS
Cluedoo provides a method to put an automatic risk level based on configurable conditions in 2 dimensions:
1. Amount of open invoices and delay time on open invoices.
2. Display the credit position directly in the creditor follow-up.
MODULE +
This module gives the possibility to manage your company's credit limit (for factoring or risk exposure) and be on the same page with your suppliers.
CLUEDOO RECOMMENDATIONS
Install on 100% of your database if supplier relationship management is an important aspect of your business.
OUR FEATURES AS SOLUTIONS
Debit Limit on Vendor
HOW TO USE THIS MODULE
1
Go to Purchase → Orders → Vendors
On Vendors, in the Invoicing tab, we can set the purchase restriction.
2
If the purchase restriction is set to "Value and Delay on overdue", fill in the amount for the debit limit and choose the block level position.
3
User: Purchase User
4
User: Purchase Administrator
5
Go to Accounting → Vendors → Supplier Debtor Follow Up
Here we are able to see the debit limit report.
