How to Manage Credit Limits in Odoo 18 Accounting | Sales Credit in Odoo 18 Accounting | Odoo 18
6In Odoo, the Sales Credit Limit refers to a feature used to manage and control customer credit limits in the Sales and Accounting modules. This ensures that customers do not place orders exceeding their predefined credit limit, helping businesses mitigate financial risks.
How Sales Credit Limit Works in Odoo:
Setting Up Credit Limits for Customers:
Navigate to the customer's profile in the Contacts app.
Set a Credit Limit value, which is the maximum amount of credit the customer can use.
Checking Credit Limits in Sales:
When a salesperson creates a Quotation or Sales Order, Odoo checks the customer's outstanding balance (open invoices) against their credit limit.
If the customer's credit usage exceeds the limit, Odoo will display a warning or block the Sales Order, depending on the configuration.
Configuration Options:
Allow or Restrict Sales Orders: Admins can configure Odoo to allow sales teams to override credit limit warnings or block the creation of orders entirely when the limit is exceeded.
Notifications: Alerts can be set up to notify managers or accountants when a credit limit is exceeded.
Dependencies:
This feature typically requires the Accounting and Sales modules to be installed and properly integrated.
Advanced credit limit management might require the installation of additional apps or customization if the business needs more specific workflows.
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