How to Setup Sales Credit Limit in Odoo 17 | Setup Sales Credit Limit in Odoo 17 | Odoo 17 Videos
4Odoo 17 empowers you to set up sales credit limits, helping you manage customer payment risks and maintain control over outstanding balances.
00:00 Intro
00:13 Enable sales limit
00:55 Create quotation
2:23 set limit for customer
Activating the Feature:
Access Accounting Settings: Navigate to the Accounting module and click on "Configuration" followed by "Settings."
Enable Sales Credit Limit: Locate the "Customer Invoices" section and find the "Sales Credit Limit" option. Activate it with a click on the checkbox.
Save the Changes: Click "Save" to confirm and activate the Sales Credit Limit feature.
Setting a Default Credit Limit (Optional):
Stay in "Customer Invoices": After enabling the feature, remain in the "Customer Invoices" section.
Define Default Limit: Locate the "Default Credit Limit" field. Here, you can set a default credit amount that applies to new customers unless you specify otherwise.
Save the Changes: Click "Save" to confirm the default credit limit.
Assigning Credit Limits to Individual Customers:
Open the Customer Form: Go to the CRM module's "Customers" menu and select a customer for whom you want to set a credit limit.
Navigate to Accounting Tab: Click on the "Accounting" tab within the customer form.
Access Credit Limit Section: Look for the "CREDIT LIMITS" section. It might be hidden if you haven't activated Sales Credit Limit yet.
Set Individual Limit (Optional): You have two options here:
Enable Partner Limit: If you want a specific credit limit for this customer (different from the default), activate this option.
Enter Credit Limit: If you enabled "Partner Limit," enter the desired credit limit amount for this particular customer.
Leave "Total Receivable" Unchanged: This field displays the customer's current outstanding balance and is automatically calculated. Don't modify it here.
Save Customer: Click "Save" to apply the credit limit settings for this customer.
Remember:
Odoo 17 might trigger alerts or restrict order processing for customers exceeding their credit limit, depending on your system configuration.
You can manage individual customer credit limits and access their credit history within the customer form under the "Accounting" tab.
Utilizing sales credit limits effectively helps you manage customer payment risks and maintain healthy credit control practices.
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