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I am new to Odoo, we have a requirement to implement credit limit for our customers. I couldn't see any field / option to define customer credit limit.

Our requirement is -


1. Define credit limit for the customer

2. Do not allows sales person to proceed with sales

3. Workflow can be implemented where approvals are required in case credit limit exceeds


Mustafa Chohan 

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Nejlepší odpověď

There is a field called 'credit_limit' in 'res.parner' model. But, unfortunately, it is not used for anything. You can have a customization for your requirements.

credit_limit = fields.Float(string='Credit Limit')
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Nejlepší odpověď

HI ,

You can check below odoo apps which have almost all feature of customer  credit limit and sale approval process 

https://www.odoo.com/apps/modules/9.0/dev_customer_credit_limit/


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