Overview
Set a customer credit limit in Odoo 18 sales orders with warnings or blocks and manager override, helping sales and finance teams control credit risk.
Supports v 18.0 — available directly on the Odoo Apps Store.
Description
Odoo 18 does not include built-in credit limit controls on sale orders, which means sales teams can confirm orders for customers who are already over their approved balance. This module adds a customer credit limit feature directly into the customer form and sale order workflow, giving sales managers and financial officers a way to monitor outstanding balances and stop or flag risky orders before they are confirmed.
Key Features
- Set a specific credit limit for each customer within the Odoo 18 customer form
- View Total Due, Credit Limit, and Remaining Credit in the Credit Information tab of each customer
- Receive a warning or a hard block when confirming or editing a sale order that exceeds the customer credit limit
- See the remaining credit of the customer directly on the sale order form
- Restrict credit limit configuration to sales managers only, ensuring the setting cannot be changed by unauthorized users
- Grant a dedicated Credit Limit Override permission group so authorized users can bypass the warning when needed
How It Works
The process starts on the customer record. Sales managers open the customer form and go to the Credit Information tab, where they configure the customer credit limit and choose whether to block orders that exceed it. Once configured, the Total Due, Credit Limit, and Remaining Credit figures are visible for that customer at any time.
When a sales rep creates or edits a sale order for that customer, the remaining credit is displayed directly on the sale order form. If the order value causes the customer credit limit to be exceeded, the system either shows a warning or blocks the confirmation, depending on how the manager configured the Block on Credit Limit option. Users who belong to the Credit Limit Override permission group can still confirm the sale order despite the warning, while users without this permission cannot proceed until the order is adjusted or an authorized user overrides it.
Business Use Cases
- Sales teams selling on credit terms: Businesses that allow customers to purchase on account can use the customer credit limit feature to prevent sales reps from confirming orders for accounts that are already over their approved balance.
- Financial oversight on sale orders: Financial officers can rely on the Credit Information tab to review Total Due and Remaining Credit for any customer before approving further sales activity.
- Controlled exceptions for special cases: When a customer legitimately needs an order processed despite exceeding their limit, a manager or authorized user with override permission can confirm the order without changing the underlying credit limit configuration.
- Segregation of duties: Since only sales managers can configure credit limits, businesses can keep this sensitive setting separate from day-to-day order entry performed by sales reps.
Frequently Asked Questions
Does the credit limit apply to the draft quotation or only confirmed orders?
The credit limit check happens during the order confirmation step in Odoo 18.
Can any user change a customer's credit limit?
No. Credit limit configuration is restricted to sales managers, so regular sales reps cannot change these values.
Can a sale order that exceeds the credit limit ever be confirmed?
Yes, users who are granted the Credit Limit Override permission group can confirm a sale order even if it goes over the customer's credit limit.
Where can I see how much credit a customer has remaining?
Remaining credit is shown in the Credit Information tab on the customer form and also directly on the sale order form.
Does the module work with both a warning and a hard block?
Yes, managers can choose Block on Credit Limit to prevent confirmation entirely, or leave it unset so users only receive a warning.
