Sales Credit Limit

This tutorial covers how to manage financial risk by setting a Credit Limit for customers, preventing them from placing new orders if they owe too much money.

• Risk Management: The video explains that setting a credit limit helps businesses control their accounts receivable and minimize bad debt.
• Configuration: The video shows how to go to the Customer form under the Sales or Accounting module and set a specific amount in the “Credit Limit” field.
• Warning System: The video demonstrates what happens when a Sales Order exceeds this limit: Odoo displays a warning banner to the salesperson, or it can be configured to block the order confirmation entirely.
• Managerial Override: The video concludes by showing how an administrator can still confirm an order if they decide to bypass the limit for a specific high-value client.