{"id":25526,"date":"2025-08-02T05:59:14","date_gmt":"2025-08-02T05:59:14","guid":{"rendered":"https:\/\/tenthplanet.in\/odoo\/uncategorized\/sales-credit-limit\/"},"modified":"2026-02-24T13:07:22","modified_gmt":"2026-02-24T13:07:22","slug":"sales-credit-limit","status":"publish","type":"post","link":"https:\/\/tenthplanet.in\/odoo\/bharath-india\/sales-credit-limit\/","title":{"rendered":"Sales Credit Limit"},"content":{"rendered":"<div class=\"epyt-video-wrapper\"><iframe loading=\"lazy\"  id=\"_ytid_52260\"  width=\"800\" height=\"450\"  data-origwidth=\"800\" data-origheight=\"450\"  data-relstop=\"1\" src=\"https:\/\/www.youtube.com\/embed\/oSnxlBOqYLo?enablejsapi=1&autoplay=0&cc_load_policy=0&cc_lang_pref=&iv_load_policy=1&loop=0&rel=0&fs=1&playsinline=0&autohide=2&theme=dark&color=red&controls=1&disablekb=0&\" class=\"__youtube_prefs__  no-lazyload\" title=\"YouTube player\"  allow=\"fullscreen; accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen data-no-lazy=\"1\" data-skipgform_ajax_framebjll=\"\"><\/iframe><\/div>\n\n\n<p>This tutorial covers how to manage financial risk by setting a <strong>Credit Limit<\/strong> for customers, preventing them from placing new orders if they owe too much money.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Risk Management:<\/strong> The video explains that setting a credit limit helps businesses control their accounts receivable and minimize bad debt.<\/li>\n\n\n\n<li><strong>Configuration:<\/strong> The video shows how to go to the <strong>Customer form<\/strong> under the <strong>Sales<\/strong> or <strong>Accounting<\/strong> module and set a specific amount in the &#8220;Credit Limit&#8221; field.<\/li>\n\n\n\n<li><strong>Warning System:<\/strong> 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.<\/li>\n\n\n\n<li><strong>Managerial Override:<\/strong> 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.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"<p>This tutorial covers how to manage financial risk by setting a Credit Limit for customers, preventing them from placing new [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[355],"tags":[],"class_list":["post-25526","post","type-post","status-publish","format-standard","hentry","category-bharath-india"],"acf":[],"_links":{"self":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25526","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/comments?post=25526"}],"version-history":[{"count":0,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/posts\/25526\/revisions"}],"wp:attachment":[{"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/media?parent=25526"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/categories?post=25526"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tenthplanet.in\/odoo\/wp-json\/wp\/v2\/tags?post=25526"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}