Odonity Credit Management & Risk Scoring
Smart Credit Control and Risk Insights for Your Customers
Assign credit limits, block risky sales, automate approvals, and assess customer risk with real-time scoring — all inside Odoo.
Key Features
- Credit Limit Per Customer: Set how much each customer can buy on credit
- Auto Sales Blocking: Prevents confirming orders over credit limit
- Approval Workflow: Trigger and manage credit override approvals
- Risk Score & Level: Numerical and visual risk indicators based on overdue vs. credit
- Email Alerts: Approvers receive email when action is needed
- Daily Credit Limit Check: Automatically reviews customer credit limits every day
- Automatic Credit Hold: Puts customers on hold if their risk score becomes high
- Email Notifications: Sends alerts for credit approval, approval result, and rejection
- Auto Email on Actions: Instantly notifies users on credit request actions
- Auto Sales Order Confirmation: Sales order auto-confirms once credit is approved
- Credit Dashboard: Get an overview of credit requests, statuses, risk levels, and usage
- Risk Score History: Tracks every risk score change in a detailed log
- Sales Block on High Risk: Stops new orders if risk score is critical
- Visual Risk Badges: Risk level shown with badges in contact form and list views
- Credit Limit Warning Log: Auto-log when usage hits 90% of credit limit
- Auto Approval Request: Automatically triggers when order exceeds credit limit
- Dynamic Payment Terms: Sets payment term to immediate if risk score is high
Preview Screens
Credit Limit Setup & Risk Badge on customer form
Credit Dashboard
Credit Approvals
Risk History
Risk Badge in contact card view
Risk Badge in contact list view
Email Notification to salesperson on credit request creation
Email Notification on credit request approved
Email Notification on credit request reject
Configuration & Usage
- Go to Customers: Set the Credit Limit on the customer form
- Create Sales Orders: Orders over the limit trigger approval request
- Manage Risk: View scores and badges on customer cards
Compatibility
- Odoo 18 Compatible (Tested in Community Edition)
- Modern browser support: Chrome, Firefox, Safari, Edge
Need Help or Customization?
Need a tailored credit scoring model or approval logic? Let’s talk!
- Email: [email protected]
- Website: www.odonity.com