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
Support & Service Policy
To ensure fair usage, consistent quality, and reliable service for all customers, Odonity provides structured support under the following terms:
✔ Support Coverage (65 Days)
- Free support is provided for 65 days from the date of purchase.
- Support includes installation guidance, setup assistance, and usage-related queries.
- Bug fixing is included only if the module is not functioning as described in official features.
✔ Definition of Bug
- A bug refers to a feature not working as documented or demonstrated.
- Any request to modify behavior, logic, or add new functionality is considered customization.
✘ Not Included in Free Support
- Custom development, feature enhancements, or business-specific changes.
- Third-party module conflicts or integration issues.
- Server configuration, hosting, deployment, or infrastructure-related problems.
- Debugging or fixing issues outside the purchased module.
✔ Scope Limitation
- Support is strictly limited to the purchased module only.
- It does not include full system debugging, database correction, or unrelated module issues.
✔ Version & Compatibility
- The module is guaranteed to work only with the specified Odoo version mentioned on the product page.
- Compatibility with customized or heavily modified systems is not guaranteed.
✔ Demo & Representation Disclaimer
- All screenshots, videos, and demos are for reference purposes only.
- Actual behavior may vary depending on system configuration and installed modules.
✔ Support Process
- Support is provided via email ([email protected]) or through the customer portal (order communication linked to your purchase).
- For faster resolution, please include your order reference and detailed issue description in your communication.
- Typical response time is within 24–48 business hours.
- Customers must provide necessary access (Odoo/backend/server if required).
- Delays in providing access or required information may delay resolution.
✔ Paid Support & Customization
- All customization, enhancements, or new feature requests are treated as paid services.
- Support after 65 days is available under paid plans.
✔ Customer Responsibilities
- Maintain proper backups before installing or updating the module.
- Test changes in a staging environment before applying to production.
- Ensure the system meets basic Odoo requirements and compatibility.
✔ License Scope
- Support is valid only for the purchased license and single Odoo instance.
- Usage across multiple databases or environments may require additional licensing.
⚠ Important Notes
- Odonity is not responsible for data loss, misconfiguration, or system failures.
- We are not liable for conflicts caused by third-party modules or custom code.
- Unauthorized modification of the module may void support eligibility.
- Support priority is handled in order; urgent or immediate support is not guaranteed.
Our goal is to provide reliable, transparent, and professional support while maintaining fairness and sustainability for all customers.
Odoo Proprietary License v1.1 - Strict Commercial Use © 2026-Present Odonity. All Rights Reserved. Module Name: Odonity Credit Management & Risk Scoring (By Odonity) License Owner: Odonity (https://www.odonity.com) Support Email: [email protected] This software is protected by copyright laws and international treaties. It is licensed, not sold. You are granted a non-transferable, non-sublicensable, and non-exclusive license to use this software ONLY under the terms below: -------------------------------------------- STRICT TERMS OF USE -------------------------------------------- PERMITTED: - Use the module in one Odoo production instance only (with staging/test allowed only for that instance). - Use for internal company operations. - Request support, upgrades, or customization services from Odonity. PROHIBITED WITHOUT WRITTEN PERMISSION FROM ODONITY: - Modifying, altering, or extending the source code in any way. - Reselling, sublicensing, or redistributing any part of the module. - Sharing the code with third parties, including freelancers or other vendors. - Uploading this module to public or private repositories, websites, or forums. - Creating derivative works or using snippets in other modules. - Using the module as a base to develop similar competing products. WARNING: This software contains branding, code-level markers, and security tracking for anti-piracy purposes. Tampering with these or violating this license may result in: - Permanent termination of your usage rights - Legal action under local and international intellectual property laws - Immediate take-down notices for marketplaces and hosting providers -------------------------------------------- LICENSE VERIFICATION & SUPPORT -------------------------------------------- License Keys / Validation (optional): Odonity reserves the right to implement license key checks in future versions. Support is only available to verified license holders. Invoice or proof of purchase must be retained for all license claims. For official support, licensing clarifications, or enterprise usage, please contact: [email protected] | https://www.odonity.com -------------------------------------------- BY INSTALLING THIS MODULE, YOU AGREE TO BE BOUND BY ALL TERMS ABOVE. Unauthorized use, reproduction, or redistribution is strictly prohibited.