Description
Customer Balance Track in Sale Order | Odoo App
Sale Order Customer Balance Tracker in Odoo
Experience smarter sales management with the Sale Order Customer Balance Tracker by PreFortune Technologies LLP — a powerful tool that brings transparency and control to your Odoo sales operations.
Imagine a sales process where every order automatically generates its own invoice, maintaining complete harmony between sales and finance. This module ensures that even if an invoice is canceled or adjusted, the remaining value is automatically recorded as Outstanding Credits, providing a clear and real-time view of customer balances.
With the app, businesses can easily view the customer’s total balance directly within the sale order form. This visibility helps teams track pending credits, manage payments efficiently, and make well-informed financial decisions.
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Key Features
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1.Track Customer Credit Balance effortlessly
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3.Automatic adjustment of canceled or partial invoices
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5.Streamlines customer credit management
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2.Real-time balance tracking within sale orders
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4.Improves visibility and transparency in sales operations
Complete Workflow for Sale Order Customer Balance Tracker
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The Sale Order Customer Balance Tracker is seamlessly integrated into the Sales module in Odoo, making the management of customer balances and outstanding credits effortless. With this functionality, each customer has their own credit balance record, allowing businesses to maintain a clear and accurate financial overview.
Every outstanding credit associated with a customer is automatically calculated and summed up, ensuring complete transparency in transactions. This total balance is then displayed directly within the sale order form, providing instant visibility to sales and finance teams.
By automating credit tracking and balance calculation, the Sale Order Customer Balance Tracker minimizes manual work, prevents errors, and enhances operational efficiency. It helps teams manage customer relationships more effectively by providing up-to-date credit information before confirming any new sale order.
This workflow ensures secure, transparent, and efficient management of sales operations, empowering organizations to maintain financial accuracy, collaborate smoothly, and make smarter, data-driven business decisions.
This all-in-one app empowers your team to handle credits, invoices, and orders with ease. It seamlessly integrates financial accuracy into your daily workflow, helping you maintain consistency, reduce manual errors, and ensure every sale is accounted for.
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Unlock the potential of smarter financial tracking and take your sales management to the next level with the Sale Order Customer Balance Tracker in Odoo.
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