MRM product
Universal Multi-Level Approval Engine
A configurable approval framework that attaches to any Odoo model, replacing hard-coded approval levels with configuration.
- Odoo 19
- Python
- OWL
Sales solution
Customer Credit Control
Live credit exposure from receivables and un-invoiced orders, with limits, overdue rules and finance approval for exceptions.
The problem
What organisations struggle with
Sales teams confirm orders without seeing what the customer already owes, and credit checks based on invoices alone ignore orders that are confirmed but not yet invoiced.
The solution
How we solve it in Odoo
A credit profile per customer that calculates real exposure from outstanding receivables and un-invoiced sales orders, applies limits and overdue rules at confirmation, and routes exceptions to finance for approval.
Workflow
How the process flows
A simplified representation of the end-to-end workflow.
- 1 Order created
- 2 Exposure calculated
- 3 Limit checked
- 4 Approval if exceeded
- 5 Order confirmed
Key features
What the solution includes
- Credit exposure from receivables plus un-invoiced sales orders
- Configurable credit limits per customer
- Overdue-based blocking rules
- Finance approval requests for exceptions
- Scheduled recalculation and alerts
- Credit history on the customer record
Odoo applications
- Sales
- Accounting
- Contacts
Integrations
- Email notifications
Built on MRM modules
- Advanced Credit Control
Business benefits
The value for your organisation
Reduced bad debt
Risky orders are stopped before delivery.
True exposure
Commitments are visible, not only invoices.
Controlled exceptions
Finance approves overrides with a record.
Aligned teams
Sales and finance share the same figures.
Related services
Services that deliver it
See also
Case studies and related solutions
Let's talk
Need an Odoo solution tailored to your business?
Let's discuss your requirements, your current systems and what you want to achieve.