Skip to main content

Risk insurance partner information

Project description

Odoo Community Association

Partner Risk Insurance

Production/Stable License: AGPL-3 OCA/credit-control Translate me on Weblate Try me on Runboat

This module adds a new tab in the partner form to introduce risk insurance information.

Table of contents

Usage

To use this module you need to:

  1. Go to Sales > Customer > Create.

  2. Go to Credit Insurance tab if you are at least an Account User.

  3. Set insurance risk options creating at least a Credit Policy (with Insure
    invoices set) and Credit Company and set them in the customer.
  4. Create an Inovoice with the customer that has the insurance risk options set.

  5. Credit Policy will be set in the invoice.

  6. You can activate or deactivate the Credit Policy if the customer is allowed to have a credit policy.

  7. You can filter Out Invoices by Credit Policy in the list view.

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • AvanzOSC

  • Tecnativa

  • Factor Libre S.L

  • NaN·tic

  • Moduon

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainers:

Daniel-CA sergio-teruel omar7r Tardo Shide rafaelbn yajo

This module is part of the OCA/credit-control project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

If you're not sure about the file name format, learn more about wheel file names.

File details

Details for the file odoo_addon_partner_risk_insurance-18.0.1.0.3.2-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo_addon_partner_risk_insurance-18.0.1.0.3.2-py3-none-any.whl
Algorithm Hash digest
SHA256 98787052df683cbf4ccbc7fcb0383048e8832ac33ab189e80d3d60700357ba5b
MD5 ea193f005f44120946e031ba70d721d3
BLAKE2b-256 c6cc4176b6d395cebc345d4f3d696cc17d2f20cec6565585a392f4b5743d9848

See more details on using hashes here.

Supported by

AWS Cloud computing and Security Sponsor Datadog Monitoring Depot Continuous Integration Fastly CDN Google Download Analytics Pingdom Monitoring Sentry Error logging StatusPage Status page