Discounts and Credit Limits Team Responsibilities:

1. Discount Management:
   Evaluate customer discount requests based on set criteria.
   Communicate decisions swiftly, ensuring clarity.
2. Credit Limit Oversight:
   Process applications for the 'Pay with Account Credit' feature.
   Determine creditworthiness, set, or adjust credit limits in alignment with company policies.
3. Customer Support:
   Guide customers on credit usage and replenishment.
   Address queries about credit limits and discount requests.
4. Documentation:
   Maintain records of discount and credit transactions.
   Generate periodic reports to analyze trends.
5. Collaboration:
   Work with sales for insights on customer behaviors.
   Coordinate with finance for alignment on credit strategies.
6. Process Enhancement:
   Periodically review and refine current operations for efficiency.
7. Risk Management:
   Monitor credit usage for signs of financial issues.
   Implement risk mitigation measures for credit extensions.
8. Updates & Education:
   Stay updated on industry practices.
   Inform customers of any changes to credit terms or processes.

How to Operate?

1. Initial Request Handling:
   Receive and categorize incoming discount and credit limit requests as "New."
   Conduct a preliminary review to check for completeness and clarity of each request.
2. Request Clarifications:
   If further information is needed from the customer or applicant, update the request status to "Pending User Input."
   Communicate with the applicant about the specifics of the additional information required.
3. Approval Routing:
   Once all necessary information is available, move requests to the "Awaiting Approval" status.
   Present these clarified requests to team leaders or designated personnel for a detailed review.
4. Decision Communication:
   Update the request status to "Approved" if it meets the criteria. For requests that don't align with the company's guidelines, update their status to "Rejected" and provide feedback on the decision.
5. Odoo Sales Module Operations:
   For "Approved" requests, team members will operate the Odoo Sales Module to grant the corresponding discounts or credit limits to the customers.
   After successfully updating the ERP system, mark the request status as "Done."
6. Documentation & Record Keeping:
   Systematically track each request's progress through the nodes, documenting details, communications, and decisions at each stage.
7. Feedback and Rejections:
   Communicate the reasons for rejections or requests for more information, ensuring clarity and understanding.
   Store details of "Rejected" requests for future reference and process enhancements.
8. Continuous Improvement & Collaboration:
   Regularly review the efficiency of the process, identifying potential bottlenecks or areas for improvement.
   Coordinate with other teams or departments, especially when system-wide changes or updates are needed.
9. Customer Support & Assistance:
   Provide guidance and support to customers on how to make use of their approved discounts or credit limits.
   Address any inquiries related to the request process, ensuring a clear understanding.