$ 25.27
| Technical Name |
odoo_customer_supplier_loan_app
|
| License | OPL-1 |
Introduction
The "Loan Management for Customer and Supplier" module is a robust financial solution designed to streamline the entire loan process within Odoo. It provides a comprehensive framework for businesses to manage loan applications from both customers and suppliers. This powerful tool automates the workflow from request to disbursement, enabling administrators to set loan policies, track installment payments, and generate vital reports. This module ensures a transparent, controlled, and efficient system for all loan-related activities, improving financial management and operational clarity.
Key Features
Manage loan requests submitted by both customers and suppliers.
Define and configure various loan types with specific requirements and proofs.
Set and apply custom loan policies, including maximum loan amounts and qualifying periods.
Automate the loan workflow from draft to approval and final disbursement.
Track and manage individual loan installments and payments.
Generate detailed reports for loans, policies, and installment summaries.
Receive and send automated notifications for loan requests and due installments.
Benefits
Improves financial control and oversight by centralizing all loan information.
Enhances operational efficiency through an automated and structured workflow.
Reduces administrative burden and minimizes human error in loan processing.
Ensures accuracy in payment tracking and financial reporting.
Provides a clear and comprehensive record of all loan transactions.
Compatibility & Technical Details
This module is compatible with Odoo. The required apps include Invoicing (account) and Discuss (mail). The technical name of this module is odoo_customer_supplier_loan_app, and it operates under the Odoo Proprietary License v1.0 (OPL-1).
Installation Steps:
Add the module to your Odoo add-ons directory.
Navigate to the Apps menu and click "Update Apps List."
Search for the module using its technical name, odoo_customer_supplier_loan_app, or by its title.
Click the "Install" button to deploy the module in your system.
After installation, configure loan types and policies to begin processing loan requests.
Customer and Supplier Loan Management
Customer and supplier loan management is designed to assign loans to the customer. customer and supplier can create request for loans which can be approved by the manager. journal entries can be created with installment and loan request.
Add Loan Proofs/Required Documents List
Manager can add loan proofs/required documents list for loan.
Add Loan Policies
Manager can add loan policies for loan.
Add Loan Type
Manager can add loan type for loan.
Manager can Approve Loan Request
Allows manager to approve loan request.
Prints Report of Loans
Allows manager to print a report of the loans, policies and installments.
Installment Amount Journal Entries
Allows user to print installment amount.
Module Working Flow
Description
User Access Groups for Loans
Give the required access to the user for loan.
Loan Proofs
With this loan proof manager can create loan proofs that will be required to approve loan. these loan proofs will be selected on loan types and then it will be visible on loan request form.
Loan Types
Manager can create differnt loan types for the customers.
Option for interest mode : flat or reducing.
Option for repayment method : deduction from payroll or direct cash/cheque.
Option for disburse method : through payroll or direct cash/cheque.
Loan Policies
Loan policies can be created by the manager. here you get 3 types of policies.
1. Max loan amount : you can set maximum amount to apply for loan if this policy is applied to customer/supplier loan.
2. Gap between two loans : you can set gap duration in months for time gap bettwen the loans of the customer/supplier.
3. Qualifying period : you can set qualifying period in days, if this policy is applied to loan then customer/supplier can apply for loan but loan can only get approved after the qualifying period.
Loan Request
User can create a loan request with necessary details.
Click on apply button to approve loan request.
Approved loan request can be seen by manager for further process.
Compute Loan
Click on compute button to compute loan request.
Computed Loan
Click on disburse button to create loan disburse. manager can create a loan disburse by giving necessary details of account to the loans.
Created Loan Disburse Journal Entry
Created loan disburse journal entry details.
Loan Installment
Customers can pay multiple installments of loan. create a loan installment and give amount and then click on pay.
Customers Loans
Details of loan will automatically appear on customers.
Customers Loan Policies
Loan policies are also mentioned in customer for better record.
Loan Information in Website
Loan information also seen in website.
Loan Request Report
Customers can print loan report which will show full information about the loan.
Our Services
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[email protected]Odoo Proprietary License v1.0 This software and associated files (the "Software") may only be used (executed, modified, executed after modifications) if you have purchased a valid license from the authors, typically via Odoo Apps, or if you have received a written agreement from the authors of the Software (see the COPYRIGHT file). You may develop Odoo modules that use the Software as a library (typically by depending on it, importing it and using its resources), but without copying any source code or material from the Software. You may distribute those modules under the license of your choice, provided that this license is compatible with the terms of the Odoo Proprietary License (For example: LGPL, MIT, or proprietary licenses similar to this one). It is forbidden to publish, distribute, sublicense, or sell copies of the Software or modified copies of the Software. The above copyright notice and this permission notice must be included in all copies or substantial portions of the Software. THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE SOFTWARE.