Customer and Supplier Loan Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 107.59
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
Discuss (mail)
|
Lines of code | 3100 |
Technical Name |
odoo_customer_supplier_loan |
License | See License tab |
Website | http://www.probuse.com |
Versions | 14.0 17.0 16.0 15.0 11.0 10.0 12.0 13.0 |
Availability |
Odoo Online
Odoo.sh
On Premise
|
Odoo Apps Dependencies |
Discuss (mail)
|
Lines of code | 3100 |
Technical Name |
odoo_customer_supplier_loan |
License | See License tab |
Website | http://www.probuse.com |
Versions | 14.0 17.0 16.0 15.0 11.0 10.0 12.0 13.0 |
Customer and Supplier Loan(s) Management
This module allow to manage loan of your Customers/Suppliers/Partners.
Main Features:
- Allowed Loan Manager to add Loan Proofs/Required Documents List.
- Allowed Loan Manager to add Loan Types.
- Allowed Loan Manager to add Loan Policies.
- Allowed Loan User and Manager to create Loan Request.
- Allowed Loan Manager to Approve Loan Request.
- Unique Sequence for Loan Request.
- Allowed Accountant to Loan Disburse.
- Create Disburse Accounting Journal Entry.
- Create Interest Receivable on Loan Accounting Journal Entry.
- Allowed Accountant to Receive Loan Installments.
- Book Interest for Installment Accounting Entry.
- Pay Installment Accounting Journal Entry.
- It will Create Interest on Loan Journal Entry and Loan Installment Accounting Entry.
- Allowed you to Print Loan Report.
- Allowed your Customers to see their Loans in Portal - My Account Page.
- For Processing Fees and Other charges: https://apps.odoo.com/apps/modules/11.0/customer_supplier_loan_process_fees/
Highlighted Steps:
Loan Request:
Create Loan Request->Apply Loan Request->Approve Loan Request->Compute Loan Installment->Disburse Loan->
Loan Installments:
Confirm Loan Installments -> Book Interest -> Pay
Menus:
- Loans
- Loans
- Loan Requests
- Loan Requests to Approve
- Loan Installments
- Accounting
- Loans to Disburse
- Configuration
- Loan Proofs
- Loan Types
- Loan Policies
- Loans
- Invoicing
- Loans
- Loan Requests
- Loan Installments
- Loans
Note: You can check detail screenshots below before buy and make sure it full fill your requirements. For support/configuration and adding new features you can contact us in future. For more details please watch Video on Live Preview.
Loan Proofs
This loan proof menu allow Loan Manager to create and configure all loan proofs that will be required to approve loan and process it. These loan proofs will be selected on loan types and then it will be visible on loan request form.


Loan Types List View

Loan Types Form View
This loan types allow Loan Manager to create different types of loan for customers/Suppliers. Also this loan type allow Loan user to configure loan given to customer/suppliers will be interest payable or not.
Also it will allow to configure that loan type repayment method will be from payroll or direct cash/bank cheque from customers/suppliers at time of installment payment. This also allow to configure disburse method will be by payroll or cash/bank. (Disbursement can be done when loan request will be approved.)
Here Loan Manager can list out Partner categories and customer/Suppliers which can request for this type of loan from company..... For example if Customer A is not eligible and not come under category selected in loan types then system will not allow him/her to submit loan request. Loan proof also configured here so that we can state that these proofs will be needed to process loan request for customers/suppliers.


Loan Policies List View
Loan Manager can configure policies or rules for loan request and based on that rules it will check before approving loan that if customer full fill that policy or not.

Loan Policies Form View
Policy types: 1. Max loan amount 2. Gap between two loans


Loan Request Form
Loan user can create loan request and approved it if all the required policies and proofs are available.




Loan Request Approve

Loan to Disburse by Accountant


Disbursed Accounting Journal Entry
Disbursed Account From "Disburse Loan" Button

Disbursed Journal Entries

Disbursed Journal Entry.

Ineterest on loan Journal entry

Loan Installments
All installments of loan will be listed here.

Loan Installments Form View

Pay and Book Interest of Installment

Installment Accountig Entries

Loan Interest Accounting Entry
There is button on installment called "Book interest" that will raise this journal entry in system for interest for that installment.

Loan Installment Interest on Journal Entry

Loan Installment Journal Entry

Some Other Configuration on Customer/Supplier Form
Loan details and loan policy will come automatically on Customer/Supplier form.



Your Customer/Supplier use Portal see all Loan Information
Show Loans From Open My Account Menu / My Loans


Here Show List of loans Which was taken by that customer/supplier who logged as portal user.

Customer/Supplier can print loan which will Open Full information from the loan.


Loan PDF Report in Odoo Backend


Contact / Support
Introducing
Probuse Consulting Services Pvt. Ltd.
Probuse Consulting Service Pvt Ltd is an Software and Web development specialist which offers complete business application together. We are well experienced to provide a face for your business on the software and Internet level.
Probuse Consulting Service Pvt Ltd is a specialist in Odoo/OpenERP services and could give your business open source hand to drive.
Our Services
Odoo Implementation
Odoo Support
Odoo Customization
Odoo Migration
Odoo Training
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.
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Any abuse of this reporting system will be penalizedthis module it no same at the picture
Integrated with other applications.
Module is working fine without any issue and integrated with other applications as well, one of our customer is using it and production without any issue. Thank you probuse for great work as always.
Doubt about Duration field
It can be configured so that the duration is in; Days and not Months? Yes, I can buy it right now!
Reply: Keilor
Hello Keilor, We have already replied your email immediatly - make sure mail did not went in spam. Two weeks is odoo policy for tickets related to app issue/query so you can read it in FAQ section of odoo store https://apps.odoo.com/apps/faq Once you post your ticket we will reply asap with our answer. Hope this help. Regards,
Reply : Slavomir Miskovec
Hi Slavomir Miskovec, Our module will work for both versions - community and enterprise. For more details about app before buy please contact us by email. Thank you,
I bought the module and it did not work.
I looked for immediate information in the emails and Skype that are in the foot of the module and they indicated to me that they have 2 weeks to help.
Community or Enterprise?
Hi, is your module working with Community or Enterprise version? You don't mention it in the description. Also it's not clear how the payments are worked out. Is that all manual? Or it's possible for the customer to pay the payment via website?