Customer and Supplier Loan Management

by
Odoo

$ 107.59

v 10.0 v 11.0 v 12.0 Third Party 68
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3100
Technical Name odoo_customer_supplier_loan
LicenseSee License tab
Websitehttp://www.probuse.com
Versions 14.0 17.0 16.0 15.0 11.0 10.0 12.0 13.0
You bought this module and need support? Click here!
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies Discuss (mail)
Lines of code 3100
Technical Name odoo_customer_supplier_loan
LicenseSee License tab
Websitehttp://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
  • Invoicing
    • Loans
      • Loan Requests
      • Loan Installments

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.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse

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,
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ARISING FROM, OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER
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this module it no same at the picture
by
Click Solutions
on 12/11/18, 12:19 PM
Integrated with other applications.
by
Sananaz
on 6/1/19, 4:23 AM

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
by
positivaparaguay@gmail.com
on 9/21/18, 3:50 PM

It can be configured so that the duration is in; Days and not Months? Yes, I can buy it right now!

Reply: Keilor
by
Mustufa
on 8/27/18, 3:58 AM Author

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
by
Mustufa
on 8/27/18, 3:55 AM Author

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.
by
Keilor
on 8/27/18, 3:11 AM

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?
by
Slavomir Miskovec
on 6/22/18, 12:06 AM

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?