Customer and Supplier Loan Management
by Probuse Consulting Service Pvt. Ltd. http://www.probuse.com$ 108.72
| Availability |
Odoo Online
Odoo.sh
On Premise
|
| Odoo Apps Dependencies |
•
Invoicing (account)
• Discuss (mail) |
| Lines of code | 3216 |
| Technical Name |
odoo_customer_supplier_loan |
| License | See License tab |
| Website | http://www.probuse.com |
| Versions | 18.0 16.0 13.0 10.0 15.0 11.0 17.0 14.0 12.0 |
Customer and Supplier Loan(s) Management | Partner Loan Management App
Loan Management for Customer and Supplier - Odoo Apps
This app allow to manage loan of your Customers/Vendors/Partners.
Main Features:
- Allow loan manager to create and manage loan proofs/required documents list.
- Allow loan managers to create and manage loan types.
- Allow loan managers to create and manage loan policies.
- Allow loan users and managers to create and manage loan requests.
- Allow the loan manager to approve the loan request.
- The system generates a unique sequence number for loan requests.
- Allow accountant to loan disburse from loan request form.
- Creation of disburse accounting journal entry.
- Creation of interest receivable on loan accounting journal entry.
- Allow accountants to receive and manage loan installments.
- Creation of book interest for installment accounting entry.
- Creation of pay installment accounting journal entry.
- It will create an interest in loan journal entries and loan installment accounting entries.
- Allow you to print pdf loan report from loan request form.
- Allow your customers to see their loans in the portal of your website.
- For processing fees and other charges: https://apps.odoo.com/apps/modules/17.0/customer_supplier_loan_process_fees/
- For more apps related to loan, you can check bundle here: https://apps.odoo.com/apps/modules/17.0/customer_supplier_loan_bundle/
- For more details please see the video and check the below screenshots.
Sample Testing Users
- Loan Manager :===> Mitchell Smith
- Loan User :==> Camron Grill
- Accountant :==>Jeny Famki
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
Edition Compatibility:
Enterprise Odoo.sh Community
User Groups
This module will add below groups for loan management.
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 direct cash/bank cheque from customers/suppliers at time of installment payment. This also allow to configure disburse method will be by 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, 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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