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Share Management System

by
Odoo

$ 895.84

v 17.0 Third Party
Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1
Technical Name share_management
LicenseOPL-1
Websitehttps://hybriderp.net
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Availability
Odoo Online
Odoo.sh
On Premise
Odoo Apps Dependencies • Discuss (mail)
• Invoicing (account)
Lines of code 1
Technical Name share_management
LicenseOPL-1
Websitehttps://hybriderp.net

Hybrid Share Management

Empower your organization to manage Hybrid Share Holdings with confidence. This module is designed to manage shares, shareholders, meetings, dividends, certificates, and transactions in a fully integrated, secure, and user-friendly manner. Ideal for cooperative societies, investment companies, or organizations dealing with hybrid financial shares.

🌟 Key Features

  • ✅ Full Shareholder Management
  • ✅ Share Issuance, Purchase & Redemption
  • ✅ Share Certificates (Print & Download)
  • ✅ Dividend Calculation & Distribution
  • ✅ Share Ledger & Transactions History
  • ✅ Meeting Management & Minutes Recording
  • ✅ Capital Increase & Decrease Handling
  • ✅ Automatic Share Valuation
  • ✅ Approval Workflows for all Sensitive Operations
  • ✅ Shareholder Communication Logs
  • ✅ Role-Based Security & Access Rights
  • ✅ Financial Reporting (Shares, Dividends, Ledgers)
  • ✅ Audit Trail & Traceability
  • ✅ Compatible with Odoo Community Edition

🔍 Detailed Functionalities

1️⃣ Shareholder Management

Register shareholders, categorize them, track personal and financial details, link partners, and manage their shareholdings effortlessly.

2️⃣ Share Transactions

Full lifecycle management of shares:

  • Issue new shares
  • Transfer shares between shareholders
  • Purchase & redemption of shares
  • Automatic update of share balances and ledgers

3️⃣ Dividend Distribution

Configure dividend rates, calculate dividends based on holdings, approve distributions, and generate dividend vouchers.

4️⃣ Share Certificates

Generate official share certificates automatically. Certificates are printable, downloadable, and uniquely numbered with QR/Barcode support.

5️⃣ Meeting Management

Organize shareholder meetings, record attendance, log resolutions, decisions, and archive meeting minutes for future reference.

6️⃣ Share Ledger

Maintain an automatically updated ledger with every transaction. Filter by shareholder, date, or transaction type.

7️⃣ Share Valuation & Capital Adjustments

Manage capital increases or decreases, automatically recalculate valuations, and update all shareholder records accordingly.

8️⃣ Approval Workflow

All sensitive operations (share issuance, capital change, dividend approval) require validation by authorized personnel to ensure control and auditability.

9️⃣ Reporting & Analysis

Comprehensive reports including:

  • Shareholder Statements
  • Dividend Distribution Reports
  • Transaction Histories
  • Share Ledger Reports
  • Capital Summary

🔐 Security & Access Control

Strict role-based access for different user groups: Share Managers, Auditors, Approvers, and Shareholders. Complete audit trail for all actions.

📦 Benefits

  • ✅ 100% Native Odoo Module
  • ✅ No External Dependencies
  • ✅ Full Support for Odoo Community Edition
  • ✅ Professional UI/UX following Odoo Guidelines
  • ✅ Optimized for Performance
  • ✅ Clean, Maintainable, and Modular Code
  • ✅ Easy to Upgrade & Extend

💡 Ideal For

  • Investment Companies
  • Cooperative Societies
  • Mutual Fund Organizations
  • Any Business Handling Shares or Equity Transactions

🚩 Notes

  • This module is fully compatible with Odoo 17 Community Edition
  • Professional support and customizations available upon request
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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