Jewellery Loan Management
" A complete loan management system for jewellery shops on Odoo 19. Supports both Debit Loans (shop gives money) and Credit Loans (shop receives money). Track collateral, auto-calculate monthly interest, manage repayments, detect overdue loans, view net cash position and generate PDF reports â all from a single dashboard. "
FEATURES
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Debit Loan & Credit Loan â Two loan types for money given out and money received.
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Auto-generated Loan References with separate sequences (DL/CL).
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Jewellery Collateral Tracking with Gold / Silver rate-per-gram valuation.
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Automatic Monthly Interest Calculation via daily cron job.
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Full Repayment Tracking â Capital, Interest or Mixed payments.
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Overdue Detection with red alerts and dashboard badges.
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Loan Renewal workflow for expired loans.
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PDF Reports â Loan Agreement and Customer Statement.
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Live KPI Dashboard â Debit, Credit and Net Cash Position with clickable tiles.
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Customer View with DUE badges showing outstanding loan summary.
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Role-based Access â Loan User vs Loan Manager.
Step 1: Dashboard
Go To: Loan Management â Dashboard. Keep track of live KPIs including Debit, Credit, and Net Cash Position.
Step 2: Loan List View
You can see all loans with their current status, principal amounts, and overdue information.
Step 3: Loan Kanban View
Kanban view provides colour-coded cards grouped by their respective loan stage.
Step 4: Create a New Loan
Go To: Loan Management â Loan â New to create a Debit or Credit loan.
Step 5: Deposit Items Tab
Track jewellery collateral with details like item weight, rate, and total estimated value.
Step 6: Credit / Payments Tab
Record loan repayments easily, supporting Capital, Interest, or Mixed payment types.
Step 7: Monthly Interest Tab
View auto-generated monthly interest lines created automatically via a daily cron job.
Step 8: Overdue & Customer View
Go To: Loan Management â Customers. Identify overdue loans with 'DUE' badges showing outstanding loan summary.
Step 9: Loan Agreement PDF
Generate and print a PDF Loan Agreement with the interest schedule and signature lines.
Step 10: Loan Statement PDF
Generate a Passbook-style Loan Statement displaying the complete payment history of the customer.
| Availability |
Odoo Online
Odoo.sh
On Premise
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| Odoo Apps Dependencies |
•
Contacts (contacts)
• Discuss (mail) |
| Lines of code | 2150 |
| Technical Name |
sf_loan_management |
| License | LGPL-3 |
| Website | https://squadfocus.com |
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