Loan Management for Customer and Supplier

by
Odoo          
v 12.0 Third Party 1

48.00 €

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Technical name odoo_customer_supplier_loan_app
LicenseOPL-1
Read description for v 11.0
Required Apps Website (website)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Purchase (purchase)
Sales (sale)
Technical name odoo_customer_supplier_loan_app
LicenseOPL-1
Read description for v 11.0
Required Apps Website (website)
Inventory (stock)
Invoicing (account)
Sales (sale_management)
Purchase (purchase)
Sales (sale)

Customer and Supplier Loan Management


Customer and Supplier Loan Management is designed to assign loans to the customer. Customer and Supplier can create request for loans which can be approved by the manager. Journal entries can be created with installment and loan request.


Add Loan Proofs/Required Documents List

Manager can add loan proofs/required documents list for loan.

Add Loan Policies

Manager can add loan policies for loan.

Add Loan Type

Manager can add loan type for loan.

Manager can Approve Loan Request

Allows Manager to approve loan request.

Prints report of loans

Allows manager to print a report of the loans, policies and installments.

Installment amount Journal Entries

Allows user to print installment amount.


Module Working Flow




Description


User Access Groups for Loans

Give the required acccess to the user for loan.


Loan Proofs

With this loan proof manager can create loan proofs that will be required to approve loan.These loan proofs will be selected on loan types and then it will be visible on loan request form.


Loan Types

Manager can create differnt loan types for the customers.

Option for Interest Mode : Flat Or Reducing.

Option for Repayment Method : Deduction From Payroll Or Direct Cash/Cheque.

Option for Disburse Method : Through Payroll Or Direct Cash/Cheque.


Loan Policies

Loan Policies can be created by the manager. Here You get 3 types of policies.

1.Max Loan Amount : You can set maximum amount to apply for loan if this policy is applied to customer/supplier loan.

2.Gap Between Two Loans : You can set gap duration in months for time gap bettwen the loans of the customer/supplier.

3.Qualifying Period : You can set qualifying period in days if this policy is applied to loan then customer/supplier can apply for loan but loan can only get approved after the qualifying period.


Loan Request

User can create a loan request with necessary details.

Click on Apply button to approve loan request.

Approved Loan Request can be seen by manger for further process.


Compute Loan

Click on Compute button to compute loan request.



Computed Loan

Click on Disbure button to create loan Disbure. Manager can create a loan Disbure by giving necessary details of account to the loans.


Created Loan Disburse Journal Entry


Loan Installment

Customers can pay multiple installments of loan. Create a loan installment and give amount and then click on pay.


Customers Loans

Details of loan will automatically appear on customers.


Customers Loan Policies

Loan Policies are also mentioned in customer for better record.


Loan Information in website

Loan Information also seen in website.



Loan Request Report

Customers can print loan report which will show full information about the loan.



Our Services


Get In Touch


You will get 60 Days free support in case any bugs or issue.

For any query or support contact us without hesitation on

edgetechnologies.odoo@gmail.com

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
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