Loan Management System in Odoo for Customer and Supplier | Customer Loan | Supplier Loan
by DevIntelle Consulting Service Pvt.Ltd$ 66.81
| Required Apps |
•
CRM (crm)
• Discuss (mail) • Invoicing (account) • Project (project) • Website (website) • Calendar (calendar) • Contacts (contacts) |
| Technical Name |
dev_loan_management
|
| License | OPL-1 |
| Technical Name |
dev_loan_management
|
| License | OPL-1 |
Introduction
The "Loan Management" Odoo module is a comprehensive solution designed to simplify and automate the process of managing loans for both customers and suppliers. This powerful tool provides a structured workflow for creating, approving, and disbursing loan requests. It helps businesses maintain accurate records, track repayment schedules, and generate essential financial reports, ensuring a transparent and efficient loan management process. This module is ideal for any business that needs to handle internal or external loans with ease and precision, improving financial control and operational efficiency.
Key Features
Create and manage loan requests from both customers and suppliers.
Define multiple loan types and required documents for each type.
Automate the loan approval and disbursement process with a clear workflow.
Track loan installments and payments with a detailed summary.
Generate comprehensive reports, including loan summaries, installment reports, and interest certificates.
Send automated notifications for due installments to borrowers.
Benefits
Improves financial oversight and control over all loan transactions.
Enhances operational efficiency by automating the loan application and management process.
Ensures accuracy in tracking payments and generating financial reports.
Reduces manual effort and potential for human error in loan administration.
Provides a clear, auditable trail of all loan-related activities.
Compatibility & Technical Details
This module is compatible with Odoo. Required modules include Discuss (mail) and Invoicing (account). The technical name of the module is dev_loan_management. The license is Odoo Proprietary License v1.0 (OPL-1).
Installation Steps:
Place the module in your Odoo add-ons directory.
Navigate to the Apps menu and update your apps list.
Search for the module by its technical name dev_loan_management or by the name "Loan Management."
Click "Install" to add the module to your Odoo instance.
After installation, configure loan types and access rights from the module's settings.
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.