odoo_customer_supplier_loan

Customer and Supplier Loan(s) Management

Loan Management for Customer and Supplier - Odoo Apps

This app allow to manage loan of your Customers/Vendors/Partners.


Main Features:

  • Allowed Loan Manager to add Loan Proofs/Required Documents List.
  • Allowed Loan Manager to add Loan Types.
  • Allowed Loan Manager to add Loan Policies.
  • Allowed Loan User and Manager to create Loan Request.
  • Allowed Loan Manager to Approve Loan Request.
  • Unique Sequence for Loan Request.
  • Allowed Accountant to Loan Disburse.
  • Create Disburse Accounting Journal Entry.
  • Create Interest Receivable on Loan Accounting Journal Entry.
  • Allowed Accountant to Receive Loan Installments.
  • Book Interest for Installment Accounting Entry.
  • Pay Installment Accounting Journal Entry.
  • It will Create Interest on Loan Journal Entry and Loan Installment Accounting Entry.
  • Allowed you to Print Loan Report.
  • Allowed your Customers to see their Loans in Portal - My Account Page.
  • For Processing Fees and Other charges: https://apps.odoo.com/apps/modules/15.0/customer_supplier_loan_process_fees/
    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
  • Invoicing
    • Loans
      • Loan Requests
      • Loan Installments

Note: You can check detail screenshots below before buy and make sure it full fill your requirements.

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