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Loan Order Management

Loan Order Management

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Key Features

Issue & ReceiveCreate outgoing loan issues and incoming loan receipts using the appropriate warehouse operation type.
Inventory IntegrationGenerate traceable stock pickings and moves directly from confirmed loan-order lines.
Professional PDFDownload a sale-order-style PDF with customer, product, quantity, amount, and signature details.

Description

Loan Order Management adds a dedicated loan workflow under the Sales Orders menu. Teams can record products temporarily issued to a customer and products received back, while keeping the operational movement connected to Odoo Inventory.

Confirmation checks available stock for issue orders and creates the corresponding inventory transfer. Completed move quantities automatically update each line and the overall processing status, giving users a clear view from request to fulfilment.

Screenshots

Access Loan Orders directly from Sales → Orders

Select the customer, order type, warehouse, operation type, and product lines

Track confirmed orders and processed quantities from a single form

Open the linked stock transfer and process it through the standard Inventory workflow

Loan Order Features

  • Separate issue and receive order types
  • Automatic LO/00001 reference numbering
  • Customer and responsible-user tracking
  • Warehouse-specific operation types
  • Multiple products per loan order
  • Unit price, line subtotal, and total amount
  • Chatter messages and scheduled activities

Inventory Controls

  • Availability validation before confirming an issue
  • Automatic stock picking and move creation
  • Smart button for related inventory transfers
  • Processed quantity calculated from completed moves
  • Not Processed, Partially Processed, and Fully Processed statuses
  • Duplicate active-transfer protection
  • Multi-company record separation

Loan Order PDF

Use Print → Print Loan Order to download a professional PDF based on Odoo's standard sale-order document style.

Customer & OrderAddress, reference, date, order type, warehouse, and responsible user
Products & TotalsDemanded and processed quantities, unit prices, subtotals, and grand total
Approval ReadyInventory references with Prepared By and Authorized By signature areas

How To Use

  1. Go to Sales → Orders → Loan Orders and click New.
  2. Select the customer and choose Issue or Receive.
  3. Select the warehouse and matching outgoing or incoming operation type.
  4. Add inventory-tracked products, unit prices, and demand quantities.
  5. Click Confirm to validate the order and create its inventory transfer.
  6. Use the Transfers smart button to process the linked picking.
  7. Return to the loan order to review processed quantities and its processing status.
  8. Choose Print → Print Loan Order to download the PDF.

Installation

  1. Download the module from the Odoo App Store.
  2. Place the bs_loan_order_management folder in your Odoo addons directory.
  3. Restart the Odoo server and update the Apps list.
  4. Search for Loan Order Management and click Install.
  5. Give operational users the appropriate Sales and Inventory access rights.
Requirements: Odoo 20.0 with the standard sale_management and stock modules. No external Python package is required.

Technical Details

Odoo 20 NativeUses native list, form, search, chatter, stock, and QWeb report components.
Multi-CompanyCompany-aware orders, operation types, warehouses, currencies, and record rules.
QWeb PDFPrintable report using Odoo's standard external document layout.

LGPL-3Open-source license suitable for standard Odoo deployments.dy for an accounting-manager review.

Specifications

Versions 18.0, 19.0, 20.0