Know exactly who has your demo units and when they are due back
Demo Product Loans turns lending trial units into a tracked, reminder-driven workflow — with a status dashboard, batch actions, and a customer portal your team and your prospects can both rely on.
The problem
Sales teams lend demo units to prospects and customers before a purchase decision, but Odoo's Sales and Inventory apps only understand orders and deliveries — not loans that must come back by a fixed date. Tracking who has what, chasing overdue returns, and juggling loans in a spreadsheet leads to lost units, forgotten follow-ups, and margin quietly draining out of the warehouse.
The solution
Demo Product Loans gives every lent unit a due date, a status, and an owner. A dashboard groups loans into due-today, due-soon, and overdue at a glance, automated emails and escalation activities chase returns without manual effort, and a customer portal lets borrowers see what they still hold — so nothing slips through the cracks.
Everything a demo-loan program needs
Every capability below is implemented in the module.
Issue loans with a due date
Record a demo loan against a customer and product with a mandatory return date, so every unit in circulation has an enforceable deadline from day one.
Automated return reminders
A daily scheduled action emails the customer as the due date approaches, using a configurable mail template — no manual chasing required.
Overdue escalation activities
Loans that pass their due date automatically get an escalation activity on the record, so account managers see exactly which units need attention.
Status dashboard
A kanban dashboard groups every active loan into Upcoming, Due Soon, Due Today, Overdue and Returned buckets, colour-coded so today's priorities are obvious at a glance.
Visual urgency in every list
The loans list view highlights overdue rows in red and due-soon rows in amber with decoration styling and status badges, so risk is visible without opening a single record.
Batch return and extend
Select multiple loans from the list and mark them returned or push their due date out in a single wizard action — no more one-unit-at-a-time processing.
Customer self-service portal
Borrowers see a My Demo Loans page listing every active unit and its due date, plus a detail page per loan, cutting down 'what do I still have?' emails to your team.
Configurable program settings
Tune the reminder lead time, default loan duration, whether to CC the salesperson, and whether portal visibility is enabled — all from one settings screen.
Pivot and graph reporting
Analyse demo units in circulation, loan counts and overdue trends with built-in pivot and graph views, so program health is measurable, not guesswork.
How it works
Issue the loan
Pick the customer, the demo product, and a return due date — the loan starts tracking immediately.
Watch the dashboard
The kanban dashboard buckets every loan by status, so due-today and overdue units are visible the moment you open it.
Reminders go out automatically
A daily scheduled action emails the customer ahead of the due date and raises an escalation activity if it slips past due.
Return or extend, even in bulk
Mark units returned or extend the due date one at a time or in a batch, closing the loop without repetitive form-filling.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. Demo Product Loans is a separate lifecycle app for units that are lent, not sold or delivered as part of an order. It runs alongside Sales and Inventory without altering how they work.
Buy it on the Odoo App Store
Purchase, download and install directly from the official Odoo Apps Store — you'll always get the latest supported build.
Demo Product Loans
Demo loans with due dates, automated return reminders, overdue escalation, batch return and extend, and a status dashboard — plus a portal where customers see what they have on loan.
Buy on Odoo App Store