End gift disputes with an audit-first distribution trail.
Run member and shareholder gift campaigns from request to verified delivery — with OTP-secured field confirmation, real-time status for every member, and a complete audit trail that settles every “gift not received” dispute.
The problem
Banks, credit unions and cooperatives distribute gifts to thousands of members across branches using spreadsheets, paper registers and ad-hoc phone calls. When a member says they never received their gift, there is no reliable record linking the request to an approval to a confirmed handover — and disputes drag on, damaging trust and consuming staff time.
The solution
Gift Distribution Management gives every request a tracked lifecycle: self-service submission, officer approval, OTP-secured dispatch, and mobile field confirmation at the doorstep. Every step is logged immutably, so any dispute is settled in seconds — not days.
Everything a distribution campaign needs
Every capability below is implemented in the module.
Self-Service Member Portal
Members verify their account number and submit a gift request online, cutting manual data entry and preventing fraudulent claims.
Structured Approval Workflow
Branch officers review every submitted request and approve or reject it with a reason, so no gift leaves the branch without an auditable decision.
OTP-Secured Dispatch
Dispatching a gift generates a one-time confirmation code sent to the member, so delivery can be proven at the moment of handover.
Mobile Field Confirmation
Couriers and delivery staff confirm handover from any mobile browser by entering the member's confirmation code at the doorstep.
Real-Time Status for Members
Each member sees a live progress stepper — requested, approved, dispatched, delivered — so they never need to call the branch for an update.
Preference-Based Allocation
One click allocates gifts across an entire campaign, matching each eligible member to their preferred item or category automatically.
Perishable Gift Alerts
Items marked perishable track an expiry date, and pending requests approaching that date raise an alert before stock goes to waste.
Automated Overdue Escalation
Requests that pass their delivery deadline automatically schedule a follow-up activity for the branch officer, before a member complains.
Campaign Analytics & Reports
Pivot and graph views show completion rates and delivery counts per branch, and a printable campaign report supports board and audit reconciliation.
How it works
Request
A member submits a request through the portal, or an officer allocates gifts campaign-wide in one click.
Approve
A branch officer reviews the request and assigns the gift item before approving it.
Dispatch
Dispatch generates an OTP and SMS confirmation code, then assigns a courier for delivery.
Confirm
The courier enters the code at handover, closing the loop with an immutable delivery record.
Frequently asked
No sales fog. If your question isn't here, email us and we'll answer it the same way.
No. The module sends SMS through the SMS/IAP account already connected to your Odoo database; you can configure or disable SMS notifications from Settings at any time.
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.
Gift Distribution Management
Member gift requests through a self-service portal, structured approvals and OTP-secured dispatch with mobile field confirmation — plus overdue escalation and campaign analytics.
Buy on Odoo App Store