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Adds product in the customer history screen of POS

Project description

Odoo Community Association

Point of Sale - Customer history

Alpha License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runboat

POS Order Line Customer History

This module adds a feature in the Point of Sale (POS) interface to allow users to view the sales history of a selected customer and reuse past order lines in new orders.

Features

  • Adds a “History” button above the customer details on the POS screen.

  • When clicked, opens a new view showing past pos.order.line records for the selected customer.

  • If no customer is selected, a popup is displayed with the message:

    “You must select a customer first”

History View
  • Displays a list of past order lines for the selected customer.

  • Ordered by most recent first.

  • Shown fields:

    • Date

    • Product

    • Quantity

    • Discount

    • Price Unit

    • Total

Functionalities
  • Sortable Data: Users can sort the list by selecting from a dropdown with the following options:

    • Date ASC

    • Date DESC

    • Product ASC

    • Product DESC

    • Price Unit ASC

    • Price Unit DESC

    • Qty ASC

    • Qty DESC

    • Total ASC

    • Total DESC

  • Search Bar:

    • Filter by product name or barcode

    • Filter by date

  • Line Selection:

    • Select one or more lines from the list.

    • Add selected products and their quantities to the current POS order.

    • Note: Discounts and prices are not copied, only product and quantity are reused.

Usage

  1. Select a customer in the POS interface.

  2. Click the “History” button to view their order history.

  3. Use the search and sort features to find relevant products.

  4. Select lines and add them to the current order as needed.

Technical Information

  • Compatible with Odoo 17.0

  • Developed following OCA module standards.

Table of contents

Bug Tracker

Bugs are tracked on GitHub Issues. In case of trouble, please check there if your issue has already been reported. If you spotted it first, help us to smash it by providing a detailed and welcomed feedback.

Do not contact contributors directly about support or help with technical issues.

Credits

Authors

  • Serpent Consulting Services Pvt. Ltd.

Contributors

Maintainers

This module is maintained by the OCA.

Odoo Community Association

OCA, or the Odoo Community Association, is a nonprofit organization whose mission is to support the collaborative development of Odoo features and promote its widespread use.

Current maintainer:

Serpent Consulting Services Pvt. Ltd.

This module is part of the OCA/pos project on GitHub.

You are welcome to contribute. To learn how please visit https://odoo-community.org/page/Contribute.

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