Skip to main content

Allow user to control each statement and add extra checks

Project description

Beta License: AGPL-3 OCA/pos Translate me on Weblate Try me on Runbot

This module extends the functionality of the point of sale by allowing a better control at the closing of the session.

  • Show differences for all statements chosen (see config part)

  • Allow user to control each statement. (not only the cash statement, by default) and change his starting and ending balance

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/change_starting_balance.gif

The cashbox lines are recorded and can be found later.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_set_balance.gif
  • Quickly solve differences (we can set an absolute limit), thanks to pos_move_reason

See this gif where where we set ending balance with difference, solve it and close session :

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/end_session_balance_automatic_solve.gif

As the verification is more complete, allow the user to reopen a new session, if the first one is in a closed state.

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/open_new_session.png

Extra checks are done, to prevent user errors:

  • It is not possible to click on the button ‘Close Session’ if there are some draft orders.

Table of contents

Configuration

To configure this module, you need to:

Configure the journals you want to control in your point of sale (POS)

  • Go to Invoicing / Configuration / Journals / Journals

  • Check the box ‘POS Journal Control’ if you want to enable this feature for this journal

  • Unchecked journal will be in grey

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/account_journal_config.png
  • Configure a Cashbox default if you want Odoo give by default lines when changing balance

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/configure_cashbox_in_journal.gif

Configure your POS configuration

  • Go to Point of Sale / Configuration / Point of Sale / <your pos>

  • Choose your Payments methods (1)

  • Check Cash Control (2)

  • (optional) Choose a “pos move reason” to ausolve difference (3) (see pos_move_reason module for more details)

  • (optional) Choose a limit to allow or not the user to autosolve control difference in pos - Set 0 if you don’t want any limit. (4)

https://raw.githubusercontent.com/OCA/pos/12.0/pos_multiple_control/static/description/pos_session_config.png

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 smashing it by providing a detailed and welcomed feedback.

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

Credits

Authors

  • GRAP

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.

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.

Project details


Download files

Download the file for your platform. If you're not sure which to choose, learn more about installing packages.

Source Distributions

No source distribution files available for this release.See tutorial on generating distribution archives.

Built Distribution

File details

Details for the file odoo12_addon_pos_multiple_control-12.0.1.3.1-py3-none-any.whl.

File metadata

File hashes

Hashes for odoo12_addon_pos_multiple_control-12.0.1.3.1-py3-none-any.whl
Algorithm Hash digest
SHA256 2e741e3418368ce5fa34098f0f12759f3a205ea4350627e6a45e7103d65cff72
MD5 bc463f83bf9804d9ce00545f83dcee33
BLAKE2b-256 0155c025b898d0d39863de58fbdea2f3f71f07970a94f6f0ae7e5831924d7a71

See more details on using hashes here.

Supported by

AWS AWS Cloud computing and Security Sponsor Datadog Datadog Monitoring Fastly Fastly CDN Google Google Download Analytics Microsoft Microsoft PSF Sponsor Pingdom Pingdom Monitoring Sentry Sentry Error logging StatusPage StatusPage Status page